Assessing the employer covenant

Assessing and understanding the strength of the sponsoring employer’s covenant has become an increasingly important and complex issue for pension scheme trustees, sponsors and the Pensions Regulator.

The latest guidance from the Regulator expects trustees to incorporate their assessment of the strength of the sponsoring employer into their decision-making on funding and investment strategy, and into their ongoing monitoring framework. Trustees are also expected to demonstrate the quality and objectivity of their assessment process.

A new, market-leading solution

Our clients have told us that previous advice they had received on covenant issues was too expensive, was often unclear and failed to integrate with their funding and investment strategy.

We have therefore forged close working relationships with a small number of covenant assessment providers to develop offerings that our clients really appreciate, at highly competitive fees. These are firms we have worked with and which have received great feedback from clients and staff.

Actuarial and investment services

Find out how our advanced actuarial analytics tools and services can help you.

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