Pension scheme refinancing transaction advisory

Tackling issues with practical, commercial advice

Refinancing can bring a variety of commercial rewards, but it does come with its risks – particularly when it comes to pension schemes. New funding deals can adversely affect schemes, leaving them open to scrutiny from the regulator if members end up losing out. We can help steer you away from any pitfalls.

Whether a refinancing deal is already in place or it’s just at the research stage, our experts can help safeguard a pension scheme. We’ll react quickly if we need to rectify any errors from a previous refinancing or pre-emptively assess potential issues before they arise to facilitate transactions.

Where possible, we’ll also help with negotiations. Getting us involved early is the best way to help a refinancing deal run smoothly – and to avoid regulatory action later down the line.

What every client can expect, no matter the situation, is clear and practical advice. We can also draw on the experience of our specialist debt advisory colleagues to provide realistic solutions which make the most commercial sense.

Getting in touch

Gerald Smith

Gerald Smith

  • Partner
  • Pensions Advisory
  • Birmingham

Philip Reynolds

Philip Reynolds

  • Partner
  • Restructuring Advisory
  • London

Gemma Jones

Gemma Jones

  • Director
  • Restructuring Advisory
  • Birmingham

Related services

Debt Advisory

No matter how complex the situation, our experience and expertise delivers straight answers and clear strategies.