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  4. Navigating your defined benefit scheme and bulk annuity update

Navigating your defined benefit scheme and bulk annuity update

"Legislation and compliance continue to increase complexity and the governance burden around defined benefit pension schemes, meaning even smaller schemes can become costly to run."

With a growing number of pensioners and recovery plan completions, many defined benefit (DB) pension schemes are starting to move into “needing to disinvest” assets in order to pay benefits. This poses far different challenges to investing in assets. At the same time, the Pensions Regulator is pushing schemes to think much harder about their long-term objectives... 

Having a clear understanding of those horizon targets can help you actively monitor your scheme's position and identify opportunities to move to your definitive goal more quickly.

Securing scheme member benefits and ongoing member obligations at an early stage can also reduce the time sponsors and trustees alike spend managing the scheme and allow more flexibility in doing so. Knowing this, a significant number of schemes are expected to have the long-term aim of securing benefits with an insurance company via a bulk annuity purchase.

Briefing you over breakfast

Setting endgame objectives for a scheme and progressing a bulk annuity purchase can be a time-consuming and complex process. This breakfast webinar will see experts offering their experience and guidance in a relaxed setting to help you navigate these difficulties without the headaches.
 


Speakers from Barnett Waddingham and Pi Pension Trustees together explored how advisers, trustees and sponsors can drive forward these issues to ultimately deliver an efficient use of funds and, where appropriate, make the most of a pension schemes’ negotiating position to deliver the best possible terms for risk transfer.

View our webinar (75 minutes)

Navigating your defined benefit scheme and bulk annuity update

Helping you navigate your DB scheme and providing you with a bulk annuity update

Watch Now

About your hosts

Photograph of Will Bennett
Will Bennett
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Will has a Scheme Actuary certificate and has gained experience of all aspects of actuarial consultancy work for both trustees and employers. He is also part of the longevity consulting team and is currently the Secretary to the Continuous Mortality Investigation's (CMI) Self-Administered Pension Schemes (SAPS) Mortality Committee.

View Biography
Photograph of Chris Hawley
Chris Hawley
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Chris advises a range of UK businesses on DB pension issues including risk reduction exercises, scheme funding, pension benefit design and accounting disclosures. He also acts as Scheme Actuary to a number of clients.

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Photograph of David Moreton
David Moreton
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David advises a variety of UK pension schemes and companies on all aspects of their investment strategy.

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