Enjoy lunch with Rothesay

Tuesday 18 June 2024
12:30 – 14:30
Gaucho Broadgate, 5 Finsbury Avenue, London, EC2M 2PG
Enjoy lunch with Rothesay at Gaucho Broadgate to discuss end-game journey plans

The AMNT and Rothesay would like to invite you to join them on Tuesday 18th June to explore what the journey to buy-out might look like for your DB scheme, and the steps that will help you get there. They’ll also be discussing current industry trends and other de-risking solutions.

End-game planning is now an agenda item at most trustee meetings. Rising interest rates and the current inflationary environment both mean that many trustees have found that their schemes have made significant funding gains. This, coupled with a slowdown in longevity improvements and the maturing of schemes has meant that the end-game is no longer a distant spot on the horizon but now coming into focus for an increasing number of schemes. CPD certificates will be sent out 24 hours after the event.

*Limited spaces available*

Register now

Your hosts:

Róisín O’Shea | Rothesay

Róisín is part of Rothesay’s Business Development team. She has spent most of her career focused on pension de-risking and has worked on a wide range of transactions both at Rothesay and also during her time in Aviva and Legal & General’s bulk annuity teams. Róisín is a Fellow of the Institute and Faculty of Actuaries and has received the Chartered Enterprise Risk Actuary accreditation

Katie Overton | Rothesay

Katie joined Rothesay’s Business Development team in 2021. Prior to joining Rothesay, Katie worked in pensions consulting at Willis Towers Watson for 10 years, advising trustees and sponsors in relation to their UK pension schemes.  Katie is a Fellow of the Institute and Faculty of Actuaries and has received the Chartered Enterprise Risk Actuary accreditation.