Client feedback


The service runs very smoothly, might have expected a few more difficulties transitioning to a professional trustee.
Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.
Mark Berry ,
RM
Colin provides expert trusteeship. He guides former employees not familiar with legal constraints and restrictions - he is aware of them and helps solve problems - very happy.
Kathy, may l take this opportunity to thank you for your assistance. There were many times l thought l was losing my mind during my efforts with Aviva. You were a pillar of support for me and you saw my case through to the very end. I cannot thank you enough but thank you again. It is through people like you who strive for professional fairness as well as thoroughness, HCA has such a good reputation.
Ethel Chimutwe,
HCA International Ltd Staff Retirement Benefits Scheme
Provided insight into what other schemes do - useful intelligence. High quality.
Thomas Mercier ,
Invensys
​Their pragmatic approach helps with quick and easy decision making. Another approach might have made things more difficult.
Mark Assinder,
Bouygues

Sale of problem subsidiary

Topic:

Funding & investment

Date published:

Friday, 9 December 2022

Pension schemes can be complex and funding negotiations tricky, especially where corporate transactions are involved. This case study involves our role as trustee for two connected defined benefit (DB) schemes and a sponsor group with multiple subsidiaries, one of which the sponsor was looking to sell.

 

Download the case study

 

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