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In the latest podcast from Herbert Smith Freehills’ pension team, Rachel Pinto, Partner, is joined by Rosie Fantom, Partner at Barnett Waddingham and Matt Richards, Senior Business Development Manager at Standard Life. They discuss the reasons why some schemes may choose to do a series of bulk annuity transactions, rather than a single transaction covering all of the scheme's liabilities.  In their conversation, Rachel, Rosie and Matt cover:

  • Affordability and pricing
  • Risk profile of scheme's investments
  • How to get insurers' attention
  • Data and benefit preparation
  • How to tranche your scheme's liabilities
  • Challenges when residual risk cover is requested alongside a tranched approach

https://soundcloud.com/herbert-smith-freehills/pensions-and-bulk-annuities-ep1?utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing

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Contacts

If you would like to discuss any of the topics covered in this podcast speak with your usual HSF adviser or contact one of our specialists.

Rachel Pinto photo

Rachel Pinto

Partner, London

Rachel Pinto

Key contacts

Rachel Pinto photo

Rachel Pinto

Partner, London

Rachel Pinto
Rachel Pinto