Pensions advisory services

We provide award-winning employer covenant advice in relation to both actuarial valuations and transactions – for trustees and sponsors.

Transactional experience ranges from modest M&A deals to global strategic disposals, major multi-creditor restructurings, and insolvencies and complex group reorganisations.

You'll get advice on formulation of an IRM framework that highlights the material risks each element of the integrated funding approach is exposed to, and clearly sets out measures trustees and their advisers can take to address off-plan performance.

DB-pension liabilities can have a hugely significant impact on the financial strength and profitability of a company. There are a number of ways employers can reduce these liabilities and the risks attached to them.

You'll get help choosing the right approach for your needs. We've many years of experience advising on traditional risk removal projects, across a variety of scheme sizes, complexities, and maturities, and can advise you on a tailor-made solution specific to your objectives.

There are an increasing number of strategic solutions available to schemes and sponsors as schemes navigate towards their 'endgame'. These include consolidator transactions; capital-backed journey-plans; insurance-based structures; and master trust arrangements.

You'll get advice on a range of strategic 'endgame' options for schemes in a methodical, proportionate, and cost-effective way – helping identify which options are plausible; which ones are not; and advising on the planning and execution of your choices.