Pension Superfunds – do they tick all the boxes?

The end of 2021 has seen Clara-Pensions complete assessment with the Pensions Regulator, the first superfund to have achieved this. This follows the Pensions Regulator issuing "guidance for DB superfunds" a year prior, in June 2020, and issuing guidance on the process it expects trustees and sponsors to follow when considering a superfund transaction, in October 2020.

In light of this news, we have reissued the video below from late 2020, in which Aon Partner and Head of Consolidation John Baines gives a brief overview of market developments. John is joined by LawDeb’s Michael Chatterton to give a Trustee perspective, Michael has a unique position as he is both a pension scheme trustee and a trustee of Clara.

Whilst the initial assessment and related steps are running a year later than expected when we recorded the video, the wider content is as relevant as ever. Look out for more updates soon.

Watch the video

This handy checklist allows you to assess through 6 quick questions whether consolidation ticks the boxes for your scheme.

Aon Solutions UK Limited - a company registered in England and Wales under registration number 4396810 with its registered office at The Aon Centre, The Leadenhall Building, 122 Leadenhall Street, London EC3V 4AN.