Pensions Advisory

At BTG Advisory, our pension advisory work can be divided into three business lines: (i) advising pension trustees, (ii) advising the sponsoring employer, and (iii) expert witness work.

Our team’s work covers employers and sponsors of varying sizes and sectors, including subsidiaries of large international listed corporations, SMEs, professional partnerships, trade unions, not-for-profit organisations and charities. Our pension specialists work with trustees to ensure that the scope of our review (and importantly, therefore, the cost) is proportionate to the size and risk profile of both the scheme and the employer. We also have specialist expertise in advising trustees and sponsors facing financial distress, assessing the likely return in the event of the failure of the employer’s business and assisting with the negotiation of recovery plans. This includes advising on pension scheme compromises via Company Voluntary Arrangements (CVA) and regulated apportionment arrangements (RAA). 

Clients are also able to draw upon BTG Advisory’s other services, including capital raising, valuations, restructuring and refinancing, as well as insolvency.