Previous Event
SPP Conference: DB buy-outs: balancing employer, member and trustee priorities
- September 5, 2024
- 9:00-10:15
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
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