mallowstreet 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 Asda, British Airways, Cadbury’s, the Civil Aviation Authority, National Grid, the Post Office and telent. 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 £47 billion in assets, secure the pensions of over 825,000 people, and pay out, on average, approximately £200 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.

mallowstreet 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 as we discuss current market trends, how to prepare your scheme for its end game and to explore what the journey to buy-out might look like for you.

This event is FREE to attend for those considering and preparing for buyout, and is accredited for CPD points by the Pensions Management Institute (PMI).

Speakers

Róisín O'Shea
Business Development
Róisín is part of Rothesay’s Business Development team. She has spent most of her career focused on pension de-risking and has worked on a wide range of transactions both at Rothesay and during her time in Aviva and Legal & General’s bulk annuity teams.
Róisín is a Fellow of the Institute and Faculty of Actuaries and has received the Chartered Enterprise Risk Actuary accreditation.
Cleo Taylor-Smith
Business Development
Cleo joined Rothesay’s Business Development team in 2018, having previously worked on the pricing of new business at Rothesay. She has over 12 years’ experience in the pensions industry, including 6 years advising trustee and corporate clients at WTW on all aspects of their UK pensions arrangements before joining Rothesay.
Cleo is a Fellow of the Institute and Faculty of Actuaries, and has a first class master’s degree in Mathematics and Statistics from the University of Bristol.

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 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