Pensions strategy

Pensions strategy matters

An effective pensions strategy balances the commitments of the trustees (acting in the best interests of the scheme members) and the scheme sponsor, as well as meeting all regulatory requirements. All stakeholders must be clear on:

  • The outcomes you want to achieve
  • The risks you want to mitigate
  • The opportunities that will enable you to meet your objectives

We can help you plot the right route to your chosen destination and identify the actions that will get you there as quickly as possible. We’ve helped pension schemes large and small to develop and execute their strategic vision, while our work with thousands of corporate sponsors means we understand their needs too. Our award-winning technology can help you benchmark your scheme against similar funds and best practice.

Go bespoke, not off-the-peg

Every pension scheme is different: you’re committed to meeting your promises to members, but you need a strategy for delivery that is tailor made for your individual circumstances. We’ll draw on a pool of expertise and experience that ranges from actuarial consultancy to corporate auditing and economic analysis to investment strategy. We can help you see the full picture and identify the actions now required, given the plans and objectives of both sponsor and trustees.

What is best and what is necessary for your scheme and sponsor?

Develop a sound pensions strategy that will be your roadmap to success:

  • A clear end goal and timeline
  • A funding and investment strategy that is fit for the risk profile of the scheme and its sponsor
  • A schedule of activity to deliver the required governance for effective implementation
  • A logical sequence and plan for pensions activity specific to your specific situation
  • A framework to objectively assess whether new ideas make sense for scheme and sponsor
  • The ability to monitor your progress, including triggers for well-timed action to keep you on or ahead of track
  • Regular reviews to ensure your strategy remains optimal for your changing circumstances

Contact us

Steven Dicker

Steven Dicker

Pensions Strategy Leader, PwC United Kingdom

Tel: +44 (0)7740 242783

Saye Mkangama

Saye Mkangama

Partner, PwC United Kingdom

Tel: +44 (0)7715 211435

Emma Morton

Emma Morton

Director, PwC United Kingdom

Tel: +44 (0)7901 387909

Follow us