DB endgame planning

We make sure the trustees, employer and other advisors buy into the same cohesive vision, and that the details of the journey – both strategic and practical – are clearly thought through.

Holistic planning

We use our clear and simple DB pension endgame planning framework to help our clients decide on their destination and set their long-term journey plan.

Using this framework, our consultants will ensure you have a holistic strategy that adapts to changing circumstances, and with integrated risk management at its heart.

The framework's also there to ensure the practical work required is done at the right time.  

Having all parties bought into the same well-structured plan allows you to take decisive action and quickly capture opportunities to de-risk or transact.  

Successful transaction

We make sure you’re properly prepared for any potential insurance transaction.

We're proud to have successfully completed every transaction we have taken to market since 2020. This means we get the best engagement, price and terms from insurers, as they have confidence that a transaction we bring has been well-planned, and will go smoothly from their point of view. This is increasingly important when market demand outstrips insurers’ capacity.

We have experience of delivering for all schemes, from small to large. We know the importance of having a successful, smooth route to scheme wind-up, and carefully plan for this from the earliest stages of a buy-out project. 

Proven delivery

A key problem for many schemes is getting the attention of their advisors to do the project work that can be required on their DB endgame journey – from preparing for buy-in, to completing GMP projects and finalising the wind-up.

We’re proactive and have the technology and resources available to get both the strategic and practical work done quickly and efficiently.

As testament to this, we’re one of a small number of firms the PPF trusts to take on the actuarial, administration and risk transfer work of schemes going through PPF assessment and potential transactions outside the PPF.

We’ve also worked on over 250 wind-up cases, ranging in size from under £1m to over £1bn.

DB Navigator

Our framework, known as ‘DB Navigator’, is designed to help you think strategically about your DB pension endgame. It’s about choosing where you want to go, rather than simply 'going with the flow.'

We can guide you through different advisory perspectives to illustrate how each stage of a DB pension scheme needs to be efficiently co-ordinated.

DB Navigator keeps you on a steadily moving course to achieve the desired outcome for your pension scheme endgame. Get in touch for a walkthrough.

Get data ready with DataSure

Our standalone data readiness service for transactions and wind-up, DataSure, has been designed specifically for schemes we do not administer on an ongoing basis.

Whether you're looking for a light touch review or a deep-dive into your data, we can offer a cost-effective package that's right for you.