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PODCAST · 11 MAY 2022

Pensions And Bulk Annuities – Ep1 (Podcast)

In the latest podcast from Herbert Smith Freehills' pension team, Rachel Pinto, Partner, is joined by Rosie Fantom, Partner at Barnett Waddingham and Matt Richards, Senior Business Development Manager at Standard Life.

United KingdomEmployment and HR

In the latest podcast from Herbert Smith Freehills' pension team, Rachel Pinto, Partner, is joined by Rosie Fantom, Partner at Barnett Waddingham and Matt Richards, Senior Business Development Manager at Standard Life. They discuss the reasons why some schemes may choose to do a series of bulk annuity transactions, rather than a single transaction covering all of the scheme's liabilities.  In their conversation, Rachel, Rosie and Matt cover:

  • Affordability and pricing
  • Risk profile of scheme's investments
  • How to get insurers' attention
  • Data and benefit preparation
  • How to tranche your scheme's liabilities
  • Challenges when residual risk cover is requested alongside a tranched approach

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