Case Studies
Some examples of the work we've done over the past few years which demonstrate the range of our experience and our focus on providing commercial solutions.
Surplus Satisfactorily Resolved
Surplus Satisfactorily Resolved - Remember surpluses?Ten Day Completion is Record Time
Ten Day Completion is Record TimeResolving Inequalities
We have advised trustees and employers regarding attempts to equalise normal pension age as between men and women and provided pragmatic solutions where attempts to equalise have not, at first sight, been effective.Ensuring Adequate Security
The £500 million listed company of our client, the trustees, proposed to change its bankers and borrowing arrangements.Go-ahead for Scheme Merger
We advised the trustees on the merger of a scheme contracted-out on a money purchase basis with one contracted-out on a defined benefit basis.Company Failure Protection
Our client were the trustees of a £5 million pension scheme whose principal employer was a private company. The company was to be sold and there would be a considerable amount of secured debt post-completion.Law Firm Merger
We advised a firm of solicitors merging with another firm which had its own final salary pension scheme.Teamwork on Higher Education Project
Through one of the firms where we act as pension consultants, and for one of their Higher Education clients, we worked alongside employment lawyers and other professional advisers.Successful Outcome for Educational Charity on Scheme Streamline
We assisted a large educational charity in the closure of its final salary pension scheme (1,000 members) to enable it to streamline pension provision for the whole of its workforce.Restructuring an Investment Portfolio
Our local authority client was an administering authority of the Local Government Pension Scheme ("LGPS") in respect of the investment restructuring of the Fund it administered within the LGPS.Challenging Corporate Sale
Our client, the sponsoring employer of a final salary scheme, wanted to pass the entire liability for the scheme to another company within the same group, to enable the shares of the sponsoring employer to be sold without any attaching pension liabilities.
Thank you for all your assistance in helping to meet the deadline for the capital reduction exercise – your professionalism and friendly approach was appreciated.
Finance Director - Leading UK Company