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What effect will the new employer debt regulations have on pensions in corporate transactions? What is the right way to view mortality and how can corporates reduce or remove longevity risk? What options are available when considering enhanced transfer values?

On 20 May in our London offices, specialists from our Corporate Consulting Group will explore the answers to these and other key issues facing pension plan sponsors.

The main briefing will start at 9.00am and will last for one hour. This will be followed by three discussion groups lasting 45 minutes, where you will be able to examine the topic most relevant to you in more detail, and have the opportunity to share experiences and ideas with your peers.

Attendees are asked in the registration form to list their preferred topics of interest

Topics

Chairman: Rashpal Bhabra, Head of Corporate Consulting

Mortality – analysis and market options

Speaker: Paul Kitson, Senior Corporate Consultant

It seems everyone from the Pensions Regulator to the Board for Actuarial Standards has a view on mortality. In this session, we will cover a brief overview of the mortality assumptions currently being adopted, some of the recent announcements on mortality and possible solutions open to corporates to reduce or remove longevity risk.

Section 75 and revised clearance guidance

Speaker: James Riley, Senior Corporate Consultant

We have recently seen new employer debt (or Section 75) regulations from the DWP and clearance guidance from the Pensions Regulator, each with direct consequences for pensions in corporate transactions. In this session, we will explore the opportunities and threats as a result of these changes.

Enhanced transfer values

Speaker: Steven Dicker, Senior Corporate Consultant

Liability management is now firmly on the corporate agenda. With a focus on enhanced transfer values, this session looks at the savings that can be made, the options available and some of the potential pitfalls when considering such an exercise.