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The latest on
contingent funding for pensions with a focus on BT’s innovative solutions

Our viewpoint

Watch our on-demand webinar to hear about the latest market trends on contingent funding solutions, where we are joined by our guest speaker Paul Rogers, Pensions Risk Director at BT.

  • Chaired by Phil Cuddeford, Partner at LCP, who provides a broad market perspective on developments in contingent funding solutions.
  • Hear Paul Rogers, Pensions Risk Director at BT, provide insight into how their contingent funding package provides an attractive solution for all stakeholders with enhanced outcomes compared with more traditional approaches.
  • Katie Peto, Partner at LCP, discusses a simpler approach using Streamlined Escrow.

Watch our on-demand webinar

The 2021 Pension Schemes Act, the forthcoming new DB funding code, and “trapped surplus” concerns are just three of several catalysts for many sponsors and trustees to consider these alternative approaches, which are becoming more and more commonplace.

A great example of this is BT’s most recent triennial pension valuation announced in May 2021. The agreement included a package of contingent funding mechanisms to provide an enduring solution for both the sponsor (BT) and the Trustee of the Scheme. 

While some of the new solutions that are being developed are complex, such as BT’s innovative “co-investment vehicle”, many other sponsors and schemes will be looking towards simpler and more “off the shelf” approaches - one example of this is our Streamlined Escrow.

In this session our expert speakers provide an overview of all these developments.

Who should attend?

Scheme sponsors (including Finance Directors and Treasurers), pension trustees and pension managers 

Duration

45 minutes (incl. Q&A)

Contingent Funding Handbook: Emerging trends and market practice

Contingent Funding Handbook: Emerging trends and market practice

THOUGHT LEADERSHIP REPORT

A great way for Trustees and Sponsors to protect member benefits as well as the shareholders and other creditors of the sponsoring employer.

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