OnDemand

OnDemand: Planning for Endgame – options for smaller schemes

Charles Stanley Fiduciary Management is delighted to explore insights for planning for Engame and options for smaller schemes.

20th May 2025

Watch now

On 20 May 2025, our Fiduciary Management team were joined by André Kerr, Head of FM Oversight at XPS and Sasha Jain, Professional Trustee at Vidett, to explore the different endgame options for smaller schemes and the investment considerations for each. In this webinar, we discuss:

Why it is important to consider the endgame for your scheme (4.30)
Practicalities of buying out for smaller schemes and what a ‘buy-out aware’ investment strategy might look like (9.45)
Business case for running smaller schemes and what a ‘run-on’ investment strategy might look like (17.45)
Other endgame options available to smaller schemes and the practicalities of each (35.00)
Considerations and potential conflicts for trustees/sponsors to be aware of when deciding on the right endgame strategy (40.12)

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