mallowstreet University Dinner: De-mystifying the Do's and Don’ts of Bulk Annuity Transactions

A bulk annuity transaction can be the solution for defined benefit pension scheme trustees and sponsors looking to de-risk their scheme, either through a partial buy-in or full scheme buyout. But in a busy market, strategic planning and preparation are key to ensuring maximum insurer engagement.

 

Join Pension Insurance Corporation for dinner at The Ned to hear their top tips for a successful bulk annuity transaction. Jay Shah and Tristan Walker-Buckton will provide their insights on key topics such as the best time to approach the market, how to make your transaction stand out from the crowd and the optimal asset strategy. They will also touch on the quality of data and the insurability of certain benefits.

 

Jay and Tristan will be talking through some of their most memorable transactions to highlight the common pitfalls and best practices of bulk annuity transactions.

 

This session is the ideal opportunity to discuss and share ideas with a small group of your peers. 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

Program

  1. Guest Arrival and Welcome Drinks

  2. Seated for Dinner

  3. Service Begins followed by Presentation and Discussion

    Over dinner, Jay Shah and Tristan Walker-Buckton will provide their insights on key topics such as the best time to approach the market, how to make your transaction stand out from the crowd and the optimal asset strategy. They will also touch on the quality of data and the insurability of certain benefits.

    Speaker

    Jay Shah & Tristain Walker-Buckton, Pension Insurance Corporation

  4. End