Case Studies


We’re one of the UK’s largest independent professional pension trustee firms and provide a full range of trustee services for all types of occupational pension schemes. Here are some examples of how our experts have helped more than 500 schemes… 

Rationalising four schemes’ management, including their funding, investment strategy, administration and governance…

Establishing a new scheme and managing the transfer-in of part of an existing scheme…

Action plan to help a scheme that had several compliance issues, including an overdue actuarial valuation…

Dealing with concerns raised by the Pensions Regulator about senior members of staff serving on a trustee board…

An in-deficit scheme requires a more ambitious investment strategy which we helped our fellow trustees to understand…

De-risking a scheme’s investment strategy to strengthen the company’s balance sheet and support growth-through-acquisition…

Transfer of completed construction projects into a scheme as company contributions…

Three in-deficit DB (Defined Benefit) schemes were merged to save costs…

Schemes want to secure their financial position during a global group’s de-merger…

We helped reduce an employer’s contributions by granting security over assets to a scheme… 

A scheme’s liability was reduced through a PIE (Pension Increase Exchange) exercise…

We manage the legal issues and represent members’ interests when a DB (Defined Benefit) scheme closes to future accrual…

An employer has the funds to buy-out and close a scheme…

Helping a struggling employer to buy-out its PPF (Pension Protection Fund) benefits and wind-up the scheme… 

An assessment to facilitate a scheme’s entry into the PPF (Pension Protection Fund) after the employer’s insolvency…

A European employer is effectively insolvent and wants to enter the PPF (Pension Protection Fund)…

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