The Pensionist - Episode 8: Portunes Pension Capital's landmark capital-backed transaction

In this episode of The Pensionist, we explore the evolution of the Capital-Backed Journey Plans (CBJP) and how these structures are developing in today’s pensions endgame market. Using Portunes Pension Capital’s second CBJP transaction, completed with Aretas Trustees as trustee of the James Neill Pension Plan, as a case study, we look at how the structure has evolved to meet the needs of trustees and sponsors. As pension schemes become better funded, endgame planning is no longer a simp...