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Reorganisations Pensions Support

Independent business reviews & restructuring support

In current market conditions it is more important than ever for stakeholder to understand the risks and costs of pension, post-retirement medical and other benefit plans.

Our actuaries and pension strategy consultants will work with you to make sure that you understand the size and risk of such employee benefit plans and the options to manage these risks in future.

Our Reorganisation services include:

Pensions - Independent business reviews 

How can we help?

Our focus of work can be tailored to best suit your key priority areas and can, for example, include reporting on:

  • the nature of the business’ pension plans and management’s strategy for dealing with pensions in relation to the reorganisation/restructuring including the potential impact of the transaction on the employer covenant;
  • the financial and actuarial implications of the pension and employee benefit plans on the business;
  • the approaches commonly used to allow for pensions for business valuation purposes;
  • the pensions items in the business’ financial projections (including any normalisation adjustments);
  • the powers and role of the pension trustees and the UK Pensions Regulator in relation to the proposed reorganisation/restructuring, whether regulatory clearance would be desirable and the possible reaction of the trustees to the reorganisation/restructuring;
  • the potential separation issues relating to the reorganisation/restructuring such as the risk that Section 75 payments may be triggered and the business’ strategy for mitigating these risks;
  • the potential options available to reduce the financial risks arising from the pension plans including possible options that would require engagement with the pension trustees, the Pensions Regulator and Pension Protection Fund (PPF);
  • the strategic risks to the business arising from the pension and employee benefits plans’ investment strategy; and
  • the anticipated impact of complying with the 2012 Employer duties.

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Pensions - Restructuring support 

How can we help?

We can happy to assist your strategic planning on the pensions issues raised, for example:

  • advice in relation to on-going funding requirements, investment strategy, future service benefits or de-risking of plan liabilities;
  • obtaining regulatory clearance; and
  • support, as required, in discussions with the pension trustees and the Pensions Regulator.

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Key contact

  • David Robbins
    Total Reward & Benefits,
    Tel: +44 20 7007 2810.
  • Paul Geeson
    Total Reward & Benefits,
    Tel: +44 20 7303 0878.
  • Tony Clare
    Total Reward & Benefits,
    Tel: +44 161 455 8392.

Find out more

Useful links

  • Meet the team
  • Submit a request for proposal
  • Contact us
  • Careers
  • Return to Pensions Advisory homepage
  • Return to Actuarial & Pensions homepage
  • Corporate Finance - Transaction Services

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