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.
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.
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.