Scheme restructures

Scheme restructures will be high on the agenda for many trust-based schemes. We have developed a range of material to support you and your clients.

 

Sample member letters

These letters have been designed to

  • Explain the process to their employees
  • Detail the benefits of the change
  • Ease employees' concerns

There are three letter templates available, which can be adapted to suit the individual requirements of you and your clients

 

Case study

This covers a typical restructure scenario and details a CIMP arrangement moving to a Group Personal Pension for regular contributions and S32a for buying out existing benefits. It provides details of the scenario and suggests how the restructure could be tackled.

Download

 

Support Literature

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