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Insolvency guidance and support

If you need further help and support, please feel free to give us a call or email. We welcome direct and early engagement and always treat all conversations in strict confidence, even speaking on a ‘no names’ basis initially if you prefer. General guidance on insolvency and the assessment period These notes will help you meet your statutory obligations and our expectations conducting insolvencies during the assessment period.

Scheme trustees

We work with scheme trustees and their advisors when a sponsoring employer is in financial distress or facing a major change or ‘event’ – such as a restructuring arrangement or potential insolvency – which might trigger the entry of an eligible scheme into PPF assessment. 

Submit s122 notices

Here you can find the relevant S122 notification forms to update the status of a pension scheme.

Overview of the assessment process

Get a brief overview of how our assessment process works and learn about the key stages in the journey.

Pension professionals

Actuaries, lawyers and other scheme advisers can get in-depth technical guidance, updates and news here.

Submit an s120 insolvency notice

Get a brief overview of how our assessment process works and learn about the key stages in the journey.

Restructuring guidance

We will take part in restructuring if it means the return from the employer will be better than if the business had been simply left to fail. It usually involves removing the pension debt from the company, allowing it to continue to trade with a positive cash flow and potentially make a profit. 

Payment of dividends, guarantees or loan notes

This applies to amounts due to a pension scheme in respect of: dividends from insolvent estates guarantee payments in respect of pension scheme employer liabilities, and loans notes in respect of restructuring deals If the pension scheme is still in assessment when a payment is due or has completed assessment and exited the PPF, please make sure the payment is sent to the trustees of the appropriate pension scheme.

Our panels and frameworks

Our panels of expert firms are here to help schemes through assessment as quickly as possible.

Exempt Transfer Form – Self-segregation form