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Endgame options for smaller DB schemes

Endgame options for smaller DB schemes

09 June 2021 | 10:00 – 11:00
Free

book now

Endgame options for smaller DB schemes

Smaller DB schemes face unique challenges relating to disproportionate levels of costs and barriers to good governance. However, a growing number of small scheme solutions are appearing in the market. Stoneport’s management team provides an overview of how alternative endgame solutions for smaller schemes operate including their approach to controlling costs and managing risks, and the key considerations when deciding on the right approach for your scheme.

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    Fees

    frees for members and non-members
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    Online

    BrightTALK
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    2

    speakers
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    1 hour

    of CPD

Event Details

THE BASICS

Topics of discussion:
  • DB schemes and barriers to good governance
  • Alternative endgame solutions 
  • How to control costs and manage risks?
Who should attend:
  • Pension Scheme Managers
  • Trustees
  • Administrators
  • Policy advisers
  • Consultants
  • Lawyers
  • Corporate IFAs
  • Investment managers
  • Actuaries
  • Communication professionals
The venue

Speakers

Hear from the experts

Jacqui Woodward
Jacqui Woodward
Punter Southall
- Head of Covenant

Jacqui leads Stoneport’s covenant assessment and advice. She has over 20 years’ experience advising trustees and sponsors on actuarial and covenant matters and advised on some of the first-ever covenant-related projects including corporate restructuring and distressed situations.

Jacqui has been involved in the full spectrum of covenant projects for both sponsors and trustees and will support the Stoneport Trustees in assessing employer’s eligibility to join Stoneport, as well as the measuring, monitoring and managing of covenant at centralisation and thereafter.

Richard Jones
Richard Jones
Punter Southall
- Chief Executive

Richard heads up the Stoneport team and was a key architect in its development. He is a qualified actuary with almost 25 years industry experience, including over a decade heading up Punter Southall’s specialist employer consulting division, prior to the sale of all the pension consulting businesses in 2018.

Having led over 300 complex pension projects during his career he is well placed to understand the technical ins and outs as well as the practical realities to design and develop Stoneport.