CASE STUDIES

If you would like some help selecting which case studies to read, please visit 'What's best for me?' to answer three quick questions so we can direct you to the most relevant content. Otherwise you can use the index of case studies below to read the short description of each case study, including which type of contingent funding solution was used.

World Duty Free Group uses our Streamlined Escrow for pensions

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BT: combining contingent funding solutions to provide an attractive outcome for all stakeholders

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Using contingent funding solutions to support M&A

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Using contingent contributions to achieve fairness across stakeholders.

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Leveraging letters of credit to mitigate private equity risk.

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Negotiating profit sharing mechanisms and negative pledges to support refinancing and Covid-19 contribution deferrals.

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Using Asset Backed Funding to optimise the sponsor’s regulatory capital requirements while maintaining covenant.

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Using a letter of credit to justify a “Bespoke” approach to funding.

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Using a Group Company Guarantee to provide mitigation for adverse covenant effects of an M&A.

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Using a range of contingent funding options to facilitate an appropriate investment strategy by assessing member outcomes in the context of covenant and funding.

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Using a Group Company Guarantee to provide support to a well-funded scheme.

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Converting a letter of credit to an escrow to avoid trapped surplus upon full scheme buy-in.

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Using a negative pledge to safeguard an existing dividend policy.

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Using a Group Company Guarantee to manage Section 75 debt risk with the bonus of a big PPF levy saving!

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Using an upside mechanism and escrow to mitigate the adverse effect of the Corporate Insolvency and Governance Act 2020 (“CIGA”) on benefit security.

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Using our Streamlined Escrow to mitigate loss of covenant support following sale of sponsor’s headquarters.

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Learn more about each contingent funding option, how you might use them and the advantages and disadvantages of each