Independent Governance Group
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Case Studies

Scheme transitioning into the PPF

12 April 2022

We supported a large, high profile scheme transitioning into the PPF.  Given the high profile status of the scheme, and the complexity and multitude of communications required, the Trustees formed a communication sub-committee. The sub-committee invited not only their own advisers to participate, but also the PPF, TPR, a media relations agency and the Company to ensure all messages were aligned both in terms of content but also timing.

As Secretary to the Trustees, we liaised with all stakeholders to understand the key milestones for communications; drafted specific terms of reference to ensure all were aligned on responsibilities; worked with our communications advisers to create a communications timeline and agree the most appropriate communication methods, including physical newsletters, FAQs and scripts for member helpline. We arranged sub-committee meetings to allow sufficient time to discuss, draft, review and approve, driving the progress of same across all stakeholders to ensure  those communications were ready for issue as each milestone was reached.

This collaboration ensured that the members heard Scheme related messages from the Trustees first.

Key Contact

Nigel Moore

Trustee Director

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What's New?

30 Apr 2025

How to do four buy-ins in four months

In just four months, the PACE pension scheme de-risked over £2.75bn of liabilities through a series of swift buy-in transactions, enabled by proactive governance and market agility despite the onset of Covid-19.

READ MORE

23 Apr 2025

Small Scheme Bulk Annuity Purchase

Working with our wider adviser contacts and their consolidation services offering we successfully completed a buy-in December 2019, moving to full buy-out in February 2020.

READ MORE

14 Apr 2025

Governance reviews and ensuring board effectiveness

For a multi-billion defined benefit scheme.

READ MORE

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ADDRESS

4th Floor Cannon Place
78 Cannon Street
London
EC4N 6HL

CONTACT

T: +44 (0)20 4599 7299
E: info@weareigg.com

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Independent Governance Group ("IGG") is the trading name of Ross Trustees Services Limited (07904277), Independent Trustee Services Limited (02567540), Independent Trustee Limited (02473669), Clarity Trustees Limited (12470917), Leadenhall Independent Trustees Limited (02303944) all registered in England and Wales. Registered office address: 4th Floor Cannon Place, 78 Cannon Street, London EC4N 6HL. IC Select Limited (SC331180). Registered office address: DWF LLP, 103 Waterloo Street, Glasgow G2 7BW.

© 2025 Hamsard 3776 Limited, Ross Trustees Services Limited & Independent Trustee Services Limited. All Rights Reserved.

We are audited annually as set out in the Relevant Trustee Supplement to ICAEW AAF 02/07 to support our inclusion in the TPR’s Independent Trustee Register.

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