Client feedback

“Highly informative. Having leading professionals deliver the TKU course really adds value.”

Jonathan Williams ,

Bangor University

“They have helped us save much more and created a cohesive plan to de-risk whilst building an integrated pension team.”

Sally-Anne Borrill,

T-Systems

“Kat & Jason are very good at making it happen – they just take care of it.”

Stephen Allaker ,

Bristol Myers-Squibb

“The trustee training was a very well-paced overview which gave opportunity to explore ideas and question more deeply at key points.”

Paul Coley,

The Altro Pension and Life Scheme

“Excellent support leading fiduciary management tender and availability during difficult pandemic period. Pragmatic, helpful approach and lovely to deal with.”

Mark Berry ,

RM

“Alex has helped in our dealings with other advisers using his experience of other schemes.”

Angela Clayton ,

Accent Group

Buy-outs, buy-ins and longevity swaps: getting the deal right

Topic:

Funding & investment

Date published:

Tuesday, 22 April 2014

Reducing and managing risk is vital for any pension scheme. Buy-outs, buy-ins and longevity swaps are just some of the options open to pension trustees to help them achieve their risk management objectives.

In this interview with Clear Path Analysis, Ian Eggleden looks at some of the obstacles that can get in the way of completing a risk reduction deal. Ian considers some of the steps trustees can take to ensure their transaction is successful, both in terms of negotiating the best price and ensuring the deal goes ahead.

Download Ian’s interview

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