Case Studies Archives - Independent Trustee Services

Case Studies

Pension scheme buy-outs – how to do a buy-out in less than two weeks

When Marathon Services (G.B.) Limited Pension & Life Assurance Scheme went through some changes, they decided to bring in a professional trustee to help progress the various workstreams. Here’s how we helped.

Moving to Fiduciary / Delegated Investment Model

17.6.21 | Case Studies

A global manufacturer and supplier of lighting solutions had a mature Defined Benefit scheme with £250M assets but with a deficit on a 30 year recovery plan supported by a weak sponsor. See how we helped them.

Moving from Joint Trustee to Professional Corporate Sole Trustee and Solving Funding Issues

12.5.21 | Case Studies

The sponsor was keen to re-risk the scheme to bridge the gap to buy-out via the investment strategy and to enable the DB underpin issues to be addressed. See how we helped them.

How to do four buy-ins in four months

12.5.21 | Case Studies

In the space of 4 months, 4 medium to large buy-ins were effected with two different insurers, covering over 18,000 members and insuring £2.75bn of liabilities.

Move to DC Master Trust – good value for members and sponsor

12.5.21 | Case Studies

Stelrad, a successful manufacturing firm based in Yorkshire, operated a small DC trust-based scheme alongside a group personal plan for auto-enrolment purposes. See how we helped them get better value.