Case Study: a large scheme’s in-house trustee executive team achieves a clearer long-term funding strategy with Hymans Robertson

Large Scheme’s In-house Trustee Executive Team aligns short-, medium- and long-term funding strategy with Hymans Robertson

Hymans Robertson provided advisory services to the in-house trustee executive team of a large multi-billion-pound pension scheme. The client's challenge was a constrained investment strategy overly focused on short-term regulatory requirements, which was creating confusion among advisers and hindering long-term sustainability planning for the scheme.

Hymans Robertson held a collaborative workshop and used its integrated approach to funding and investment to refocus the strategy. The solution involved a phased approach for fast-track regulatory compliance, introducing unified KPIs, and aligning the long-term funding strategy with scheme sustainability. Hymans Robertson's work provided the in-house team with greater confidence and helped align trustee and sponsor objectives to create a more effective long-term plan.