Wind-up:Complete your pension trust wind-up with confidence

Your pension’s wind-up process, managed quickly and efficiently from start to finish

Getting to wind-up can feel like a giant leap

Once you decide to windup your pension trust, the pressure is on to complete the process quickly and efficiently. However, with many pension schemes in the same position, the industry is struggling to keep up with demand.

If your pension scheme is not in good shape, costs can spiral and the process can take many more years than it needs to.

We have dedicated capacity reserved for clients like you, so we regularly complete the entire process (both buy-in transaction and wind-up) within two years. As far as we know, we’re the only ones in the industry that can say this.

Three key stages to an efficient pension wind-up

You’ll get a dedicated team to make sure things run smoothly, working with you through the key stages:

  • Post buy-in transaction data and benefit verification: This is the last chance to make sure that members are getting the right benefits insured. This stage may include GMP equalisation.
  • Buyout: The buy-in insurance policy in the trustee’s name is broken down so that each member gets an insurance policy in their own name and pension payments are made direct to the member rather than via the pension trust. This removes the pension trust’s liability and matching asset for each member.
  • Windup: Completing the process to dissolve the trust.

Why choose us?

A proven track record of success

You’ll get a quick yet methodical transaction: we regularly complete the entire process for both buy-in and wind-up within two years.

  • Capacity: we proactively build in 20% additional capacity to our team so that we can cope with the extra demands of winding up pension trusts.
  • Know-how: We’ve done this before so we’ve got the practices and relationships across the insurance firms we work with which helps you get the best result.
  • Collaboration: our different teams - like pensions administration, actuarial, and governance - work closely together to ensure that everything is handled smoothly.

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Meet our team

Sam Roberts, Investment Director

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Martin Mercer, Senior Investment Consultant

Martin Mercer: Find out more about Martin's role at Cartwright and other members of the team

Tom Hawthorn, Head of Platform and Fund Research

Tom Hawthorn: Tom has been advising on investment strategy for more than 20 years, find out more about Tom and other members of the Cartwright team

Adam Gregory, Senior Investment Consultant

Adam Gregory: Learn more about Adam and his work at Cartwright and other members of the team

"Thanks for your hard work: we were very impressed with what you achieved in such a short time."


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