Shoosmiths on TAP - Risk transfer series, episode 2: Later stages of a risk transfer project

In the second episode of our risk transfer series, Suzanne Burrell is joined once again by Adam Davis, Managing Director of K3 Advisory, and Becky Wood, Trustee Director at Vidett, to discuss the later stages of a risk transfer project, including approaching insurers, pricing and recent experience around that process, as well as key actions for trustees and employers including decision making processes, project management, negotiating legal documentation and communicating with members.

Stay tuned for future episodes in this risk transfer series where we will be discussing alternatives to buy out, in particular the transfer of defined benefit (DB) liabilities to a DB master trust. Until then, you can find more information on today's speakers at and

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The opinions expressed in this podcast are those of our guests. They do not purport to reflect the opinions or views of Shoosmiths. This podcast is for educational purposes only and does not constitute legal advice. It is recommended that specific professional advice is sought before acting on any of the information given. © Shoosmiths LLP 2024.



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