With the Pension Schemes Act 2021 requiring a long term strategy from Trustees and sponsors, choosing a pensions endgame strategy has become even more critical. However, it is important that the endgame options available are adequately assessed before choosing one. With an ever-increasing array of creative and innovative options available, this decision may not be straightforward.
The panellists, including an insurer, a consolidator and a master trust provider, will give you an overview of some of the options available. They will also discuss the key considerations when choosing the right endgame strategy for your scheme, and how to ensure a successful implementation.
Ashu Bhargava, Senior Actuary and Head of Clients at Clara
Ashu has worked with many boards of trustees and sponsors of pensions schemes on optimising their journey plans to self-sufficiency or buyout. Ashu has over 25 years’ experience in the pensions market, including at WTW, where he worked as both a Scheme and Corporate Actuary, and at L&G where he led bulk annuity transactions. While at WTW, a project led by Ashu won the Professional Pensions Pension Scheme Trustees of the Year Award and Pension Age Best Risk Management Exercise Award. While at L&G, a project led by Ashu won the Pension Age Best Risk Management Exercise Award.
Dom Moret, Head of Origination and Execution, Pension Risk Transfer at L&G
Dom leads the team in Legal & General’s Pension Risk Transfer business that is responsible for implementing buy-in and buyout transactions and building relationships with pension scheme trustees, sponsoring employers and their advisors. In his time at Legal & General, Dom has led the implementation of some of the team’s largest and most innovative de-risking transactions. He has more than 15 years’ experience across pensions consulting and life insurance and is a Fellow of the Institute and Faculty of Actuaries.
Jonathan Jackaman, National Development Manager at TPT
Jonathan joined TPT Retirement Solutions in March 2015. Prior to joining TPT Jonathan had significant consulting experience advising corporates and trustees on their pensions schemes. In his current role he is working with companies who are joining TPT's DB Master Trust, with specific focus on the long term funding aims for the scheme.
Dweenisha Caleechurn, Senior Manager at EY (Chair)
Dweenisha is a senior manager and actuary in EY’s Pension Consulting team. She works across all areas of pension risk transfer and has been heavily involved in building EY’s solution in this area, advising on some of the largest to the smallest pension schemes. Dweenisha has received many accolades within the industry, including being awarded Highly Commended by Professional Pensions for Women in Pensions awards in 2020 and Rising Star Award by the Actuarial Post.
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