Defining the funding plan
Meaningful deficit improvements have not materialised despite strong market performance (and employer cash contributions) over the last 10 years. Often this has resulted from a poorly developed framework for funding a scheme.
Zephyrus Partners works with employers to identify their appetite for risk, cash contribution and time horizon of commitment. These objectives form key inputs in developing a sustainable yet flexible funding framework consistent with the needs of employers and trustees. Such a framework, operating hand in hand with investment strategy, is vital to delivering solvency.