Endgame solutions for defined benefit schemes

Factors to consider

When it comes to endgame, what is the ‘right’ solution for your pension scheme? The answer is as unique as you are, and there several factors to consider, including:

• Member security
• Employer cost
• Covenant strength
• The return required from the remaining assets to get to full funding
• Whether the remaining liabilities can still be matched with the remaining assets

Ask the right questions

• Should the target be full funding on a self-sufficient basis, making the scheme a stable low risk entity on a company’s balance sheet?
• Should an extra premium be paid to an insurer in order to off-load or match pension scheme risk?
• Is there a middle ground that provides the best of both worlds?

What’s clear is that at each stage of a scheme’s journey, from navigating volatility to the final destination, a specialist with experience in the range of available endgame solutions is best positioned to target and deliver the endgame that’s in the scheme’s interests.

We can help you accomplish this by:

• Putting an effective overarching strategy in place and making sure it remains appropriate as your endgame approaches
• Facilitating a range of options to help you navigate through the final step of your scheme
• Identifying key priorities and concessions

How do you get to your journey’s end?

We put endgame solutions under the microscope and bring you real case studies, demonstrating how other pension schemes mapped their route.

Read our guide to learn:

• What your options are when you reach your funding goal.
• How our endgame solutions for defined benefit pension schemes can help you navigate to your final destination.

This is a marketing communication. This webpage contains marketing material about our fiduciary management service. This webpage does not represent impartial advice on this service. In certain cases, you are required to conduct a competitive tender process prior to appointing a fiduciary manager. Guidance on running a tender process is available from the Pensions Regulator.

This webpage is provided by SEI Investments (Europe) Ltd ("SIEL"). SIEL is authorised and regulated by the Financial Conduct Authority. Financial Services Register Firm Reference Number (FRN) 191713. Registered office; 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. Registered in England and Wales – company number 03765319. This webpage is only for the intended recipient and should not be distributed further. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to date and complies with relevant legislation and regulations, no warranty is given and no representation is made as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. The views and opinions in this webpage are of SEI only and are subject to change. They should not be construed as investment advice.