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Introductory brochure (September 2016)
1.
THE INFORMATION INCLUDED
IN THIS DOCUMENT MAY BE OF A CONFIDENTIAL NATURE AND IS INTENDED ONLY FOR THE RECIPIENTS AUTHORISED TO RECEIVE IT. DISCLOSURE, COPYING OR DISTRIBUTION IS PROHIBITED AND MAY BE UNLAWFUL, UNLESS THE WRITTEN PERMISSION OF THE AUTHOR IS GRANTED. ©LEVERAGED & EQUITY INVESTMENT PARTNERS. PATENT PENDING. TEL: +44 871 237 4770 |INFO@LEASEINVESTMENT.COM | WWW.LEASEINVESTMENT.COM DEFINED BENEFIT FINANCING SOLUTIONS Achieving, and maintaining, fully funded pension schemes within organisations requires considerable financial flexibility. Leveraged & Equity Investment offer tangible, relevant, financing solutions that remove the restrictions slowing down full scheme funding or risk transfer.
2.
THE INFORMATION INCLUDED
IN THIS DOCUMENT MAY BE OF A CONFIDENTIAL NATURE AND IS INTENDED ONLY FOR THE RECIPIENTS AUTHORISED TO RECEIVE IT. DISCLOSURE, COPYING OR DISTRIBUTION IS PROHIBITED AND MAY BE UNLAWFUL, UNLESS THE WRITTEN PERMISSION OF THE AUTHOR IS GRANTED. ©LEVERAGED & EQUITY INVESTMENT PARTNERS. PATENT PENDING. TEL: +44 871 237 4770 |INFO@LEASEINVESTMENT.COM | WWW.LEASEINVESTMENT.COM The best deficit or risk financing solution at the right time. Deficit elimination, risk transfer or deficit management, today. Unlike recovery plans, or planned for future self- sufficiency, the financial solutions devised by Leveraged & Equity Investment give your scheme the capital for assets, or risk transfer solutions, immediately. They give the flexibility the scheme needs to change and add to scheme assets without restrictions, whilst adjusting financing to your shifting business needs. Your pension deficit, or complete scheme, will be removed. Becoming off balance sheet, operating expenditure, with enhanced tax efficiency. Leveraged & Equity Investment enable you to eliminate scheme deficits, whilst preserving your own organisation’s investment capacity. Existing credit facilities are maintained.
3.
THE INFORMATION INCLUDED
IN THIS DOCUMENT MAY BE OF A CONFIDENTIAL NATURE AND IS INTENDED ONLY FOR THE RECIPIENTS AUTHORISED TO RECEIVE IT. DISCLOSURE, COPYING OR DISTRIBUTION IS PROHIBITED AND MAY BE UNLAWFUL, UNLESS THE WRITTEN PERMISSION OF THE AUTHOR IS GRANTED. ©LEVERAGED & EQUITY INVESTMENT PARTNERS. PATENT PENDING. TEL: +44 871 237 4770 |INFO@LEASEINVESTMENT.COM | WWW.LEASEINVESTMENT.COM Tailoreddeficit financing. You and the trustees have complete freedom to decide the amount of capital injected into the pension scheme. Leveraged & Equity Investment operates independently of investment managers, insurers and advisers. You spread the cost over a period of years without having the issue of deficit contribution peaks. Leveraged & Equity Investment provides an optional “pre deficit elimination” facility that pays for assets as purchased by the Trustees to the agreed amount before commencing the formal term facility. The term facility is structured for your organisation’s accounting, legal and pension framework. The scheme has complete investment autonomy. Surplus rebates included free of tax deduction. Sponsor and scheme benefits. Deficit – eliminated or reduced to agreed levels. Cash - preservation of capital enabling investment in the sponsor business, with improved cashflow. Cost - high cost balance sheet pension debt replaced by low cost revenue expense. Tax- tax efficient payment and contribution structures. Control - no contribution peaks, just equalised, or agreed, facility payments. Ratios - off balance sheet financing, improves core ratios and covenant coverage. Simplified – Investment decisions and forward planning is simpler with full funding.
4.
THE INFORMATION INCLUDED
IN THIS DOCUMENT MAY BE OF A CONFIDENTIAL NATURE AND IS INTENDED ONLY FOR THE RECIPIENTS AUTHORISED TO RECEIVE IT. DISCLOSURE, COPYING OR DISTRIBUTION IS PROHIBITED AND MAY BE UNLAWFUL, UNLESS THE WRITTEN PERMISSION OF THE AUTHOR IS GRANTED. ©LEVERAGED & EQUITY INVESTMENT PARTNERS. PATENT PENDING. TEL: +44 871 237 4770 |INFO@LEASEINVESTMENT.COM | WWW.LEASEINVESTMENT.COM Tailoredliability management. Leveraged & Equity Investment work with you, the trustees and your advisers to agree a maximum level of potential liability financing, without the obligation to commit fully. You pay, at the approved terms, only for your net scheme purchases at expiration of an agreed “pre liability management” short term facility. The scheme has complete autonomy over purchases and disposals. Reviews are conducted at pre agreed intervals to establish any further drawdown requirement, or alterations to payment or term. Surplus rebates included free of tax deduction. Sponsor and scheme benefits. Deficit – ongoing elimination or reduction to agreed levels. Cost - high cost balance sheet pension debt replaced by low cost revenue expense. Cashflow – Improved cashflow and ratios. Certainty - no contribution peaks. Equalised, or agreed, facility payments over flexible periods. Tax- tax efficient payment and contribution structures. Comprehensive – enables a holistic approach to be taken by the sponsor and scheme. Efficient – corporate and trustee budgets can be managed efficiently and cost effectively. Implementation – enables scheme funding and risk planning to be implemented without financial constraints. Time– administrative time, therefore cost will be reduced for both sponsor and scheme. Risktransfer solutions.
5.
THE INFORMATION INCLUDED
IN THIS DOCUMENT MAY BE OF A CONFIDENTIAL NATURE AND IS INTENDED ONLY FOR THE RECIPIENTS AUTHORISED TO RECEIVE IT. DISCLOSURE, COPYING OR DISTRIBUTION IS PROHIBITED AND MAY BE UNLAWFUL, UNLESS THE WRITTEN PERMISSION OF THE AUTHOR IS GRANTED. ©LEVERAGED & EQUITY INVESTMENT PARTNERS. PATENT PENDING. TEL: +44 871 237 4770 |INFO@LEASEINVESTMENT.COM | WWW.LEASEINVESTMENT.COM All parties agree the principle of either self-sufficiency through buy-in or complete scheme removal with buy-out. Leveraged & Equity Investment provide financing options of up to 25 years for immediate risk transfer, or on a proposed future date. The sponsor can take an optional cash injection from Leveraged & Equity Investment, without 35% tax deduction. Leveraged & Equity Investment pay cash balances to the insurer, scheme and sponsor as appropriate. Scheme invests as decided for targeted risk transfer schedules, or completes immediate partial or full risk transfer with Leveraged & Equity Investment funds. The scheme risk is removed from the sponsor balance sheet immediately, or partially insured. Leveraged & Equity Investment structures are free of settlement costs. Sponsor and scheme benefits. Risk – the pension scheme risk is removed or insured as required, immediately with no lengthy delays. Cost – the scheme risk is removed at today’s cost, paid with tomorrow’s profits. Attractive NPV projections enhance the benefits of risk transfer, even for fully funded schemes. Cash – pension scheme cash cost is now fixed for a known time enabling more accurate forecasting. Capital – take a, free of 35% tax deduction, rebate from the scheme for re-investment even with asset shortfalls. Investment – sponsor businesses can make better investment decisions with a volatile risk removed. Tax – tax efficient revenue expenditure payments. Investors – investors will look more favourably on a risk reduced investment that now has the potential to offer higher rewards. Credit – reduced risks and improved covenant ratios meaning lower borrowing costs.
6.
THE INFORMATION INCLUDED
IN THIS DOCUMENT MAY BE OF A CONFIDENTIAL NATURE AND IS INTENDED ONLY FOR THE RECIPIENTS AUTHORISED TO RECEIVE IT. DISCLOSURE, COPYING OR DISTRIBUTION IS PROHIBITED AND MAY BE UNLAWFUL, UNLESS THE WRITTEN PERMISSION OF THE AUTHOR IS GRANTED. ©LEVERAGED & EQUITY INVESTMENT PARTNERS. PATENT PENDING. TEL: +44 871 237 4770 |INFO@LEASEINVESTMENT.COM | WWW.LEASEINVESTMENT.COM Leveraged & Equity Investment work with the majority of professional advisers and consultants to defined benefit pension schemes. Furthermore, we can work with, and can provide financing for most bulk annuity insurers and leading investment management companies products and strategies. Your advisers can assist you in establishing an initial approach to Leveraged & Equity Investment to assess the availability of pension scheme financing. Leveraged and Equity Investment funding solutions. Leveraged and Equity Investment are financing specialists. Our financing expertise is entirely devoted to three areas of financing and equity investment, and only three areas. Technology, Employee Benefits and bespoke project requests. We have extensively researched the issues surrounding defined benefit pension funding issues. Not before conducting this research, taking over two years, have we produced our funding solutions. Over thirty years experience of creating bespoke financing solutions has enabled us to create a range of offerings that are cashflow, tax, profit and pension scheme efficient. The solutions we offer are individual, designed to maximise pension scheme security at the lowest net present value to the sponsor. Leveraged and Equity Investment process
7.
THE INFORMATION INCLUDED
IN THIS DOCUMENT MAY BE OF A CONFIDENTIAL NATURE AND IS INTENDED ONLY FOR THE RECIPIENTS AUTHORISED TO RECEIVE IT. DISCLOSURE, COPYING OR DISTRIBUTION IS PROHIBITED AND MAY BE UNLAWFUL, UNLESS THE WRITTEN PERMISSION OF THE AUTHOR IS GRANTED. ©LEVERAGED & EQUITY INVESTMENT PARTNERS. PATENT PENDING. TEL: +44 871 237 4770 |INFO@LEASEINVESTMENT.COM | WWW.LEASEINVESTMENT.COM The process is designed to minimise your time and cost, whilst enabling a prompt pension scheme solution. 1st Stage 2nd Stage 3rd Stage Initial discussion to establish the suitability of L&EI financing, and sponsor eligibility, for solutions. No charge. Confirm accounting, legal, and regulatory treatment. Produce legal documentation. Agreement to proceed in principle. Establish additional requirements. In depth financial models produced to agreed terms (Tax, prompts, creditors, security etc.). Effects on existing financial arrangements inclusive. Confirm closure dates. Establish terms of Trustee contact. Analysis with sponsor’s accounting and legal advisers. Obtain Trustee agreement. Release funds to appropriate parties. To arrange a preliminary discussion, contact your usual scheme consultants who will investigate eligibility for financing or Chris Bardouleau, Senior Partner at Leveraged & Equity Investment who manages the pension financing schemes. To contact Chris please use one of the methods below: Email: chrisb@leaseinvestment.com Direct Portable Number: +44 (0)870 3143 222
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