mallowstreet University Dinner: What's Your End Game Plan?

Sponsored by

Rothesay

Rothesay is the UK’s largest pensions insurance specialist, purpose-built to protect pension schemes and their members’ pensions. Our singular focus is to secure pension annuities for the future, providing certainty as well as genuine service excellence for every policyholder we look after.

For over a decade, our conservative investment strategy and prudent underwriting has won the trust of leading companies in the UK, including British Airways, Post Office, ASDA, National Grid and Aegon. Underpinned by sophisticated risk management, our expert team never stops developing new ways to drive predictable, dependable returns that minimise risk and create real security.

Today, we manage over £62 billion in assets, secure the pensions of over 840,000 people, and pay out, on average, over £230 million in pension payments each month. We are securing the future for every one of our clients and policyholders, and improving how pensions are delivered as we do it.

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mallowstreet University Dinner: What's Your End Game Plan?

End game planning is now an agenda item at most trustee meetings and many schemes have already started the journey that will take them to their final destination.

Join the team from Rothesay in Bristol as we discuss current market trends, how to prepare your scheme for its final journey and to explore what the journey to buy-out might look like for you.

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

Speakers

Tom Seecharan
Business Development
Tom joined Rothesay’s Business Development team in October 2019 and has 20 years’ experience as a pensions actuary advising schemes and sponsors on assessing and managing pensions risk, with a particular emphasis on pensions risk transfer.
Prior to joining Rothesay, Tom led KPMG in the UK’s 20-strong specialist Pensions Risk Settlement team which had experience of helping clients in more than 200 insurance transactions of a range of sizes from £1 million to more than £2 billion with a combined total of more than £20 billion of liabilities.
Tom started his career in 2001 with Mercer and joined KPMG in 2005. He is a Fellow of the Institute of Actuaries and has a degree in Econometrics from the University of York.
Rachel Bradshaw
Business Development
Rachel joined Rothesay’s Business Development team in February 2020. Prior to joining Rothesay, Rachel was part of KPMG/Isio’s Pension Risk Settlement team where she specialised in superfund solutions after helping to develop the Pension SuperFund proposition.

Program

6:30 PM Guest Arrival and Welcome Drinks
7:00 PM Seated for Dinner
7:05 PM Service beings followed by Presentation and Discussion
9:00 PM End

mallowstreet University Dinner: What's Your End Game Plan?

Speakers

Program

6:30 PM Guest Arrival and Welcome Drinks

7:00 PM Seated for Dinner

7:05 PM Service beings followed by Presentation and Discussion

9:00 PM End