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