Commercial and pragmatic pensions advice in corporate transactions

Corporate transactions and other major events in the life of a company have the potential to significantly impact on the security of members’ pension benefits. We provide specialist advice in such situations, focussed on achieving fair outcomes that balance the needs of stakeholders.

Setting the right strategy

The defined benefit pensions environment is expected to undergo significant changes in the next year or so, which include:

  • additional responsibilities for directors, who could be exposed to new sanctions;
  • requirements to notify the regulator of planned corporate events much sooner in the process, along with requirements to notify a   wider range of events;
  • an updated code of practice for scheme funding; and
  • new strengthened powers for the regulator

There are also more options for discharging liabilities with the launch of superfunds.  All of this will impact on pricing defined benefit pensions in transactions and the right strategy for buyers and sellers.

We are market leaders in assessing and designing pension strategies that support corporate transactions while protecting members. We find options to make deals happen. We do this quickly and can assess options live in front of you using our proprietary interactive technology, Radar.

Getting the deal done

Having set the pension strategy in a transaction, it is critical that the deal can be executed with all relevant risks assessed and reflected. Our specialist transactions team is supported by over 200 pension actuaries and the technical research and support teams of XPS Pensions. This allows us to give clear and up to date advice on pension risks.

We have a wealth of experience covering all aspects of deals, from providing detailed financial due diligence and advising on the impact of recent developments to negotiating with the various stakeholders, including pension scheme trustees and the regulator.

Find out more on current issues in pensions here.

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Key Contact

XPS Transactions

Wayne Segers

Head of Transactions

T: 020 3327 5000

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