Mark Roberts FIA

Partner

Mark has over 20 years’ experience providing actuarial pensions advice to defined benefit pension scheme clients - building trusted relationships and helping his clients to understand and manage their pensions risks and develop pragmatic solutions to their many pensions challenges.

He acts as a consulting Scheme Actuary to trustee boards as well as a pensions adviser to corporate appointments, covering a wide range of schemes from £10m up to £1bn.  The variety of his work enables Mark to give rounded advice to both his trustee and corporate clients.


Significant experience:

  • full range of trustee and corporate advice on scheme funding matters, helping clients deliver funding and buyout strategies
  • innovative integration of dynamic funding and investment 'flight path' strategies to de-risk a maturing pension scheme, incorporating atypical financing measures to mitigate overfunding risk
  • bulk annuity transaction advice, including non-standard buy-out and wind-up of a sponsor’s UK and overseas DB schemes involving debt compromise and Regulator clearance
  • benefit redesign advice, including managing scheme closures
  • de-risking advice, including liability-reduction exercises
  • advice on UK and international accounting disclosures
  • PPF Levy management advice

Insight

View all