We offer the expertise and strategic foresight required to guide trustee boards and scheme sponsors through the complexities of pension funding and scheme governance.

We support schemes that are navigating the rising complexities associated with surplus distribution, utilisation and other endgame strategies. We also explore alternatives to traditional buy-ins and buy-outs with insurers, covering all variables to develop a robust strategy that meets the scheme’s objectives, setting out a clear path for each pension scheme’s future.

When it comes to risk management, our finely tuned processes enable us to identify, assess and prioritise risks. This gives trustee boards the insight needed to navigate uncertainties with confidence. A cautious approach to surplus management remains prevalent, and our expert guidance enhances governance practices and ensures regulatory compliance. We also work closely with scheme sponsors to align the interests of all parties involved and to ensure the best outcomes for everyone.

To empower board members, we communicate in plain English – making complex concepts accessible, providing clear and concise advice and enabling trustees to make informed decisions.

Another crucial aspect of our services is our focus on community and collaboration. This allows everyone involved to benefit from shared knowledge and collective experience, along with a diverse range of perspectives and resources.

A further benefit we bring is our high profile in the financial community. Our reputation underscores our commitment to excellence and the positive impact we have on pension governance.

Throughout, we adopt a solutions-based approach. Our proactive problem-solving is tailored to the unique needs of each pension scheme we work with.

Key Contact

David Farmer

Trustee Director | Head of Strategic Pension Solutions

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