Journey planning and risk transfer

Long-term journey planning, risk transfer and end-game planning are a key focus for an increasing number of pension scheme trustees and sponsors.

More schemes than ever are also finding themselves in surplus on a buy-out basis creating both opportunities and challenges in liability management.

You might be targeting a traditional buy-in / buy-out transaction, or keen to explore the growing range of other options becoming available to secure scheme liabilities.

You may even be interested in exploring the possibility of running your scheme on with a funding surplus, or on a self-sufficiency basis.

Whatever your aspirations are, we have the legal expertise and commercial experience to help you steer your scheme to a destination that works for you and your members.

Our team supports clients through buy-ins and buy-outs, transfers to master trusts (both defined benefit and defined contribution), asset-backed journey plans, scheme mergers and consolidations, efficiently managing scheme surpluses, and winding up.

In all cases we work closely and efficiently with stakeholders to secure member benefits, manage risks and achieve commercial objectives.