Skip to main content
Post-transaction and wind-up
Expert guidance for the smooth transition of your DB scheme
Our Post-Transaction Team provides comprehensive end-to-end support to guide your defined benefit (DB) pension scheme through the crucial post-buy-in activities and ensure an efficient scheme wind-up.
Our specialist consultants manage the process to help mitigate risks, ensure members receive their correct benefits, and streamline the process to completion in a timely and cost-effective manner.
Navigating the post-transaction process
Moving a DB scheme from buy-in to buyout and then wind-up can be complex and time-consuming, with significant risks involved. This process is often unfamiliar to trustees and sponsors, but our deep industry insight and practical approach help you navigate challenges effectively, delivering strong project management and pragmatic solutions to help you wind-up your scheme on time and on budget.
We will assign an expert from our Post-Transaction Team to you who has worked on cases with your insurer and knows their specific processes inside and out. They will be involved in the run-up to the transaction being signed, making sure everything is in order from a post-transaction perspective and that our teams are joined up.
Speak to us about your DB scheme needs
If you are looking for expert guidance on post-transaction activities and scheme wind-ups, contact us today to find out how we can help.
Get in touchWith experience across more than 250 wind-up cases — from schemes under £1m to those exceeding £1bn — we are a trusted partner for both solvent and insolvent employer schemes.
Our strong relationships with all bulk annuity insurers, as well as our recognised advisory role with the Pension Protection Fund (PPF), mean you can rely on our expertise to manage your scheme’s transition securely and efficiently.
Our dedicated administration team, supported by our specialist DrumRoll member communication team, ensures a smooth transfer of benefits while keeping members informed and supported throughout the process.
DrumRoll has received multiple industry awards for excellence in pension communications, reinforcing our commitment to clear and effective member engagement.
Our specialist Data Projects Team can support your scheme with the data projects you need to complete post-transaction, even if you are not a current Barnett Waddingham administration client.
Winding up a DB scheme ensures that all members' benefits are protected and legally secured, removing ongoing responsibilities and risks from the sponsoring employer and trustees. It’s often the final step in a long de-risking journey, providing certainty for all stakeholders.
Related services
Get in touch with our team to discuss your DB scheme needs.
"BW managed the project extremely well from the outset throughout the buy-in transaction and have helped us be able to wind-up the Plan in the quick timescales required. I would recommend BW to oversee the transaction journey for any trustees looking to buyout and wind-up a pension scheme."