Zoom Webinar | 4 June 2024 | 10.30 - 11.30

A step by step guide to buying in and subsequently buying out your pension scheme's liabilities

In this workshop, we will consider how best to prepare for a buy-in with a view to converting to buy-out and the process involved. We will also share our experience in overcoming some more tricky, but common, issues along the way.

This workshop is primarily aimed at Trustees of defined benefit pension schemes considering or working towards buy-out in the short to medium term, but could also be useful for other advisers of such schemes.

We'll be covering...

  • Management and use of any surplus leading up to buy in
  • The issues that can arise as you prepare for buy in and what to do about them
  • The key documents you’ll need and the processes that you should follow
  • Trustee protection

Register your place here.

Get in touch

If you have any questions about this webinar, please contact Lamorna Lane.

Date published

04 June 2024

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