Overview

In this episode of Hymans Robertson On... our host Ben Farmer presents the latest instalment in our Investment series and is joined by Hymans Robertson's Elaine Torry and Claire O’Neill.

During the episode we discuss the different ways that UK Defined Benefit pension schemes can pass risk to insurers, and how this can form a key part of planning for their “end game”. We also take a look at some of the steps that trustees can take to best position their scheme for a risk transfer transaction; and explore how to structure your assets into an “insurer friendly” portfolio.

If you have any questions, please get in touch. 

Notes and Resources

High volatility in the gilts market- What does this mean for the de-risking market - Hymans Robertson

Buy-outs, buy-ins and longevity hedging update – H1 2022 - Hymans Robertson

Risk Transfer Report 2022 - Hymans Robertson

Disclaimer

^{This podcast has been prepared by Hymans Robertson LLP, and is based upon our understanding of events as at 11 October 2022. It is designed to be a general summary of topical employee benefit issues 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 the 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. Please note that the value of investment and income from them may fall as well as rise. This includes but is not limited to equities, government or corporate bonds 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 an investment. As a result, an investor, may not get back the full amount of their original investment. Past performance is not necessarily a guide to future performance and Hymans Robertson cannot guarantee the financial security of other organisations.}