Market volatility has impacted the pricing of all assets, including bulk annuities which have become more affordable for those already holding gilts and less affordable for those holding equities. Our specialist risk transfer team examine what has happened to pricing, the views of leading insurers and will provide practical tips for those considering buyout and bulk annuity exercises. Jane Kola, ARC Pensions will join us to provide a legal perspective.
Topics covered will include:
- How many insurers will quote? Can making life easier for insurers mean more quotes and can “near-same-day” reporting be used to help trustees?
- Is pricing cheap at the moment? Where should schemes be investing if they wish to reduce the chance of losing ground versus insurer pricing?
- Where is the evidence of pricing? Getting information from members. Marital surveys and member profile information, is it possible to quickly and efficiently get the information the insurers need?
- Legal trends to watch out for. Focusing on the big issues, sharing benefit specifications, holes in “all-risks” cover and tackling the risk of overshooting (over contributing) on full scheme buyouts
Date: 24 June
Time: 3pm to 4pm
All face-to-face seminars, briefings and training will be cancelled until further notice. We will be replacing our events for now with an exciting mix of podcasts, webinars and our brand new XPS News series together with our regular email updates. If you are not currently on our mailing list please register here
Like you, we are monitoring the situation and following the advice provided by Public Health England (PHE) and the World Health Organisation (WHO). If you have any questions please contact us at: firstname.lastname@example.org