Employer Covenant Assessment

Tailored and independent employer covenant reviews.

We provide tailored, independent employer covenant reviews for defined benefit pension scheme Trustees, as part of our Trustee integrated risk management service.

Our reviews are independent of any actual or perceived conflicts, compared to an internally undertaken assessment.

Employer covenant assessments are undertaken within our corporate finance team and are tailored to Trustee requirements.

The reviews can be undertaken on an ongoing periodic reviews basis or, as a one off exercise driven by corporate activity or funding negotiations. Where necessary, we can assist Trustees in negotiations and in finding solutions.

Our findings are formalised in a report, including our overall assessment.

Contact us

Shona Harvie
Shona Harvie
Partner, Pension Funds Group
London