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From

16 April 2020 11:45

To

13:15

Venue

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. 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.

 

This session 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
11:45

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.
11:55

Welcome and Introductions

12:00

Presentation

13:00

Questions and Close

13:15

End

Speakers

  • Sammy Cooper-Smith

    Sammy is head of the Rothesay Life business development team. Sammy started his career at Prudential before leaving to join the buy-out start up Paternoster which was acquired by Rothesay Life in 2011. At Rothesay Life’s Sammy has played a lead role in transactions with the pension funds of National Grid, telent, Asda and Allied Domecq amongst others as well as the reinsurance of the Prudential, Zurich Assurance and Scottish Equitable annuity portfolios.