Navigating capacity constraints to ensure a smooth and successful buy-out

Welcome to our first publication on the buy-out and wind-up market. With more schemes than ever moving toward buy-out and wind-up, we explore key challenges such as market capacity and how to set up for success. This marks the start of a series focused on navigating today’s landscape without compromising member experience.

In this article, we explore: 

• overcoming capacity constraints, taking a closer look at data and scheduling challenges 

• aiming for a successful buy-out

• risk management and surplus planning 

• a real-life case study where we put it into practice

Read our article

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