CDC strategy and implementation

We work with clients at the forefront of developing new CDC schemes in the UK

We combine asset and liability modelling and scheme design expertise with emerging insight from regulators and policymakers to help clients implement CDC schemes that meet their members’ needs. We can help explain CDC to your employees, representative groups and other pension stakeholders to ensure your new scheme is a success.

Our clients value working with us because we become trusted partners who understand what is possible, and how this fits in with their specific objectives. 

Through our experienced and innovative consultants, providing scheme design, modelling, investment and covenant advice, we are able to help you design and implement a successful CDC scheme: 

Designing your CDC scheme

We are advising clients in the first wave of CDC schemes and have worked with them to consider key scheme design options that are intergenerationally fair and meet other key strategic objectives. We use this real-life experience to help all our clients on their journey to launching or joining a CDC scheme.

Modelling solutions

We will use our expertise to show how your CDC scheme might fare in real-life scenarios. This brings CDC to life, helps show its expected improved outcomes versus other types of pension, and provides analysis to meet emerging regulatory requirements.

Stakeholder and project management

We have extensive experience of explaining pension scheme changes to pension stakeholders in a clear and engaging way. We are also experienced project managers and can either manage the whole process of moving to CDC or work with a client's own team, depending on their preference.

Interaction with regulators and policymakers

Through our work advising clients already designing their CDC schemes, we have had extensive interactions with regulators and policymakers on the requirements for CDC. Our industry leading figures, including Sir Steve Webb (former pensions minister) and David Fairs, ensure our clients are best prepared to take advantage of the exciting change, expected from CDC and implement future-proofed strategies.