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Professional Investor - Netherlands

Beyond buy-out

The UK pensions landscape has changed significantly in recent time, things we used to take for granted can no longer be relied on. In particular, the time for UK defined benefit schemes to reach buyout has rapidly accelerated, offering many new opportunities for schemes of all sizes.

We recognised that these, sometimes seismic, market shifts would present opportunities for our clients and others, so we focused our efforts on designing solutions to help schemes navigate the new environment.

For smaller schemes, looking to consolidate their scheme and reach the best buyout solution for their members we partnered with some of the most exciting consolidators in the market today – Clara-Pensions and Cheviot Trust. For larger, well-funded schemes we created a new fiduciary managed solution, underwritten by a third-party insurer allowing schemes to run-on with downside protection – we all this FM+.

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Potential for DB Surplus

Let's talk about the UK DB Surplus - at £150bn it’s already pretty substantial but our analysis shows that this is likely to grow to a considerable sum in the next 10 years. Schemes “running on” will become more commonplace and we are actively talking to clients about our innovative solution and the opportunities it offers a well-funded scheme.

FM+ The protected run-on Solution

We know that the options for well-funded schemes with strong covenants are increasing so we developed FM+ for just such schemes .

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Innovative consolidators

We are proud to be the fiduciary manager for both Clara-Pensions and Cheviot Trust – both very different master schemes.

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Whitepaper

Strategies for winning the end-game

In recent years, the pensions landscape has changed drastically. The significant rise in gilt yields over the past two years has resulted, on average, in sizeable improvements in scheme funding positions, accelerating the journey to their endgames. This has made the discussion about endgames more pertinent for trustees, sponsors and advisers.

This paper aims to broaden the thinking around the pensions endgame, acknowledging that buyout is the Gold Standard, but simultaneously raising the question “is it the be-all and end-all?"

Download the whitepaper

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Our team

Andre Keijsers

Head of UK / Head of Institutional Client Management & Origination

+44 79 23 24 35 37

a.keijsers@vanlanschotkempen.com

Vicky Casebourne

Head of Institutional Relations - UK

Hattie Walton

Business Development Fiduciary Management - UK

Georgia Sangster

Business Development Fiduciary Management - UK

There’s a saying in Dutch, Kom verder, it means many things and it’s our business philosophy. It captures the way we work with clients but also the way we steer our investee companies to deliver shareholder value through active engagement.

Capital at risk. The value of investments and the income from them can fall as well as rise, and investors may not get back the amount originally invested. Past performance provides no guarantee for the future.

Van Lanschot Kempen Investment Management (UK) Limited is registered in England & Wales with registration number 02833264. Registered office at 20 Gracechurch Street, London, EC3V 0BG Tel: +44 (0)20 3636 9400. Van Lanschot Kempen Investment Management (UK) Ltd, is authorised and regulated by the Financial Conduct Authority (FCA) with reference number 166063.