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For many UK defined benefit pension schemes, liability-driven investment (LDI) is the largest allocation. It’s also an allocation where small inaccuracies can lead to big consequences.
Due to the inherent complexities, we find that trustees often avoid spending time on their LDI mandate, which can lead to nasty surprises down the line.
Instead, we recommend that our clients dedicate time up front to design an appropriate LDI setup. This is likely to reduce the amount of ongoing input required and ensure that the LDI mandate is sufficiently future-proofed.
So, when was the last time you reviewed your LDI mandate?
Our LDI health check provides a holistic assessment of your scheme’s LDI mandate, highlighting any areas of concern and suggesting tailored recommendations to future-proof your portfolio.