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

Are you a trustee, investment consultant or in-house pension and benefit scheme professional? You can apply for full complimentary access here

Join now

 

Already a Professional Pensions
member?

Login

More on Risk Reduction

KLM UK Pension Scheme completes £240m buy-in with Rothesay

KLM UK Pension Scheme completes £240m buy-in with Rothesay

Transaction secures the benefits of the remaining 1,852 scheme members

Holly Roach
clock 10 February 2026 • 3 min read
What a £550bn BPA market really means

What a £550bn BPA market really means

Jon Yarker looks at what sustained high transaction volumes mean for the industry

Jon Yarker
clock 09 February 2026 • 7 min read
Argent Group scheme secures £16m buy-in with Just Group

Argent Group scheme secures £16m buy-in with Just Group

Transaction secures the benefits of 170 pensioners and 45 deferred members

Holly Roach
clock 09 February 2026 • 2 min read
Trustpilot