Adam Baxter FIA

Adam advises trustees of occupational pension schemes acting as actuary to a variety of schemes, typically focussing on ones under £100 million. With 18 years’ experience, Adam provides pragmatic tailored advice to suit his clients’ needs and has developed many good and trusted relationships.

Advising trustees of UK defined benefit (DB) pension schemes, Adam has also been heavily involved in GMP equalisation exercises and leading schemes through the buying out and winding up process.

Adam is scheme actuary on a number of smaller schemes (under £20m). He is client lead or lead consultant on a further five schemes including several with active membership, covering a range from £20m to £400m. In addition, he is actuarial lead on a number of projects including buyout projects and large GMP equalisation and conversion exercises.

Significant experience

• Helping many schemes through the buyout and winding up process.
• Led and been involved in multiple GMP equalisation projects, including several GMP conversion exercises.
• Working with trustees and investment consultants to help prepare for significant de-risking of investment strategies in preparation of seeking bulk annuity transactions.
• Working with open schemes to consider complex issues around an active membership.

Other expertise

Working with investment, administration, and risk transfer colleagues, as well as other advisors across large complex projects. Preparing consultation responses for clients, with a focus on how proposed changes might affect open schemes.