Case Studies

We were called on a Friday afternoon to act as trustee for a Company undergoing a transaction during the following fortnight.

This is a ‘distressed’ case where we became involved when the relationship between the Sponsor and the Trustee Board had completely broken down.

This case study relates to how we became involved when the relationship between the Sponsor and the Trustees had broken down so completely that the benefits of the Scheme members were at risk.

We became involved when the relationship between the Sponsor and the Trustee had become very strained and there was a breakdown of trust between both parties.

This case study relates to how we became involved when a Sponsor and Trustees disagreed over future corporate strategy.

In November 2013, 2020 Trustees was appointed to a Scheme where the existing trustees and sponsor had essentially fallen out.

We were approached by a profitable Company that was struggling under the weight of its pension scheme deficit.