Endgame planning: out of limbo, into action

The range of endgame options available to pension schemes has grown significantly in recent years. But with more choice can come more uncertainty.

For schemes still weighing up their long-term destination, delaying decisions can have consequences. Taking more risk than necessary, missing investment opportunities or allowing portfolios to drift away from their objectives can all affect outcomes over time.

In our article, we explore the practical actions trustees and sponsors can take while endgame discussions continue. From understanding liquidity and reviewing risk exposure to assessing governance structures and planning for surplus. There are steps that can help schemes stay prepared, regardless of where they ultimately land.

Read the full publication here

Read the publication to discover how taking action today can help preserve flexibility, support better decision-making and keep investment strategy aligned with long-term objectives.

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

You can also explore our Excellence in Endgames insights hub for further commentary, research and practical guidance on the issues shaping the endgame landscape. 

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