Flexible funding solutions for DB pension schemes
Not all schemes are at the point of buy out and sponsors may have growing concerns around pension schemes accumulating a build-up of surplus. As a result, scheme sponsors and trustees may be looking for alternative solutions that further their objectives. That’s where we can help.
We are offering a funding solution which helps sponsors of Defined Benefit pension schemes efficiently manage their pension obligations, as well as providing the scheme with protection against sponsor insolvency. In addition, it helps to avoid issues around “trapped surplus” and provides additional investment freedoms by allowing contributions to be invested into a select range of funds.
How it works
Mergers and Acquisitions (M&A) involving DB pension schemes can be tricky to navigate, with careful planning and consideration needed to protect the scheme’s position, mitigate risk and also allow the opportunity to create value. Our AFS may be a suitable solution to help with these concerns.
A collaborative approach
We take a solutions driven and flexible approach to transactions of all sizes, including complex cases. Our team works closely with trustees, sponsors and advisers to tailor our support to each scheme’s needs.
To explore how AFS could deliver enhanced value and security for your scheme, we’d be delighted to talk.
Team member associated:
Gurbani Swanni
Head of Endgame Solutions
Jonathan Smith
Director, Origination & Execution
