Bulk Annuities - Practical insights for successful outcomes

  • RECORDED: 25 September 2018

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  • 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
Webcast details
  • Title: Bulk Annuities - Practical insights for successful outcomes

  • Language: English

Webcast contact
  • For further information regarding this webcast please contact:
  • Mercer webcast team
  • @Mercer webcast team