How to get your scheme's data buyout ready

With rising funding levels boosting activity in the defined benefit (DB) pension market, trustees and sponsors must ensure their schemes are transaction-ready to attract insurer interest and streamline the bulk annuity process. As insurers get busier, they’re keen to work with schemes who are well-prepared and demonstrate committment. 

Ultimately, high-quality data minimises post-transaction surprises and reduces the risk of member complaints after winding up. 

Our team are experts in supporting trustees and employers on their scheme's data journey, and have an in-depth understanding of all the steps required to get your scheme's data buyout ready. 

We can undertake all aspects of the data preparation work, working with you and your existing advisors to understand your needs and move you to your ultimate goal, as smoothly as possible. These services will be driven by your needs, and we are flexible in our way of working.

Download the full PDF below to find out exactly how we can support you and explore some real life examples of how we've worked with clients in the past.