Bulk Annuities - Practical insights for successful outcomes

Bulk Annuities - Practical insights for successful outcomes

Bulk Annuities - Practical insights for successful outcomes

Recorded: 25 September 2018

  • Overview
    • The bulk annuity market is currently extremely active and this looks set to continue with many schemes moving from “fire-fighting” mode to a focus on longer-term strategy. Mercer, along with a bulk annuity provider, will share their thoughts on recent activity and how to get the best transaction for you.

  • Why attend
    • The discussion will include:

      • Background to market
      • Insurer perspective on transactions - what drives pricing, insurer investment strategy  and approach to reinsurance and reserving
      • Getting the best deal – what steps should trustees and sponsors take to get transaction ready and how should processes be managed?
      • Predictions for the remainder of 2018 and beyond
  • Who should attend
    • Trustees, CFOs / FDs, Professional Trustees, Pensions Managers

  • Speakers
    • Andrew Ward , Partner & UK Risk Transfer Leader, Mercer
      Leah Evans, Director, Mercer
      Matt Wilmington, Head of Origination and Structuring, Bulk Annuities, Scottish Widows