Five things trustees need to know about medically underwritten bulk deals

LCP partner Emma Watkins gives her top tips

clock

LCP partner and head of buyout business development Emma Watkins presented to the Pensions and Benefits Show the top issues trustees must consider before committing to a medically underwritten bulk annuity deal.

The need to collect sensitive data Watkins said trustees must be aware of how requests for personal medical data may affect members, and recommended a careful communications approach. However...

To continue reading this article...

Join Professional Pensions

Become a Professional Pensions Lite Member today

  • Three complimentary articles per month covering the latest real-time news, analysis and opinion from the industry
  • Receive important and breaking news stories via our two daily news alerts
  • Hear from industry experts and other forward-thinking leaders

Join now

 

Already a Professional Pensions
member?

Login

More on Risk Reduction

The value of capital-backed journey plans on the path to endgame

The value of capital-backed journey plans on the path to endgame

The value of capital-backed journey plans on the path to endgame

Ian Wright
clock 09 June 2025 • 4 min read
Grant Thornton scheme completes £275m buy-in with Royal London

Grant Thornton scheme completes £275m buy-in with Royal London

Deal includes more than 2,200 members and is insurer’s largest external BPA deal to date

Jasmine Urquhart
clock 05 June 2025 • 2 min read
London Waste scheme completes £22m buy-in with Royal London

London Waste scheme completes £22m buy-in with Royal London

Bulk annuity transaction secures the benefits for around 200 members

Martin Richmond
clock 30 May 2025 • 2 min read
Trustpilot