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Tuesday 30 June 2020 12:00 - 13:00

Converting lifetime savings into a lifelong income are a fundamental part of pensions. Yet this is often not part of DC pension plans. One possibility is to offer a post-retirement, pooled annuity option, perhaps structured as a Collective Defined Contribution (CDC) plan, to retirees.  Pooled annuities convert lump-sum savings to a life annuity by collectively pooling longevity risk.  They may be a more cost-effective, flexible, in-house solution than buying insured annuities.

Speakers:

Tim Jablonski, EValue

Tim is currently Product Director at EValue, having joined in 2010 as Consultant Actuary.  Since then, Tim has worked with some of the UK's largest financial services companies, as well as start-ups, to help them deliver personal and engaging digital advice and guidance.  He is currently responsible for the specification and prioritisation of new and existing propositions at EValue, as well as providing key actuarial oversight across the organisation.

Tim chairs the “Drawdown Strategies, Modelling Tools and Consumer Communications” Working Party for the Institute and Faculty of Actuaries.

He has an MA in Philosophy and plays football like someone that used to play football.

 

Catherine Donnelly, Heriot Watt University

 

After Catherine's undergraduate degree at the University of Cambridge, she worked for several years in the pensions industry in the U.K. in both pensions and investment consultancy roles. Catherine returned to university to do a Masters degree at the University of Oxford, followed by a PhD at the University Of Waterloo, Canada. After a couple of years as a postdoctoral researcher at RiskLab, ETH Zurich, Switzerland, Catherine took up a lecturing position at Heriot-Watt in 2011.

Event organiser

Contact Events Team for more information.

eventmanagement@actuaries.org.uk

0207 632 1498

The webinar will take place 30 June, 12:00-13:00 BST.

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