Client feedback


Clare Owen has been a really excellent scheme secretary
Competent, friendly and very helpful.
​Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.
Katherine Cross,
Tyser
They deliver above expectation when the scheme has a particular challenge.
Ian Edwards,
Comet
Claire offers a very approachable, professional and balanced service, recognising her obligations to the Scheme but providing an awareness of the Employer's perspective. We value Claire's wider industry knowledge and the experience she brings.
Ann and her team are very knowledgeable and proactive, liaise well with our other advisers and provide the Trustees with an invaluable secretarial service.
Ian Edwards,
Chair of Trustees, Comet

Packaging small/medium schemes to achieve competitive buy out terms

Topic:

Market trends

Date published:

Thursday, 17 February 2022

The extremely busy buy out market has made it very difficult to get quotes. This case study looks at how our idea to package 3 schemes together brought an insurer to the table who wouldn’t have quoted if they’d been approached for a PPF+ buyout for each scheme separately.

 

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