mallowstreet Dinner: What's Your End Game Plan?

In recent months many DB schemes have seen a significant gain in funding levels resulting in many schemes now being close to fully funded on a buy-out basis. Many of these schemes have reached this point a number of years earlier than expected. The end game strategy may now be financially viable but what other hurdles are there to overcome in order to reach your end game 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

Sammy Cooper-Smith
Business Development
Sammy heads up the Business Development team at Rothesay where he has been since 2011. Sammy has worked on close to 100 transactions covering in excess of £50bn of liability ranging in size from 600k to £12.4bnSammy heads up the Business Development team at Rothesay where he has been since 2011. Sammy has worked on close to 100 transactions covering in excess of £50bn of liability ranging in size from 600k to £12.4bn.
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.

Program

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

9:00 PM End