United Kingdom

Aon Pension Podcast Series

Listen to the podcasts online below or subscribe to the series - find out how here.

Journey to Settlement survey 2021

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. 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].

Journey to Settlement survey 2021

Making sure you have a full tank of fuel: Asset preparation along the journey

In the third podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Aon's investment experts Lucy Barron and Ross Mitchell about actions you can take, and things to keep in mind, when preparing your assets on your journey to settlement. The discussion includes interesting examples and some top tips at the end.

The results of our recent survey are now available here. 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].

Journey to Settlement survey 2021

Taking members on the journey: Member experience, data and benefits

In the second podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Andrew Cooper and David Bunkle to find out what member options and support for decision making can be made available through pension schemes, how this compares with options following settlement, and how the concept of a "member journey" is an important part of your journey to settlement.

The results of our recent survey are now available here. 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].

Journey to Settlement survey 2021

Planning your route: Strategy and efficient gover​​nance

In the first podcast in our series on the Journey to Settlement, Karen Gainsford speaks to Michael Walker at Aon and Hugh Creasy at BESTrustees about the end game targets available to schemes, and the steps trustees and companies should take to ensure they start their journey to settlement heading in the right direction. The discussion includes interesting examples and some top tips at the end.

The results of our recent survey are now available here. 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].

Discover previous Risk Settlement podcasts

UK Risk Settlement 2020: Sizing up your options

Episode 4: Bulk annuities – how to prepare your assets

In this fourth episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon's risk settlement investment specialist Lucy Barron and Chris Martin of Independent Trustee Services consider how to prepare your assets for a bulk annuity transaction. Which investments work well when preparing for a buy-in or buyout, and which should be avoided? Listen in to find out more.

For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/risk-settlement/default.jsp

To enquire about your own scheme circumstances then email us at [email protected]

UK Risk Settlement 2020: Sizing up your options

Episode 3: Bulk annuities – is the market open for smaller transactions?

In this third episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon’s risk settlement specialists Dave Barratt and Tiziana Perrella focus on the opportunities available for smaller bulk annuity transactions. What are the latest developments in the market and how can schemes get the attention of insurers? In particular, they cover Aon’s Pathway approach for smaller transactions accessing the bulk annuity market. Listen in to find out more.

For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/risk-settlement/default.jsp

To enquire about your own scheme circumstances then email us at [email protected]

UK Risk Settlement 2020: Sizing up your options

Episode 2: Bulk annuities – market update and assessing whether annuities are right for you

In this second episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon’s risk settlement specialist Steve Purves and Chris Martin of Independent Trustee Services consider bulk annuities as a risk settlement option. What are the latest developments in the market and how can you assess whether annuities are right for you? Chris provides valuable trustee insights following the bulk annuity deals completed on his schemes in 2020. Listen in to find out more.

For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/risk-settlement/default.jsp

To enquire about your own scheme circumstances then email us at [email protected]

UK Risk Settlement 2020: Sizing up your options

Episode 1: Longevity swaps – market update and assessing whether they are right for you

In this first episode of our five-part podcast series exploring the risk settlement options available to UK pension schemes, Aon’s risk settlement specialist Martin Bird and Huw Evans of BESTrustees consider longevity swaps as a risk settlement option. What are the latest developments in the market and how can you assess whether longevity swaps are right for you? Listen in to find out more.

For more information visit: https://www.aon.com/unitedkingdom/retirement-investment/defined-benefit-pensions/risk-settlement/default.jsp

To enquire about your own scheme circumstances then email us at [email protected]

Aon Risk Settlement - Overseas

Insurance of pension scheme liabilities is now a common strategy amongst UK pension schemes. What about overseas?

How big are the overseas pensions insurance markets and what appetite is there from overseas sponsors to insure pension risk?

In the UK we often see the successful integration of member options and insurance strategies. Is this a global theme?

What about trends in other countries?

What does the future hold for insurance of pension liabilities globally?

What are global companies doing to prioritise the territories in which they first de-risk their pension liabilities?

What should sponsors and trustees be doing to gain the best risk settlement opportunities?

Aon Risk Settlement - Longevity Swaps

In this episode we look at the Longevity swap market with Hannah Cook and Tom Scott.

• What is a longevity swap?

• How does the market work?

• What are the different structural options?

• Are longevity swaps accessible to all of pension schemes?

• Is pricing attractive?

• How compatible are longevity swaps with later conversion to annuity purchase?

Aon Risk Settlement - Long-term Strategy

In this episode, we look at the long-term strategy with John Baines and Dominic Grimley.

What typically is a long-term strategy?

Buyout. Reaching a point of “self-sufficiency”. Do schemes view on this long-term outcome change over time?

Aon Risk Settlement- Bulk Annuities

Why are bulk annuities relevant to a pension scheme? How can a scheme assess whether a bulk annuity terms are good value for money?

What levels of pricing are we seeing in the market? When is the best time for a market approach? What data cleanse is required before going to market? What other preparatory work is required before a market approach is made?What trends do you think will take shape over the next few years? What are the options for smaller schemes?

Is medical underwriting still relevant? What is your best tip for completing a transaction? Find out in this episode of the Aon Pensions Podcast.

 

Aon Solutions UK Limited - a company registered in England and Wales under registration number 4396810 with its registered office at The Aon Centre, The Leadenhall Building, 122 Leadenhall Street, London EC3V 4AN.

Risk Settlement

 
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