WebMar 1, 2024 · Many sponsors and trustees are now revisiting their journey plans - their long-term goals and how they’re going to get there. ... Schemes considering other market solutions, like consolidators or third party capital backed solutions, would need different measures depending on the target investment strategy and the returns underwritten by … WebJun 24, 2024 · This structure sees the pension scheme benefit from the security of an additional capital buffer until buy-out is secured, while maintaining the link with its …
Katherine Lynas - Senior Consultant - Punter Southall …
WebCapital-backed journey plans: We are observing an increasing interest in capital-backed journey plan (CBJP) solutions. This is a new innovation in the UK pension market, and involves a third party providing a guarantee to achieve a particular funding level or investment return over a period of time (with capital provided to support this ... WebWe work in partnership with defined benefit (DB) and defined contribution (DC) pension schemes, delivering independent advice and solutions. Our award-winning service is focused on helping schemes and members achieve their objectives and manage risk, thereby receiving the best outcomes and security in retirement. dobbins grocery store sand mountain
Going nowhere? Three big ideas to break DB
WebMay 27, 2024 · The capital-backed journey plan concept will, I’m sure, also be of interest to many other schemes and sponsors. “The solution, being essentially an investment solution, did not require clearance,” he explained. WebA number of providers are developing ‘capital backed investment solutions’ (see Fig 3). These solutions provide bespoke investment strategies that support pension … WebUnderwritten (Capital-Backed) Pension Solutions Underwritten solutions are where a third party provider underwrites a defined benefit (DB) pension scheme’s journey plan to its … creating address labels free