Rosie’s first hand insurer experience allows her to provide advice on how to get the best from insurers. In particular, she understands the challenges insurers can face and so is well placed to find practical ways forwards. Having managed large, small, simple and complex transaction executions, her project management skills are exceptional meaning that she can help schemes and sponsors grasp opportunities when they arise and ultimately achieve their objectives.
She has helped a wide variety of schemes and sponsors complete bulk annuity transactions, with over 10 years’ experience in this space. She volunteers with the Institute and Faculty of Actuaries in different capacities, most recently chairing a series of pension conferences.
The surge in activity in the bulk annuity market looks set to repeat this year. Rosie Fantom looks into what this means for DB schemes and sponsors eyeing future transactions as part of their endgame.
Bulk annuities are becoming widely talked about topics, as schemes are discovering there is more opportunities to do transactions. Now in such high demand, insurers are having to promptly change their processes.
Schemes seeking the best engagement from the bulk annuity market must prepare carefully and pay attention to how they present themselves to insurers, says Barnett Waddingham’s Rosie Fantom and Ben Pullen .