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.

Click here to watch our story.

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.

We welcome both trustee and corporate sponsors to join us for dinner to 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

Sammy Cooper Smith
Head of Business Development
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 Aegon annuity portfolios.
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 Service begins followed by Presentation and Discussion

Join the team from Rothesay for dinner as we explore what the journey to buy-out might look like for your scheme, as well as discussing current industry trends.
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 begins followed by Presentation and Discussion

9:00 PM End