SPP Conference: DB buy-outs: balancing employer, member and trustee priorities

SPP Conference: DB buy-outs: balancing employer, member and trustee priorities

Speakers:

• Leonard Bowman, Partner and Head of Corporate Consulting, Hymans Robertson
• Claire van Rees, Partner, Sacker and Partners LLP
• Maggie Rodger, Co-Chair, Association of Member Nominated Trustees (AMNT)
• Tiziana Perrella, Independent Trustee, Dalriada Trustees Limited (Chair)

This session will consider how best to balance different priorities when approaching DB buy-outs:

• Understand the employer, member, and trustee perspective in a buy-out

• Expand on guaranteed versus discretionary benefits

• Explore the issues to consider when distributing any surplus