In the latest episode of The PRT Pod, Jon Loach (Origination and Execution Director, Institutional Retirement) and Mark Johnson (Head of Institutional Clients, Asset Management) discuss the factors affecting DB pension schemes as they consider their ‘endgame’, in conjunction with the release of our inaugural Endgame Insights Report.

Read our Endgame Insights report

In the latest episode of The PRT Pod, Jon Loach (Origination and Execution Director, Institutional Retirement) and Mark Johnson (Head of Institutional Clients, Asset Management) discuss the factors affecting DB pension schemes as they consider their &lsquo;endgame&rsquo;, in conjunction with the release of our inaugural Endgame Insights Report.
<a href="https://view.ceros.com/lgim/db-endgame-insights-report-december-2024/p/2">Read our Endgame Insights report</a>

Endgame Insights

In this episode of the PRT pod our experts discuss how Flow revolutionises small schemes with innovative features, transactable pricing, and exceptional customer care.

In this episode of the PRT pod our experts discuss how Flow revolutionises small schemes with innovative features, transactable pricing, and exceptional customer care.

Tailored de-risking for smaller pension schemes: Flow

Ensuring the best outcome for pension scheme members is the top priority for professional trustees, but navigating a de-risking journey is not always clear. Schemes large and small alike have a myriad of decisions to make and so they must embark on a journey to tackle their unique challenges from illiquid assets to establishing insurer ethos and ESG approach. 

In this episode, Catherine Williams, Professional Trustee and Origination and Execution Director at Legal & General and Lynne Rawcliffe, Professional Trustee at Law Debenture discuss what’s important to professional trustees when working to secure pension scheme members’ future. 

Ensuring the best outcome for pension scheme members is the top priority for professional trustees, but navigating a de-risking journey is not always clear. Schemes large and small alike have a myriad of decisions to make and so they must embark on a journey to tackle their unique challenges from illiquid assets to establishing insurer ethos and ESG approach. 
In this episode, Catherine Williams, Professional Trustee and Origination and Execution Director at Legal &amp; General and Lynne Rawcliffe, Professional Trustee at Law Debenture discuss what’s important to professional trustees when working to secure pension scheme members’ future.

Professional Trustee Considerations for Pension Risk Transfer

In our latest episode of ‘The PRT Pod’, host Roshni Sakaria goes on the road to our biggest customer event of the year, BBC Gardeners World Live. Roshni sat down with colleagues including Institutional Retirement CEO, Andrew Kail, to discuss their experiences talking to customers about the secret to great customer service. We also hear from customers themselves as Roshni gets chatting to those enjoying the comforts of our L&G customer lounge.



To find out more listen to more episodes here: legalandgeneral.com/institutional/pension-risk-transfer/knowledge-centre/videos/The-PRT-podcast/

In our latest episode of ‘The PRT Pod’, host Roshni Sakaria goes on the road to our biggest customer event of the year, BBC Gardeners World Live. Roshni sat down with colleagues including Institutional Retirement CEO, Andrew Kail, to discuss their experiences talking to customers about the secret to great customer service. We also hear from customers themselves as Roshni gets chatting to those enjoying the comforts of our L&amp;G customer lounge.
 
To find out more listen to more episodes here: legalandgeneral.com/institutional/pension-risk-transfer/knowledge-centre/videos/The-PRT-podcast/

Our flagship customer engagement event - BBC Gardeners' World Live

In a market landscape where affordability to buy-out is within reach for many pension schemes,insurers are innovating to support schemes with significant illiquid asset holdings. Host Roshi is joined by colleagues Jon Loach, Mat Webb and Summit Mehta to discuss the range of solutions available and explore some practical examples including L&G’s landmark 2023 transaction with the Boots Pension Scheme. 

In a market landscape where affordability to buy-out is within reach for many pension schemes, insurers are innovating to support schemes with significant illiquid asset holdings. Host Roshi is joined by colleagues Jon Loach, Mat Webb and Summit Mehta to discuss the range of solutions available and explore some practical examples including L&amp;G’s landmark 2023 transaction with the Boots Pension Scheme.

Illiquid Asset Solutions

Natalie Bentley, Head of Pricing Execution, and John Towner, Managing Director of UK PRT, discuss the key trends and market dynamics expected this year and beyond.

Natalie Bentley, Head of Pricing Execution, and John Towner, Managing Director of UK PRT, discuss the key trends and market dynamics expected this year and beyond.

PRT trends in 2024 and beyond

Our host and Actuarial Manager, Roshni Sakaria, welcomes Adrian Somerfield, Director at Legal & General Retirement Institutional and Mathew Webb, Head of Endgame Solutions, Legal & General Investment Management to discuss how insurers and investment managers work together to support pension schemes on their de-risking journey and explore the benefits of taking a partnership approach.

Our host and Actuarial Manager, Roshni Sakaria, welcomes Adrian Somerfield, Director at Legal &amp; General Retirement Institutional and Mathew Webb, Head of Endgame Solutions, Legal &amp; General Investment Management to discuss how insurers and investment managers work together to support pension schemes on their de-risking journey and explore the benefits of taking a partnership approach.

The power of partnerships

As demand for buy-in and buyouts increases and the market gets busier, it’s more important than ever for pension schemes to be transaction ready.

Last year, the PRT industry witnessed the launch of the first ever insurer led ‘Best Practice Guide’, produced in collaboration with DLA Piper. It’s designed to help the whole market and ensure that everyone has the information and tools to get the quotation and transaction they desire. In this episode, we welcome Gavin Smith, Head of Pricing & Execution at LGRI and Amrit McLean, Head of Pensions De-Risking at DLA Piper as they delve into the key principles in the guide and explain why preparation is key.

https://www.dlapiper.com/en-gb/insights/publications/2022/09/best-practice-guide-preparing-pension-schemes-for-a-bulk-annuity-quotation

As demand for buy-in and buyouts increases and the market gets busier, it’s more important than ever for pension schemes to be transaction ready.
Last year, the PRT industry witnessed the launch of the first ever insurer led ‘Best Practice Guide’, produced in collaboration with DLA Piper. It’s designed to help the whole market and ensure that everyone has the information and tools to get the quotation and transaction they desire. In this episode, we welcome Gavin Smith, Head of Pricing &amp; Execution at LGRI and Amrit McLean, Head of Pensions De-Risking at DLA Piper as they delve into the key principles in the guide and explain why preparation is key.
<a href="https://protect-eu.mimecast.com/s/05AICYvnJF3BAlBI9JZT6?domain=dlapiper.com">https://www.dlapiper.com/en-gb/insights/publications/2022/09/best-practice-guide-preparing-pension-schemes-for-a-bulk-annuity-quotation</a>

Preparing for a bulk annuity quotation with the ‘Best Practice Guide’

Welcome to The PRT Pod, the de-risking podcast that takes you under the umbrella at Legal & General, along with industry experts, to discuss the latest trends and market dynamics.

If you have any questions or would like to request a transcript, please email derisking@landg.com.

Welcome to The PRT Pod, the de-risking podcast that takes you under the umbrella at Legal &amp; General, along with industry experts, to discuss the latest trends and market dynamics.
If you have any questions or would like to request a transcript, please email <a href="mailto:derisking@landg.com">derisking@landg.com</a>.

The PRT Pod

Social links:

Follow the podcast:

8 clip(s)