For many DB schemes, the time horizon to their endgame has shortened considerably over the past 18 months. That means, what was theoretical thinking has now become an urgent need for practical planning and action.
Announcing our series of events covering the different elements of endgame planning and implementation that trustees and sponsors of DB pension schemes need to be taking now.

Episode 5 - Endgame and the role of the fiduciary manager

Fiduciary Management has continued to grow and evolve over the last few years, with many trustees deciding that it is the most appropriate investment and governance solution for their scheme. Funding levels for these schemes have typically improved more than the average UK DB pension scheme, showing the success that is possible under this approach.

Join us where we’ll discuss whether Fiduciary Management can continue to add value for your scheme, regardless of the endgame you are targeting and how close you are to achieving it.

Date: 11th January 2024

Time: 11.00am to 12pm GMT

Episode 4: Buyout - it's not all about the price

We are seeing an increasing range of considerations that trustees and sponsors are taking into account when selecting an insurer for a bulk annuity deal. From insurer financial strength and ESG considerations, to cyber and data privacy protection, not to mention the quality of member experience post transaction – it’s clear there is now more to a deal than just the price. 

Watch back our webinar where our Mercer experts were joined by a Professional Trustee to discuss how these factors have influenced the decision making in recent transaction they have been involved in.

Date: 30th October 2023

Time: 1.00 – 2.00pm GMT

Episode 3: Getting ready for buyout 

Now we’ve discussed the options, it’s time to talk practicalities - whether you are aiming for buyout or planning to run off your scheme, your assets will need to be positioned correctly. The amount of hedging, cash flow matching and return seeking allocations will vary. And whether to sell private market exposures or take tactical opportunities to acquire them will depend on your end game destination.

Watch a recording of our webinar where Mercer experts will be joined by an insurer to talk you through a recent buyout success story.

Date: 7th September 2023

Time: 10.00 – 11.00am BST

Episode 2: Why buyout isn’t always the right choice

A buyout is not the only way for trustees to increase member benefit security. There are an increasing number of alternatives that may add value for DB scheme members and theirs sponsors.

Watch a recording of our webinar where John Gething, hot from his session at the PLSA Investment Conference, and Roanna Lynch will take you through the alternative endgame options.

Date: 15th August 2023

Time: 11.00 – 11.45am BST

Episode 1: Big scheme or small scheme – is there such thing as a ‘standard’ buy-in project?

Watch back our LinkedIn Live session for insights on how the buy-in/buy-out market is adapting to increased demand and how size, timing and other deal features impact how you get the best outcome for all stakeholders.  

Featuring perspectives from insurers, this session will provide valuable insights for anyone planning a transaction. Whether you're managing a multi-billion pound scheme or seeking a sub-£100m transaction, we’ll help you navigate the market and make informed decisions.

Watch back
Related products for purchase
Related Events
Related Solutions
Related Insights
Related Case Studies