Roundtable: Employer Strategies for Pension Endgame Success
Roundtable: Employer Strategies for Pension Endgame Success
Roundtable hosted by Baker McKenzie LLP
As defined benefit (DB) schemes accelerate toward their endgame, employers face a complex landscape of strategic decisions. This roundtable will explore how to:
- Optimise your approach to buy-in/buy-out transactions while mitigating legal and operational risks.
- Identify and avoid common pitfalls and capitalise on emerging opportunities.
- Collaborate effectively with trustee boards, understanding their motivations and aligning on long-term objectives.
- Manage surplus in a way that balances stakeholder interests and regulatory expectations.
- Address other critical issues that may arise during the transition to endgame solutions.
This session will be highly interactive, offering a platform to share experiences, ask questions, and benchmark strategies with peers navigating similar challenges
If you are interested in participating in this roundtable, please get in touch with the PMI events team on events@pensions-pmi.org.uk
-
Fees
free for members and non-members -
3
speakers -
4 hour
of CPD -
In person
City of London
Event Details
THE BASICS
- Navigating Buy-In/Buy-Out Challenges
- Trustee Dynamics
- Surplus Management
- Companies with a DB scheme, scheme size £250m - £300m +
- Finance directors
- Controllers
- Treasury leads
- Directors
- Pensions/benefits managers
City of London – venue will be shared upon registration approval.
Speakers
Tom is a Partner in the London office's Pensions Practice Group.
He advises both pension scheme trustees and their sponsoring employers in various industries, with particular experience in relation to industry-wide schemes. He has a strong interest in helping trustees and employers manage the risks associated with their schemes, whether through bespoke funding arrangements or risk transfer solutions. He has advised corporate sponsors on some of the largest pension insurance transactions in the market. He also advises on a number of contentious matters as part of the Pensions Department's disputes practice with experience of conducting pensions litigation in the High Court and Court of Appeal.
Thank you to our roundtable sponsors:
