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Checkmate your endgame liabilities: webinar series

Text promoting a three-part webinar series titled "Checkmate your liabilities: strategic moves for your endgame," featuring guest speakers from Law Debenture, set against a blue background with a mountainous landscape.

Steering your DB scheme towards endgame, considering the benefits and drawbacks of each option is a challenging task.

Throughout November 2024, we delivered three 30-minute webinars on different defined benefit (DB) endgame topics, featuring guest speakers from Law Debenture, to help you make the best decision on the direction of your scheme.  

Session 1

Unlocking value in your DB surplus

Maximising member and sponsor benefits through strategic fund allocation.

Wednesday 6 November

With more schemes in surplus than we’ve seen in over 20 years, can that surplus be utilised to extract greater value for members and sponsors of DB schemes? Rather than transferring the assets to a third party, we explore how investing them – ‘re-returning’ against a backdrop of de-risking - could generate additional surplus. We also analyse the key factors involved in deciding whether to continue running on a DB scheme and how any surplus may be distributed. 

Speakers 

  • Matt Tickle, Partner and Chief Investment Officer at Barnett Waddingham (BW) 

  • Reena Tanna, Principal and Senior Investment Consultant at BW 

Session 2

Mastering the art of alternative risk transfer

Harnessing external capital to accelerate your scheme’s endgame.

Wednesday 13 November

We’re now one year on from the first Clara transaction. This session explores the lessons learnt from the process, the member experience and how the alternative risk transfer space may develop. We analyse why the ‘flood gates’ haven’t yet opened despite the first two transactions and what could set this alight. The group also consider how the Department for Work & Pensions (DWP) consultation may change the landscape and how this could interact with the funding code. 

Speakers 

Session 3

Security in a shifting landscape: the insurance solution

Deliver certainty by transitioning your pension scheme to an insurer.

Wednesday 20 November

Despite all the talk of surpluses and alternative transactions, the buy-in and buyout market remains buoyant. In this session, we explore why the pensions industry still needs the insurance market, why it’s important to pay a premium for insurance protection and how insurers price and manage risk so that members and sponsors benefit from added security.

Speakers 

  • Craig Turnbull, Partner and Head of Regulatory Advisory at BW

  • Rosie Fantom, Partner and Head of Bulk Annuities at BW

  • Lok Ma, Trustee Director at Law Debenture