Journey to Settlement survey 2021 - Reaching your final destination: A transaction and beyond

Reaching your final destination: A transaction and beyond In the final podcast in our series on the Journey to Settlement, Karen Gainsford speaks to John Baines of Aon and Rhian Littlewood of Phoenix Group about the point in a scheme’s journey towards settlement when they are likely to be ready to transact. When should schemes request insurance quotations if aiming for buyout? What are the potential savings available for a fully prepared scheme? And where should the focus be after a transaction? The discussion includes interesting examples and some top tips. The results of our recent survey are now available here - https://www.aon.com/unitedkingdom/retirement-investment/risk-settlement/journey-to-settlement.jsp If you would like to receive a personalised report and benchmarking report we would be happy to talk to you about the findings, to put them into context for your own scheme: please contact your Aon consultant or email us at [email protected].