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  4. Bulk annuities: achieving your aims in a commercial market

Bulk annuities: achieving your aims in a commercial market

Join our webinar where we will look at how best to navigate the bulk annuity market and deliver a successful outcome.

We explore how trustees and sponsoring employers, looking towards their DB endgame, can use their journey planning to prepare holistically. What are the key areas to consider in order to achieve your transaction objectives?  

We'll also reflect on the resilience shown by the market in 2020 and consider what 2021 and beyond may have in store. This includes the potential continuing impacts of the Covid-19 pandemic. 

Roisin O’Shea, our guest speaker from Rothesay, will join us to give her insurer’s perspective on the market and expectations for 2021. She will also share her top tips for pension scheme trustees and sponsors on how to get the best deal from insurers. 

What will you gain from the webinar?

  • Learn more about the latest developments in the bulk annuity market and provider landscape.
  • Understand how Covid-19 has affected the market and hear our expectations for 2021.
  • Consider how holistic journey planning can better deliver successful transaction outcomes.
  • Increase your awareness of key transaction issues for both trustees and sponsoring employers.
  • Obtain direct market insights and tips for pension schemes from an insurer’s view.

Speakers

  • Roisin O’Shea, Business Development, Rothesay 
  • Gavin Markham, Partner and Head of Bulk Annuities, Barnett Waddingham
  • Rosie Fantom, Partner and Bulk Annuity Consultant, Barnett Waddingham

About our guest speaker

Business Development, Rothesay

Róisín O'Shea is part of Rothesay’s business development team and has worked on a wide range of annuity transactions. Róisín has spent most of her career focused on pension de-risking and has previously worked at Aviva and Legal & General in their bulk annuity teams. Róisín is a fellow of the Institute of Actuaries and has received the Chartered Enterprise Risk Actuary accreditation. 

More about Roisin

Bulk Annuities: Achieving your aims in a commercial market

Available On Demand (53 minutes)

To explore how best to navigate the bulk annuity market and deliver a successful outcome view our webinar. 

Watch Now

About your hosts

Photograph of Gavin Markham
Gavin Markham
  • Email Gavin
  • 0333 11 11 222

Gavin is Head of Bulk Annuity consulting for Barnett Waddingham. He also provides advice to a range of corporate clients on DB pension issues including scheme funding, benefit design, risk reduction exercises, M&A and accounting matters.

View Biography
Photograph of Rosie Fantom
Rosie Fantom
  • Email Rosie
  • 0207 776 2221

Rosie is an actuary, specialised in pension scheme de-risking, predominately focussed on the bulk annuity market.

View Biography

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