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

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]

A guide for trustees 2018

Our 2018 guide to buy-ins, buy-outs and longevity transactions considers the continuing increase in bulk annuity transactions and offers practical tips for trustees on:

  • steps trustees will need to take to get their scheme buy-in / buy-out ready
  • jargon buster – no-nonsense practical explanation of key terms
  • key challenges of longevity-only deals

Download the 2018 guide [PDF]