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Course Pensions in Corporate Transactions: A Practical Workshop


Pension schemes have become the single most financially significant aspect in a corporate transaction. However, pension schemes continue to be a mystery in a transaction situation for the target company, scheme trustees, lawyers and professional advisors.

Companies such as Marks & Spencer, WHSmith, Sainsbury’s and Boots have all shown the difficulties which a defined benefit scheme can have on the structure and success of a corporate deal.

By the end of this course you will be able to:

  • Undertake thorough due diligence to uncover nasty surprises
  • Assess the structure of the transaction and the pension risks involved (share sale v TUPE)
  • Identify the pension rights and liabilities that will transfer to the purchaser
  • Understand the valuation process of pension schemes, uncovering a deficit and what this means
  • Identify the type of transaction that will trigger the payment of the pension scheme debt
  • Manage the employer debt and regulatory risks
  • Understand the role of The Pensions Regulator – including seeking clearance before the deal happens
  • Assess strength of the pension scheme trustees’ negotiating position

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6 hours


Package Price
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Non Member

(Excluding VAT)


Rukhsana RasheedDetails



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