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From

10 June 2020 09:45

To

11:15

Venue

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mallowstreet University Digital Roundtable: Navigating the Road to Buyout

As pension funds map out their ‘end game’, many are working out how to fully transfer their liabilities to an insurer. During this morning event, Sammy Cooper-Smith from Rothesay Life will discuss the following areas and take Q&A on any topics related to risk settlement.

Does the quality of your data matter?

What makes an Insurer take one process more seriously than another?

Are there times where you can secure better pricing than others?

Are some benefits more expensive than others to insure?

Should you use new advisers to help run your process?

Please join us for what should be a fascinating discussion.

"I’ve attended two mallowstreet events where Rothesay Life were presenting, and the quality of discussion has always been high. The first of these was when we were starting to think through our options for pensions de-risking, and it was useful to speak with Sammy Cooper-Smith and Guy Freeman to get their views on the bulk annuity market, as a leading insurer, and around the topics we should be thinking of to enable a successful transaction (which we subsequently did, with Rothesay Life, later in 2019)." - Greg Barton, Pension Strategy Manager, National Grid plc

This event is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers and their advisors.

Program

Time Description
09:45

Login and Access Meeting

The University Roundtable will take place online via a 'Zoom' meeting (a widely used webcast meeting provider). We will provide further information, including an access link and password, to all attendees in advance of the event.
09:55

Welcome and Introductions

10:00

Presentation Sammy Cooper-Smith, Head of Business Development

Join Rothesay Life for a discussion around how to fully transfer liabilities to an insurer and on topics related to risk settlement.
11:00

Questions and Close

11:15

End

Speakers

  • Sammy Cooper-Smith

    Sammy is Co-Head of Business Development at Rothesay Life. His role is to lead the deal process, liaising with prospective clients and their advisers from the initial stages through execution. In this role Sammy has worked on a number of risk transfer processes including the reinsurance arrangement with Zurich and the £1.6bn buy-in with the CAA Pension Scheme among others. Sammy has been with Rothesay Life since they acquired Paternoster in 2010 and has worked in pension de-risking for 10 years, and annuities in general for 18 years.