Catering to your trustee board’s unique requirements
When faced with risk management or investment decisions, you want to be ready. Working collaboratively, we help you stay ahead of necessary requirement and monitoring so you have access to all available information and are prepared to respond swiftly and effectively to changing developments.
Our covenant consultants work together with our actuaries and investment consultants to present holistic advice across all dimensions of risk so that all covenant decisions have a factual basis, agreed by both the trustees and the employer.
We also provide covenant support through corporate transactions, scheme mergers, and other events. And if an assessment is challenged, we can assist in reaching an agreed conclusion and minimising costs. Our covenant services include:
- Covenant consulting for trustees
- Covenant assessment for valuations
- Covenant monitoring
- PPF certification of contingent assets
- Transactions and other events
- Corporate consulting