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Built to last - how covenant
strength interacts with investment

Publications

A practical guide on how covenant strength interacts with investment strategy for DB pensions

A scheme’s long-term funding target is key, however the journey can be equally important and should be planned and managed well to maximise the chances of success. In our latest report we bring together investment, covenant and funding advice and how each of these interactions help identify risks and help your pension scheme weather a storm.

Also in this report:

  • A six step TESTED framework – questions to ask your covenant adviser
  • A look into three case studies which looks at real win-wins for trustees, members and sponsors
  • A checklist to guide you through your next covenant review.

Explore the report

The new DB funding code – a whole new world for covenant advice

The new DB funding code – a whole new world for covenant advice

On-demand webinar

Watch our on-demand webinar as we take a deeper look into the covenant aspects of the proposed Code and its underpinning draft DWP Regulations.

Watch now

How we can help

We help trustees understand and monitor the employer covenant.

Our investment team works with trustees and sponsors of pension schemes to help them maximise their investment returns, while ensuring risk is well managed.

We help clients identify, manage and monitor pensions risks in an integrated way.