Bulk annuity landscape | Alternative endgames | Optimising DB returns

Our annual defined benefit (DB) pensions conference is back for 2024. This year, we hosted at the spectacular London venue, Landing Forty Two.

It’s not a simple task to navigate the ever-changing landscape of DB pensions, so it’s crucial to be prepared and stay on top of the latest key developments. Our DB conference provided all the insights to help you make more informed decisions, uncover opportunities, and successfully tackle current and future DB challenges. 

Our agenda

Held: 25 April 2024
Session one  

The shifting landscape of bulk annuities

Even though the bulk annuity market is busy, it’s one we feel is well placed to cope with demand. We concluded that preparation is key when it comes to implementing a bulk annuity transaction, as well as being realistic and focussing on exactly what you want to achieve. Our insights were illuminated by our success stories with clients such as Arcadia, Thomas Cook, P&O, Chubb, and Westminster Abbey, where we explored the challenges we encountered during these transactions and how we overcame them.

Held: 25 April 2024
Session two  

A risk transfer revolution: alternative endgames

Over the past few months, we’ve shown that the bulk annuity insurance regime is no longer the only solution available to trustees and corporates. In this session, we explored the evolution of the alternative risk transfer market, including new entrants and the main points of change in considering endgames. We enlightened attendees on the role of alternative endgame solutions and explored how understanding your objectives here is paramount. Our second part featured a Q&A with Clara superfund, the first superfund transaction, as well as a case-study on assessing capital-backed solutions. 

Held: 25 April 2024
Session three  

Optimising your DB pension returns

Striking the right balance when it comes to taking enough returns on your DB scheme is crucial to ensure all objectives can be met. We reviewed whether DB pension schemes are currently taking sufficient returns to reach their goals - or have they ‘de-returned’ too much, leading to missed growth opportunities and stunting their success? We also explored how to implement risk management. Our survey revealed 55% of you thought the most useful metric when setting an investment strategy for a well-funded scheme was ‘scenario/stress testing’ – we analysed whether this was the right decision to achieve the best outcomes.


Our experts

Ruth Thomas 

Partner and Head of Actuarial
Consulting 

Rod Goodyer

Partner and Head of Investment Consulting 

Paul Latimer

Partner and Head of Pension
Administration

Our agenda

The full agenda will be confirmed shortly, but you can expect to hear from our experts on the following topics: 

  • the changing pensions landscape;

  • the risk transfer market;

  • alternative endgames and more.  

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