Additional Funding Solution (AFS)

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 M&G Investments funds.

How it works

Also, 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.

We have the experience and expertise to guide you through our solutions, from initial conversations to delivery and ongoing support. We are committed to delivering commercially-focused outcomes and meeting the desired endgame solution for your scheme. Please contact a member of our team if you would like to discuss any of our pension de-risking solutions.

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