Your results

Based on your selections we believe this content is most relevant to you

Types of contingent funding

CONTINGENT CONTRIBUTIONS

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

View option

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.

View option

Case studies

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

View case study

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

View case study

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

View case study

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

View case study

Leveraging letters of credit to mitigate private equity risk

View case study

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

View case study
Return to Step 1