BW trustee training: Navigating risk transfer and wind-up
08:30 - 13:00 | London
Our expert-led session gathers leading endgame consultants and an experienced insurer to help you confidently approach the key decisions in your scheme's endgame journey – from risk transfer and buy-in, to full scheme wind-up.
This half-day workshop is designed for pension scheme trustees and sponsors seeking a comprehensive and practical understanding of buying out and winding up their DB pension scheme. We will help you confidently approach the key decisions in your scheme's endgame journey.
This will be a small, interactive workshop with in-depth discussion and audience Q&A, led by our endgame experts and joined by an experienced insurer.
We will cover:
- Introduction to risk transfer: The fundamentals of buy-ins and buy-outs, and current buy-in market.
- Preparing your scheme for market: How to best position your scheme for the insurance market.
- A dual perspective of the transaction: Insights from both the scheme and insurer’s point of view.
- From buy-in to buy-out: Essential steps, key issues, and practical considerations for achieving a full scheme wind-up.
- Alternatives to buy-out: A discussion around run-on and superfunds
Through interactive discussions, case studies and networking over lunch, you'll get the clarity and the insight you need to make the right decisions.
Why attend?
- Expert insight: Gain valuable perspectives from market-leading consultants and an active insurer.
- Practical focus: The session is grounded in real-world scenarios and actionable advice.
- Interactive format: The small group setting ensures a highly tailored and engaging experience with direct access to experts.
- Network with peers: There will be a lunch after the session where you can further discuss any questions you have with the speakers, and network with fellow trustees and sponsors.
- Formal CPD: This training also counts towards 3 hours of structured Continuing Professional Development (CPD), ensuring you're keeping your skills up-to-date and building professional credibility.
Registration Fee
- £125 per person
- Please note payment is due before the course commences. Payment can be made by bank transfer or cheque; we are unable to accept credit card payments.
Event details:
- Date: Thursday 19 March 2026
- Timings: Registration from 8:30am | Training 9am - 12pm | Networking lunch 12pm - 1pm
- Location: Barnett Waddingham, 2 London Wall Place, London EC2Y 5AU
Please complete the form below if you would like to join us. Having trouble with the form? Email us instead.