Webinar Replay: Smaller Bulk Annuity Transactions

With the whole settlement market extremely busy, and insurer capacity to provide quotes needing to be carefully managed, insurers and advisers alike have needed to work harder than ever to evolve and ensure that smaller transactions (typically sub £150m) have remained viable.

In this discussion Aon risk settlement experts are joined by Simon Daniel from legal advisors Eversheds Sutherland, Tiziana Perrella an independent trustee from Dalriada and two of the most active insurers at this end of the market – Rob Mechem from Just and L&G’s Matthew Dales – to provide insight on how the market is meeting these challenges head on, and what it means for smaller schemes.

Key discussion points include:

• What does it mean to work in ‘exclusivity’ and why it can be in the best interests of the scheme
• Insurer innovation – how the market is developing to ensure it can still service smaller transactions
• Key tips for how schemes need to react to avoid the potential pitfalls and keep up with a rapidly changing market

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