Consultancy Services - Closed Scheme Platform

Closed Defined Benefit Schemes - A Solution

Closed Defined Benefit Schemes - A Solution

De-risking Solution for Employers and Trustees

Press release - JLT Pension Capital Strategies Launch De-risking Solution for Employers and Trustees


Charles Cowling FIA Charles Cowling FIA
Rob Dales FIA Rob Dales FIA

Closed Scheme Platform

OurClosed Scheme Platform enables the employer and the trustees to sign up jointly to a plan that targets an exit strategy within a given number of years in an efficient and cost effective manner. Many sponsors are working with their advisers to look at de-commissioning of the liabilities and that is part of the process, but it extends wider than just focusing on liabilities, de-risking the other aspect of the scheme - the assets, and in particular how you would move over time to cover, or "match", the remaining liabilities whilst making your way along the longer-term path to eventually buying out the scheme.

The platform incorporates a number of features designed to meet the objectives of both the Trustees and the sponsor:

  • A bundled product that targets scheme exit.
  • A efficient administration, actuarial and advisory service which meets a pension scheme's obligations.
  • A focused administration service, including full data cleanse streams, targeting scheme closure and settlement.
  • Automatic and continuous liability management through regular enhanced transfer values, pension increase exchanges, immediate vesting personal pensions and early retirement exercises;
  • Automatic de-risking of investment strategy as asset performance allows
  • Regular monitoring of progress against agreed strategy.




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