Winmark Network Meeting

Valuations and the New Funding Code

About

The new rules have shifted the discussion between trustees and employers, with uncertainty about how to apply them creating tension and risking inefficiency. This has meant many trustees are finding the valuation process has become more difficult.  Be that under the Regulator’s Fast Track framework, or a more bespoke approach. This meeting is an opportunity for scheme chairs to share how they are cutting through the detail to reach agreement more effectively with the employer, and to more efficiently comply with Regulatory expectations and legal requirements.

Speaker

Leanne Goold

Partner

XPS Covenant, incorporating Penfida

Speaker

William Weir

Director - Retirement

WTW

Agenda

  • 12.15: Arrival and Registration
  • 12.30: Lunch served
  • 13.00: Main session
  • 14.30: Session close

Other Events

We reserve the right to decline registrations in line with our policy.