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Barnett Waddingham
0333 11 11 222

Webinar - Medically underwritten bulk annuities: the developing landscape

11am | Webinar

With completed medically underwritten bulk annuity transactions now comfortably exceeding £1bn, could medical underwriting help your DB scheme accelerate its de-risking journey?

During our webinar we will discuss the main issues and options for corporate sponsors and trustees in considering this type of transaction.  We will also explore the possible impact of the merger of the two leading players on the recent rapid growth of the market.

5 reasons to attend

  • The potential significant benefits of using medical underwriting when securing a bulk annuity– what could it offer your scheme?
  • Understand the development of the underwritten market over last 12 months or so – current provider state of play and outlook given the merger.
  • Understand the types of transaction which may suit medical underwriting
  • Consider what options there are to help facilitate transaction/competition?
  • Discuss the key issues in considering medical underwriting and practical tips?

Future webinars that may interest you:

About your hosts

Gavin Markham

Partner and Head of Bulk Annuities

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

Chris Hawley

Partner and FIA

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.

View Biography

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