Have DB schemes outgrown their endgame strategy?

Improving funding levels across the defined benefit (DB) pensions landscape are giving trustees more options when considering the long term future of their schemes.

For many schemes, an endgame strategy may have been agreed several years ago, when funding levels, market conditions and the range of options available looked very different. As circumstances change, it is important that trustees consider whether the strategy they have in place remains appropriate or whether their scheme may have effectively outgrown it.

In our latest press release, our Director Ray Hughes considers why now may be a good time for trustees to revisit their long term objectives and assess whether their existing endgame plans continue to reflect the position of their scheme.

With stronger funding potentially opening up a wider range of possibilities, trustees may have greater flexibility over their ultimate destination and the timeframe for getting there. This makes it increasingly important to consider the available options rather than simply continuing along a path determined when circumstances were different.

Regularly reviewing the endgame strategy can help trustees ensure that their long term plans remain aligned with the scheme’s funding position, investment strategy, covenant and wider objectives.

Read Ray’s full press release below to find out more.