Financial and risk management of retirement and other benefit obligations
How significant is the size of our retirement obligations relative to the size of our company?
What risks do our retirement obligations pose to our balance sheet, P&L, cash flows, dividends, credit rating and ability to conduct desired business activity including transactions? What actions can we take to manage these?
What actions do we need to take to identify our risks, and to decide which risks to retain and which to mitigate?
Are we managing our retirement plans consistently with our principles for optimal use of cash, capital, budgeting and risk in the wider business?
Can we deploy assets or security, other than cash, as part of our funding of retirement obligations?
What actions can we take to reduce the size of retirement liabilities? Are there offers we can make to our current and former employees?
What is our policy for treatment of retirement obligations when we conduct corporate transactions including deals?
How we can help:
Assessment of size of liabilities, assets and risks
Identification and implementation of available actions to reduce liabilities, risks, costs and cash demands
Funding strategies allowing effective cash flow management, including the use of non-cash funding and security
Preparation for and negotiation of pension aspects of transactions including deals
Monitoring and reporting of financial and risk status using leading edge technology