• Home
• Introduction
• Track Record
• Our Services
• The Team
• Contact Us

Introduction

Penfida is the leading independent corporate finance advisory firm focused exclusively on supporting and advising pension fund Trustees.

The responsibilities and duties of pension fund Trustees have never been more clearly at the centre of corporate affairs. Virtually every significant corporate event in the UK – refinancings, adverse trading performance, mergers, acquisitions, divestments, demergers, returns of capital – is likely to have some implications for a defined benefit pension fund.

Pension Trustees now have significant powers – and responsibilities. Often the pension fund will be a major creditor of the sponsor business and the funds’ Trustees frequently find themselves playing key roles in important corporate developments.

Pension Trustees are therefore increasingly seeking independent and objective financial advice to review the sponsor covenant as part of their preparations for Scheme Specific Funding Valuations, or in the context of actual or potential corporate events.

Penfida’s unique trustee focus allows us to avoid the conflicts of interest which arise as a result of advising corporate clients or other third parties. We focus exclusively on advising pension fund Trustees.

Set up in January 2006, Penfida’s team of highly experienced senior corporate financiers operates with a strong partnership culture. Penfida represents a combination of senior investment banking experience and specific knowledge of defined benefit schemes and the pensions regulatory environment.  Its partners have been trusted advisers to UK and international companies for many years. In addition our senior partners have experience of chairing 5 defined benefit pension schemes.

We provide the analytical and advisory experience and resource to Trustees to put them on an equal footing with companies that have ready access to advice from in-house professional resource, investment banks and other corporate finance firms. Our objective is to work with Trustees to help them achieve the best outcome for their members.