Bulk annuities post COVID – Getting engagement and value from insurers
The bulk annuity market seems to have withstood the impact of COVID, but what’s changed? Is the market still supply driven after COVID? How should trustees prepare assets for a bulk annuity? Will there be a return to the end of year sale? What data must be supplied to secure pricing and what can wait until after the transaction?
This session will provide practical advice for trustees considering a bulk annuity.
Introducing: RetirementMatters – financial education that bridges the gap to retirement
The PMI is delighted to announce the launch of a new retirement focused financial education service to help employees and pension scheme members understand how to make the most of their lifetime savings and benefits. This unique educational programme is supported by WEALTH at work, a specialist provider of financial education and guidance in the workplace.
This session considers how pension funds have adapted over time in response to evolving strategic challenges, learning from experiences presented by the recent market volatility resulting from COVID-19 and looking forward, further adaptations that may be required to limit uncertainty around meeting long term funding objectives.
