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Types of contingent funding

ESCROW ACCOUNTS AND RESERVOIR TRUSTS

Funds are held by a third party but ringfenced for the pension scheme. Funds are transferred into the scheme or back to the sponsor based on pre-determined triggers.

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CONTINGENT CONTRIBUTIONS

Funds are transferred from the sponsor to the scheme based on pre-determined triggers.

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Case studies

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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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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