Small but mighty - How to get the best price and terms for your small scheme buy-in

How to make sure small schemes get insurer engagement

In this webinar, LCP experts David Stewart and Sarah Gunn were joined by Frankie Boreell from Royal London to discuss how to make sure your small scheme (pension schemes under £200m) could get insurer engagement to obtain the best pricing and terms available, with real life examples and insight from our experts who had completed over 100 small scheme transactions between them, as well as insurer views from a new market entrant.

The key insights they discussed were:

• The current dynamics in the buy-out market and how this could impact your timing to market
• Why it is important to understand where pricing is, what terms are available and which insurers would be interested in your scheme
• What attracts insurers to put their best pricing forward
• What to do to make your scheme attractive and allow insurers to price competitively

This webinar is relevant for trustees, sponsors of DB pension schemes, and pension managers who were looking to do buy-ins or buy-outs for transactions sizes of under £200m either now or within the next five years.