Surpluses Collapse the Case for Bulk Transfers : Look Again at your DB Pension Scheme
Take a hard look at the numbers. See the changed Government mindset.
Readdress member best interests and your fiduciary duties and ESG commitments.
You will change your journey plan.
Readdress member best interests and your fiduciary duties and ESG commitments.
You will change your journey plan.
Look Again at your DB Pension Scheme in a new Risk-Benefit Assessment
A strategy reset is required by new UK regulation. Being well briefed is appropriate ahead of opening up discussions with the incumbent advisory teams. Most are heavily committed to their “derisk and get rid Gold Standard journey plans”.
A C-Suite Pension Strategies look at the record, position and opportunities for your pension scheme will be eye opening.
We can provide an objective, independent assessment of your pension scheme with inputs from senior figures with corporate, actuarial, treasury, asset management, investor, trustee and administrative experience. C-Suiteps Analytics provides a model of the scheme and how its finances can evolve.
A report can be rapidly prepared using already available information:
Outputs are:
It can be an informal, discrete exercise. It can trigger a wider, all party project. There is real value in a discussion with C-Suite.
A strategy reset is required by new UK regulation. Being well briefed is appropriate ahead of opening up discussions with the incumbent advisory teams. Most are heavily committed to their “derisk and get rid Gold Standard journey plans”.
A C-Suite Pension Strategies look at the record, position and opportunities for your pension scheme will be eye opening.
- The earnings, cash and ratings benefits to corporates are substantial.
- Employees past and present can benefit materially.
- Target sharing 2% per annum of scheme assets.
We can provide an objective, independent assessment of your pension scheme with inputs from senior figures with corporate, actuarial, treasury, asset management, investor, trustee and administrative experience. C-Suiteps Analytics provides a model of the scheme and how its finances can evolve.
A report can be rapidly prepared using already available information:
- Scheme accounts
- Statutory accounts of the sponsor
- Latest actuarial valuations and reports
- Trust Deed and Rules
- Statements of Investment and Funding Principles
Outputs are:
- A 10 year plus history of the scheme’s funding position (annotated numerical summary).
- Financial model using C-Suiteps Analytics: a risk-benefit assessment of the “run-on” scenario.
- View of what additional guarantees would needed to back a stable, long-term investment strategy of +- gilts plus 1.5%
- Options for allocations of surpluses between sponsor and past and present employees.
- Impact on financial and ESG perceptions of the business process.
- Comments on the governance and administration of the scheme.
It can be an informal, discrete exercise. It can trigger a wider, all party project. There is real value in a discussion with C-Suite.
C-Suiteps Analytics: We can take a new look at your DB pension scheme
Contact us to discuss how C-Suite can enable your DB scheme to benefit all stakeholders.