Bulk Annuity Transactions Part 2

from Matheson Pensions and Benefits Podcast · host Deirdre Cummins

In this episode, Jane McKeever, a senior associate from the Employment Pensions and Benefits Group at Matheson, explores the main trustee and employer considerations when an annuity buy-in is proposed.

What this episode covers

<p>In this episode, Jane McKeever, a senior associate from the Employment Pensions and Benefits Group at Matheson, explores the main trustee and employer considerations when an annuity buy-in is proposed. Darren Maher, head of Matheson’s Financial Institutions Group also examines the insurance angle and highlights some of the issues to be borne in mind when structuring and documenting these transactions.</p>

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Bulk Annuity Transactions Part 2

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This episode was published on April 24, 2019.

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