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2020 pension scheme
valuations: An action plan for trustees

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2020 pension scheme valuations: An action plan for trustees

These can be tricky times to undertake and conclude a valuation – Covid-19 has, for many, resulted in higher, more volatile, deficits and, for others, also put a strain on the sponsor. 

Our action plan is intended to help trustees who are starting or in the early stages of a valuation work through the actions they need to consider in the key areas of governance, covenant, investment and funding.

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How we can help

We help trustees achieve their strategic goals, with solution-led, appropriate advice.

We help trustees understand and monitor the employer covenant.

We help you get your investment strategy right to ensure good member outcomes in your DB and DC schemes.

We help make governance simple and effective so that you can make decisions and act on opportunities quickly.

We help pension scheme trustees and sponsors to determine the ultimate destination for their scheme and help them put together a plan to get there, including how to effectively manage the risks they face along the way.