28 min

Bulk Annuity Transactions Part 2 Matheson Pensions and Benefits Podcast

    • Investing

In this episode, Jane McKeever, a senior associate from the Employment Pensions and Benefits Group at Matheson, explores the main trustee and employer considerations when an annuity buy-in is proposed.  Darren Maher, head of Matheson’s Financial Institutions Group also examines the insurance angle and highlights some of the issues to be borne in mind when structuring and documenting these transactions.

In this episode, Jane McKeever, a senior associate from the Employment Pensions and Benefits Group at Matheson, explores the main trustee and employer considerations when an annuity buy-in is proposed.  Darren Maher, head of Matheson’s Financial Institutions Group also examines the insurance angle and highlights some of the issues to be borne in mind when structuring and documenting these transactions.

28 min