Corporate events often present the single largest covenant risk for pension schemes and have the potential to change the profile of the sponsoring covenant overnight. Our experience suggests that there can be a significant difference in the outcome when the trustees and sponsors are well prepared beforehand.

This training session is designed to provide an overview of some of the key pitfalls pension schemes and their sponsors can experience in a corporate event, how pension schemes could anticipate corporate events and prepare their plans of action beforehand, how they might communicate their key concerns and share their planning with the sponsoring employers, and execute on their “game plan” when an event does take place.