Buy-ins, buy-outs and longevity transactions – A guide for trustees 2019


Our 2019 guide to buy-ins, buy-outs and longevity transactions considers the increasingly active bulk annuity market and offers practical tips for trustees on:

  • preparing the scheme for a buy-in / buy-out transaction – a summary of practical steps trustees should take
  • knotty issues – highlighting 7 key points that could cause frustration or delay if overlooked
  • key challenges of longevity-only transactions.

Download the 2019 guide [PDF]