A client was seeking to raise additional finance to expand his business. He had already exhausted all traditional funding lines. He could have raised funds secured against the family home, but he did not want to explore this option. He also did not want to bring in an equity investor.

The client had a pension with a cash value well in excess of his funding requirement. We introduced him to our specialist pension funding partners who structured a loan from his own pension fund. They used his company’s intellectual property value, including his branding and website domain, as security for the loan.