Previous Event
SPP Event Preparing for a Bulk Annuity Transaction
- May 23, 2024
- 9:00-10:15
SPP Event Preparing for a Bulk Annuity Transaction
Speakers:
- Róisín O’Shea, Business Development, Rothesay
- Andrew Shaposhnikov, Senior Deal and Pricing Manager, Aviva
- Sarah Parkin, Partner, Pensions Group De-Risking Practice, Linklaters
- Tim Gilbert, Partner, Pension Risk Transfer Practice, Lane Clark & Peacock
- Steve Hitchiner, President, The Society of Pension Professionals (Chair)
This session will deliver practical advice on preparing for Bulk Annuity transactions, for both small and large schemes. Hear from two providers, a risk transfer consultant and a lawyer, to explore:
- What makes a scheme more attractive to the market?
- Markets for smaller schemes
- Consider scheme investments, in particular illiquids and what challenges they pose to transacting
- The market and transaction volumes
- Governance, legal considerations and timing
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