Overview

In this episode of Hymans Robertson On... our host, Ben Farmer, presents the latest instalment in our “route to buy-out” mini-series, and is joined by Hymans Robertson's Graham Jones, Senior Actuarial Consultant and Tamaryn Driver, Senior Investment Consultant. 

During the episode, we discuss all things DB Master Trusts, including the role DB consolidators can play in smoothing out the process of risk transfer and wind up. 

If you have any questions on anything discussed in this podcast, please get in touch.

Notes and Resources 

• 5 Reasons your pension scheme would be better off in a DB master trust
• Citrus DB Master Trust | Taking care of your pensions challenge
• Citrus Defined Benefit Master Trust
• Citrus - Don't kill the goose that lays the golden egg
• Hymans Robertson On... Episode 72 - Investment - Planning for your scheme’s “end game”
• Hymans Robertson On... Epsiode 73 - Investment – “Insurer Friendly” portfolios and the rise of buy & maintain
• Webinar on-demand - DB master trusts: How can they solve your pension scheme's challenges? 

Disclaimer

^{This podcast has been prepared by Hymans Robertson LLP, and is based upon our  understanding of events as at 31 October 2022. It is designed to be a general summary of topical investment matters and is not specific to the circumstances of any particular employer or pension scheme. The information contained in this podcast should not be construed as advice and not be considered as a substitute for specific advice as the information is generic in nature. Where a podcast refers to legal matters please note that Hymans Robertson is not qualified to provide legal opinion and therefore you may wish to obtain independent legal advice to consider any relevant law and/or regulation. Hymans Robertson LLP accepts no liability for errors or omissions. Your Hymans Robertson LLP consultant will be pleased to discuss matters raised in this podcast in greater detail.} 

^{The information provided in this broadcast is not financial advice. Past performance is not a guide to the future. Please note the value of investments, and income from them, may fall as well as rise. This includes but is not limited to equities, government or corporate bonds, derivatives and property, whether held directly or in a pooled or collective investment vehicle. Further, investments in developing or emerging markets may be more volatile and less marketable than in mature markets. Exchange rates may also affect the value of investments. As a result, an investor may not get back the full amount of the original investment. Past performance is not necessarily a guide to future performance.} 

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