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Pensions Advisory

At BTG Advisory, our pension advisory work can be divided into three business lines: (i) advising pension trustees, (ii) advising the sponsoring employer, and (iii) expert witness work.

Our team’s work covers employers and sponsors of varying sizes and sectors, including subsidiaries of large international listed corporations, SMEs, professional partnerships, trade unions, not-for-profit organisations and charities. Our pension specialists work with trustees to ensure that the scope of our review (and importantly, therefore, the cost) is proportionate to the size and risk profile of both the scheme and the employer. We also have specialist expertise in advising trustees and sponsors facing financial distress, assessing the likely return in the event of the failure of the employer’s business and assisting with the negotiation of recovery plans. This includes advising on pension scheme compromises via Company Voluntary Arrangements (CVA) and regulated apportionment arrangements (RAA). 

Clients are also able to draw upon BTG Advisory’s other services, including capital raising, valuations, restructuring and refinancing, as well as insolvency.

 

Deal Success

BTG Advisory’s Pensions Advisory team work alongside trustees, providing expert advice on how to resolve complex pension scheme issues

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Acting for trustees of pension schemes

How we helped:

  • Acted for a multi-employer scheme where the participating employers include two Statutory Training Boards
  • Working with trustees of a pension scheme supported by leading, recently merged, housing association
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BTG Advisory’s Pensions Advisory team work alongside trustees, providing expert advice on how to resolve complex pension scheme issues

Office building 1 pensions advice
Pensions Advisory team provides advice to trustees

How we helped:

  • Advised the trustees of a UK pension on a scheme restructure
  • Worked with a trustee of a scheme supported by a high-street retailer
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BTG Advisory acts as expert witness on high profile pensions scheme cases

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Provision of expert witness services

How we helped:

  • Instructed by the Financial Reporting Council to act as expert in a high-profile case
  • Acted as expert witness in a case relating to seamen employed in the British Merchant Navy 
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BTG Advisory’s Pensions Advisory team work alongside trustees, providing expert advice on how to resolve complex pension scheme issues

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Pensions team advised a sponsoring employer

How we helped:

  • Advised the business on defined benefit pension scheme options
  • Liaised with regulators on client’s behalf
  • Resulted in employer continuing to trade outside of insolvency 
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Find a specialist

Find the right professional using the drop options below. Our national reach covers a network of 8 offices: London, Manchester, Leeds, Glasgow, Birmingham, Bristol, Exeter, Cardiff 

 

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