Pensions regulations change prompts process simplification

Case Study18th Feb 2022


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Our Client 

A business providing transport services to public and corporate clients with a small in-house finance team required support to deal with changes around pension regulations. At the same time, the client needed to obtain additional finance during a temporary reduction in trading arising from decline in local economy. 

Our Approach 

  • Provided a breadth of financial support services 
  • Simplified their process to address regulatory changes 
  • Supported discussions with finance companies and ensured interest rates were appropriate 
  • Prepared cash flow projections 
  • Prepared management reports to meet finance companies ongoing requirements 
  • Gave assurance that the pension provider selected was suitable for the needs of their employees 

The Outcome 

  • The client could rely on our expertise to comply with new legislation 
  • Their management team could focus on operational matters 
  • Funding requirements highlighted in projections 
  • Introduce lenders not known to client 
  • Management reports that are useful for making decisions 
  • By working with the client for over 15 years we understood the business model which gave our client confidence in our ability to deliver 

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