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Pension de-risking solutions

Leveraging our experience for the benefit of our clients

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We recognise…

We recognise…

the pivotal role played by pension scheme advisers, trustees and sponsors in safeguarding the financial futures of scheme members. We understand the time constraints, the weight of decision-making, and the need for tailored pension de-risking solutions that address the unique needs of each defined benefit scheme.

We understand…

We understand…

that in a landscape transformed by evolving market dynamics, heightened financial responsibilities and shifting regulations, defined benefit scheme advisers, trustees and sponsors face unprecedented challenges. The pressure to manage schemes efficiently, identify suitable endgame solutions, and navigate the complexities of de-risking has never been greater.

We are committed…

We are committed…

to offering a comprehensive service that places relationships and people at the forefront. We stand as a partner, not just a provider, dedicated to supporting pension schemes at every stage of their de-risking journey.

 

Your journey, our solutions

We understand the many challenges facing Defined Benefit Pension Schemes now, and in the years to come.

We have developed a suite of products, leveraging the unique strengths and scale of our asset manager (M&G Investments) and the expertise of our Life company (Prudential) as an asset owner.

Bulk Purchase Annuities (BPA)

The key aim for a Trustee is to safeguard the payment of members' pensions now, and in the future.

Value Share BPA

The Trustee enters into a standard buy-in policy with Prudential Assurance Company (PAC), scheme members then benefit from a fully insured solution.

Additional Funding Solution (AFS)

Not all schemes are at the point of buy out and sponsors may have growing concerns around pension schemes accumulating a build-up of surplus.

Cashflow Driven Investing (CDI)

We offer solutions that evolve through the life of a scheme to efficiently match changing cashflow requirements.

Meet the team

We have the experience and expertise to guide you through our pension de-risking solutions, from initial conversations to delivery and ongoing support. We are committed to delivering commercially-focused outcomes and meeting the desired endgame solution for your scheme. 

Kerrigan Procter

Managing Director of Corporate Pension Solutions

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For BPA and Value Share BPA

Rosie Fantom

Head of Origination & Execution

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Daniel Tesmer

Director, Origination & Execution

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Max Koe

Associate Director, Origination & Execution

020 8162 3796 Linkedin

Kanay Makadia

Associate Director, Origination & Execution

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Mark Speight

Head of Pricing

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Dan Willson

Head of Operations & Proposition

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For alternative endgame solutions

Gurbani Swanni

Head of Endgame Solutions

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This website is for advisers for pension schemes and/or scheme Trustees, Sponsors and Trusts. Its purpose is for information only. It is not for use with scheme policyholders.

Further Information

Why M&G?

Why M&G?

From large institutional clients, to individuals looking to grow their investments, our unique business model helps them to save and invest.

ESG

ESG

As a global investor we aim to enable real-world change and support the shift toward a more sustainable future.

Get in touch

Get in touch

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