Aon Pension Podcast Series

In this fourth episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon's risk settlement investment specialist Lucy Barron and Chris Martin of Independent Trustee Services consider how to prepare your assets for a bulk annuity transaction. Which investments work well when preparing for a buy-in or buyout, and which should be avoided? Listen in to find out more.

For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/risk-settlement/default.jsp

To enquire about your own scheme circumstances then email us at [email protected]

In this third episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon’s risk settlement specialists Dave Barratt and Tiziana Perrella focus on the opportunities available for smaller bulk annuity transactions. What are the latest developments in the market and how can schemes get the attention of insurers? In particular, they cover Aon’s Pathway approach for smaller transactions accessing the bulk annuity market. Listen in to find out more.

For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/risk-settlement/default.jsp

To enquire about your own scheme circumstances then email us at [email protected]

In this second episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon’s risk settlement specialist Steve Purves and Chris Martin of Independent Trustee Services consider bulk annuities as a risk settlement option. What are the latest developments in the market and how can you assess whether annuities are right for you? Chris provides valuable trustee insights following the bulk annuity deals completed on his schemes in 2020. Listen in to find out more.

For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/risk-settlement/default.jsp

To enquire about your own scheme circumstances then email us at [email protected]

In this first episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon’s risk settlement specialist Martin Bird and Huw Evans of BESTrustees consider longevity swaps as a risk settlement option. What are the latest developments in the market and how can you assess whether longevity swaps are right for you? Listen in to find out more.

For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/risk-settlement/default.jsp

To enquire about your own scheme circumstances then email us at [email protected]

Insurance of pension scheme liabilities is now a common strategy amongst UK pension schemes. What about overseas?

How big are the overseas pensions insurance markets and what appetite is there from overseas sponsors to insure pension risk?

In the UK we often see the successful integration of member options and insurance strategies. Is this a global theme?

What about trends in other countries?

What does the future hold for insurance of pension liabilities globally?

What are global companies doing to prioritise the territories in which they first de-risk their pension liabilities?

What should sponsors and trustees be doing to gain the best risk settlement opportunities?

In this episode we look at the Longevity swap market with Hannah Cook and Tom Scott.

• What is a longevity swap?

• How does the market work?

• What are the different structural options?

• Are longevity swaps accessible to all of pension schemes?

• Is pricing attractive?

• How compatible are longevity swaps with later conversion to annuity purchase?

In this episode, we look at the long-term strategy with John Baines and Dominic Grimley.

What typically is a long-term strategy?

Buyout. Reaching a point of “self-sufficiency”. Do schemes view on this long-term outcome change over time?

Why are bulk annuities relevant to a pension scheme? How can a scheme assess whether a bulk annuity terms are good value for money?

What levels of pricing are we seeing in the market? When is the best time for a market approach? What data cleanse is required before going to market? What other preparatory work is required before a market approach is made?What trends do you think will take shape over the next few years? What are the options for smaller schemes?

Is medical underwriting still relevant? What is your best tip for completing a transaction? Find out in this episode of the Aon Pensions Podcast.