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In 2023 trustees have new challenges to consider in setting a long term strategy.

Should it be buyout or renewal? 

C-Suite Pension Strategies has devised, with leading financial institutions, FiduciaryPlus which makes running on a DB pension scheme attractive.  Recent regulatory, Court, economic and member attitude changes all make an alternative journey plan immediately relevant. 

What do you think?  How would you respond to the following statements? 

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* 1. Until the impact of Solvency II reforms and demographic uncertainties are clearer, risk transfers should be on hold.

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* 2. The additional insurance cover that a buyout brings for savers’ pensions is modest and diminishing and can make severing the sponsor covenant questionable.

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* 3. ESG considerations and Court rulings allowing annuity transfers makes who will control a saver's pension and what they invest in a significant factor for trustees in assessing members’ best interests.

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* 4. Scheme trustees should have obtained the best available specific membership data ahead of risk transfer decisions.

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* 5. Trustees should consider running on, keeping the sponsor, with the renewal of the scheme on a modernised basis so all stakeholders can be rewarded.

C-Suite Pension Strategies believe that running on established DB pension schemes can create substantial value for all stakeholders.  We have close partnerships with leading asset managers and financial institutions who can make running on happen.  We also work with MorganAsh who provide Medically Underwritten Mortality Studies.

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