This seminar is aimed at trustees and employers who are considering buy-in or buy-out transactions.
Well prepared schemes are the best placed to transact most efficiently and at the best prices, but preparation shouldn’t just start when a transaction is in the offing.
Drawing from recent experience of advising on cutting edge deals, our pensions finance and investment experts will demonstrate the key steps needed to prepare your scheme for buy-in or buy-out, highlight common pitfalls and how to avoid them.
At the end of the session attendees will have a clear understanding of:
- common terms used in bulk annuity transactions
- how best to prepare in advance, and
- the stages a scheme will go through to successful completion.
By attending this event you can claim 1.5 hours CPD under the PMI CPD scheme.
