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Case Study
Tate & Lyle: a journey plan in half the time
Our actuarial, investment and specialist bulk annuity advice centred on their £1bn+ UK DB pension scheme, eventually securing all members’ benefits with a bulk annu…
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Case Study
Pension management: extra hands and fresh eyes
Our national Pension Management team has a broad range of experience in the running of pension schemes and can provide tailored support as part of the client’s own …
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Case Study
Organising a pension scheme buyout – efficiently and cost-effectively
When the Alliance Trust Companies’ Pension Fund needed winding up, we used our specialist teams and strong project management to bring together every aspect of a hi…
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Case Study
Achieving higher returns with lower risk
We were appointed to advise a client with ~£400m of assets in 2015 and this case study sets out how we worked with the trustees and employer to ultimately reduce ri…
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Case Study
An out of control deficit
We provide a regular funding and investment monitoring service to the trustees of a £40m scheme. We were asked to review the funding and investment strategies of th…
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Case Study
Contingency planning in action
A client was looking to develop a financial management plan for the scheme, targeting a fully de-risked and liability matched investment strategy and moving on to b…
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Case Study
A complex covenant structure
One of our clients has been facing some challenging covenant issues and so our actuarial and investment consulting teams have worked closely together to provide pro…
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Case Study
De-risking without significant increases deficit recovery contributions
As part of their most recent actuarial valuation, Tate & Lyle were seeking to continue to de-risk their £1 billion legacy DB pension scheme, but without a significa…
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Case Study
Changes in legislation and pension scheme benefit changes
Keeping up to speed with changes to comply with the legislative requirements can be extremely time consuming and require complex solutions. We can offer an alterna…
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Case Study
Project management
Pension projects often involve short-term solutions but can also include detailed long-term planning projects. You may find yourself with a collection of projects w…