Excellence in Endgames

Whether you are a trustee or an employer of a DB scheme, our 'Excellence in Endgames' hub is here to help you cut through the complexity.

For those managing DB pension schemes, it's a pivotal and exciting time.

With a dynamic risk transfer market and new provider solutions, endgame planning is complex. It's not just about buy-out versus run-off; factors like scheme size and stakeholder beliefs play crucial roles. Careful consideration is key to navigating this diverse landscape.

Whether you are a trustee or an employer of a DB scheme, our 'Excellence in Endgames' hub is here to help you cut through the complexity, identify the right endgame strategy for your individual scheme and develop and execute a strategy that puts member outcomes at its heart. 

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Access our Excellence in Endgames Insights Hub

Over the coming months our experts will be sharing more thoughts and insights to support you in thinking through the various options from setting your strategy to how to implement it.

If you’d like to discuss anything in more detail, please get in touch with one of our Excellence in Endgames team members.

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The member perspective: what really matters to members?

As trustees and sponsors navigate the complex journey towards their scheme’s endgame, it's vital to understand what really matters to members.

We surveyed over 1,000 individuals in the UK with defined benefit (DB) pensions and revealed powerful insights into member priorities. The insights could help shape endgame strategies, implementation plans and member communications that build trust and confidence.

Our member perspective series explores one stand out question: what really matters to members?

Our first publication explores why understanding member priorities is critical, and how our insights can inform endgame strategies. By putting members at the heart of decision-making, trustees and sponsors can build confidence and deliver outcomes that align with what matters most.

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In our second publication, we take a deeper dive into member views on schemes running on and how surplus should be shared. We explore how members feel about their scheme continuing and what they expect should happen to any surplus. We also cover how these views align with corporate priorities, and what this means in practice for trustees and sponsors.

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Our third publication focuses on getting the member experience right. We look at practical ways to improve it, from providing meaningful support to members through to managing projects effectively. We highlight:
  • where trustees can make an impact
  • the growing importance of strong administration
  • why good data underpins any endgame strategy
  • how to ensure members clearly understand their options.

Read more

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Excellence in endgames: 

a 360° view

Watch our webinar on-demand, where we're joined by Edward Levy from the Law Debenture Group to explore the evolving landscape of pension scheme endgame strategies from multiple stakeholder perspectives.

Catch-up on demand