Leading the way 2020
Corporate journey planning
Publications

As a pension scheme sponsor, should you drive collaborative journey planning with the scheme's trustees?
Should you lead the way?
We think you should.
What's inside Leading the way?
Our report describes how it is now even more important for sponsors to ensure the journey plans they agree with trustees are as efficient as possible and well-aligned to wider business objectives such as day-to-day cash management and contingency planning.
In addition, we focus on three key journey planning scenarios that could appeal to sponsors with different goals or constraints:
- designing an efficient route to insurance buy-out;
- exploring the possibilities from pension superfunds; and
- using contingent assets to optimise a low reliance approach
“Corporates now have a unique opportunity to truly lead the way and work closely with trustees to establish a credible, efficient and responsible plan for their schemes that aligns to wider strategic objectives”
How we can help
Contingent funding approaches are rapidly becoming more widespread. They can be a great way to protect member benefits as well as the shareholders and other creditors of the sponsoring employer.
We help sponsors of pension schemes understand and manage the costs and risks associated with supporting their current and legacy pension schemes as well as other employee benefits.
Whether to enter a DB Consolidator is a complex decision. Sponsors and Trustees must be sure it is the right decision for their scheme and its members. We can help.
We work with you and your finance team to ensure that your ongoing statutory duties and compliance exercises are done quickly, efficiently and accurately.
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.