Pensions advisory

Looking after the interests of your employees can be challenging in today’s increasingly complex pensions environment, particularly for companies involved in major transactions or facing financial difficulty.

Increased longevity, falling investment returns and recent legal controversies have made managing exposure to the risks of defined benefit pension schemes a growing challenge.

Whether you’re the sponsoring employer or trustee, getting the right advice to manage pension scheme funding and/or deficits is crucial in order to develop commercial solutions that work in the current pensions environment.

 

Meeting your needs

Practical

We work closely with you to understand your business needs and provide practical, innovative, commercial solutions tailored to the scheme and employer.

Personal

You get direct access to senior-level staff with extensive experience and a strong track record in advising both trustees and employers.

Comprehensive

We offer holistic, joined-up advice across our diverse business on a wide range of related areas, including employee benefits and corporate finance.

How we can help

  • Employer Covenant Assurance Service: A financial review that assesses the ability and willingness of employers to meet their ongoing pension scheme obligations.
  • Transaction support: Helping to structure transactions effectively, assessing the impact of a transaction on the pension scheme and obtaining required clearances from The Pensions Regulator.
  • Trustee support: Helping trustees to respond to proposed transactions and assisting in negotiations with the employer or potential acquirer.
  • Distressed/turnaround situations: Advising trustee boards when covenants are in decline, and offering insight on potential strategies for both the employer and competing creditors.

 

Our credentials

Leading

A top ten UK accountancy firm, as ranked by Accountancy Age.

Recommended

Much of our work comes from referrals through our established relationships with intermediaries and existing clients.

Accredited

A member of R3: the association of business recovery professionals.

Specialist

Our partners and directors regularly contribute commentary on restructuring and recovery issues in the national and trade press.

Respected

Representatives on the Charities Commission, POCA and Pension Protection Fund panels.

Contact us

Greg Palfrey profile image
Greg Palfrey

Head of Restructuring and Recovery - Partner Southampton +44 (0)23 8082 7631

Related insights

Company news

Successful sale of European Pensions Management Ltds SIPP and ISA businesses

Following the appointment of Special Administrators to European Pensions Management Ltd (EPM) on 21 June 2016, clients have now been moved to new SIPP and ISA providers. This has safeguarded client assets valued at circa £650m.

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