Strategic Planning

SET YOUR LONG-TERM OBJECTIVES AND SET A PLAN TO ACHIEVE THEM

Employer’s long term objectives usually don’t match the Trustees’ objectives. We will help you set a strategy that works for you both.

What is a long term strategy?

Why do we need one?

The Trustees will have a long-term journey plan in mind – either to buyout or self-sufficiency for the Scheme. 

Employers will have their own objectives that can get in the way – such as the amount of risk they are underwriting, and the size and volatility of the contributions.

We can help you ensure that the Trustees and the Employer have a journey plan that each party can get behind and support in the long term.

How do we help?

Our individually tailored advice covers a number of services including the points listed below.

  • Horizon journey planning
  • Visibility of Employer-side risks
  • Setting Employer-side objectives for managing those risks
  • Fostering engagement with Scheme Trustees
  • Monitoring Trustee effectiveness
  • Monitoring Trustee expenditure
  • Managing tender processes for professional Trustees
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What should our objectives be?

Objectives can typically include any and all of the following:

  • Managing the size and volatility of Employer contributions
  • Managing the professional expenses associated with running your Scheme
  • Managing your PPF levy
  • Achieving successful wind up and handover to an insurer
  • Avoiding a trapped surplus after your Scheme has wound up
  • Long term planning to run the Scheme at a realistic cost
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