We take the leading role in managing a scheme wind-up. Working with existing trustees we encourage their input to deliver practical solutions to wind-up problems, which are consistent with best practice.

What makes our approach different?

  • A due diligence exercise is undertaken before tendering or accepting any appointment
  • A formal project plan, including budgets for each activity, is established from the outset
  • Review meetings with a scheme's stakeholders are encouraged and maintained throughout the wind-up process
  • Service provider fees are measured against our own time modules and assessed for value for money
  • Internal legal consultancy is undertaken before requesting costly legal services
  • Contact with The Pensions Regulator (TPR) is established on each appointment

We participate at the highest levels in a variety of Pension Industry forums, highlighting and emphasising the role of independent trustees.