Pensions regulations change prompts process simplification

Case Study18th Feb 2022

Contributors

Related services

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 

Sign up to updates

  1. Blog29th Jul 2022

    COVID recovery, labour shortages & supply chain issues: the resilience of Scotland’s food & drink sector

    In the last two years we have seen some of the most challenging times in business. In particular, the Scottish food and drink industry has been hit hard by varying restrictions imposed across the country. Despite these challenges, the industry…

    By Derek Mair

    View more

Share this page