Scheme Funding Negotiations

WHY DO EMPLOYERS NEED THEIR OWN ACTUARY DURING A SCHEME FUNDING NEGOTIATION?

You’ll achieve more with an expert in your corner who knows the process and knows the pitfalls.

The Art of the Possible

Funding agreements that work for all parties

Our hugely successful Employer advice practice can help you find a solution that works for you and for your Scheme.

Our consultants negotiate regularly for Employers or for Trustees (and even act as Trustees themselves). 

This means that we have experienced the competing needs that each party is balancing, and we know where Trustees can be flexible and where they can’t.

How should an Employer approach a funding valuation?

Your steps to a successful funding negotiation.

  • 1. Prepare early
  • 2. Get your own actuarial advice
  • 3. Set your objectives
  • 4. Know your rights
  • 5. Do you have confidence in your Trustee board and their advisors? Make changes if you have to
  • 6. Be prepared to say no, but be prepared to be flexible
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Why We Are Different

There are three main voices in the room in any funding negotiation – the Trustees, the Employer and the Scheme Actuary.

As we provide both Scheme Actuary and Professional Trustee services we know the constraints that each is working under and what flexibilities they have.

We will bring that expertise  to your side of the table and help keep you one step ahead of the other key participants.