About

Some schemes have started down the road only to find they were out of the zone of going to market for buyout before they even started, which can be a very costly misstep. There is a lot of pre-work, often very detailed, that has to be done before knowing what options are really open to your scheme.

Trustees need to ensure that they understand the benefit specification and understand where rules and admin practices diverge as well as the costs likely to be involved in transacting. These should all be considered 'no regrets' activities but how do you get the most from them, what do you need to ask of your advisors, your administrators, and your sponsoring employer?

This roundtable will help identify what trustees need to pay attention to and what to prioritise to be transaction ready based on what the market can accept and accommodate, as well as the potential costs and implications of not addressing these areas properly further down the road.