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.

Published 13 September 2023

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 www.k3advisory.com and www.vidett.com.

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