PMI North West Regional Group
Navigating DB endgame options with practical guidance for trustees and sponsors
The options available for DB schemes approaching their 'endgame' are continuing to increase - with trustees and sponsors having to weigh up run-on strategies against new capital-backed structures and further sophistication in the offerings from bulk annuity insurers.
In this session, we explore some of the innovative structure now available, and their regulatory context, and show how trustees and sponsors can navigate towards the right solution for their scheme.
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Fees
Members: Free -
In-person
Event -
1
Speaker -
CPD
1
Event Details
THE BASICS
Understanding endgame options for DB pension schemes — from run-on strategies to capital-backed solutions and bulk annuities, and how trustees and sponsors can choose the right path.
- PMI North West Regional Members
- Pension Consultants and Clients
- Independent Trustees
- Pensions Advisory Companies
- Pension Scheme Managers
Weightmans, No.1 Spinningfields, Hardman Square, Manchester, M3 3EB
Event Agenda
Keynote
Jack is Principal and Senior Consulting Actuary at Barnett Waddingham. He advises DB trustees and sponsoring employers on funding and long-term strategy.
Jack's particular expertise is in innovations in the risk settlement market, having closely invovled with capital-backed consolidation vehicles since their inception. He was lead adviser on the recent landmark transaction between the Church Mission Society Pension Scheme and Clara-Pensions, a first-of-its-kind 'connected covenant' superfund transfer.