Case study: Creating value through a dynamic investment framework

In the UK, a significant proportion of defined benefit (DB) scheme assets are held by a small number of large schemes. These large schemes have unique needs and face different challenges compared with smaller ones. As advisers to half of the 20 largest schemes in the UK, and one in five with assets above £1bn, we understand these different needs and are sharing our insights through a series of case studies.

In this case study, we share how we designed and implemented a dynamic investment framework to create value, increase liquidity and improve strategic flexibility for a multi-billion-pound DB scheme.

Read our case study

Through our guidance and innovative advice, the scheme successfully transitioned hundreds of millions of pounds from illiquid assets into more liquid investments, capturing value, taking advantage of market opportunities and keeping endgame options open for the future.

Large scheme case study series

You can catch-up on our other case studies by accessing our hub page, to see how large schemes are navigating their unique challenges.

If you have questions or would like to discuss further, get in touch.

This communication has been compiled by Hymans Robertson LLP® (HR) as a general information summary and is based on its understanding of events as at the date of publication, which may be subject to change. It is not to be relied upon for investment or financial decisions and is not a substitute for professional advice (including for legal, investment or tax advice) on specific circumstances. HR accepts no liability for errors or omissions or reliance on any statement or opinion. Where we have relied upon data provided by third parties, reasonable care has been taken to assess its accuracy however we provide no guarantee and accept no liability in respect of any errors made by any third party.