Planning your journey to buy-out

Over 75% of Defined Benefit (DB) pension schemes are now targeting buy-out and around 40% of those schemes expect to fully insure within the next five years*. Buy-out is a complex stage in a pension scheme’s evolution, with a clear need for a cohesive and integrated journey plan.

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Our analysis shows that not having a journey to buy-out plan in place could lead to unnecessary costs of between £20-30m for a typical scheme, as well as impacting member confidence in the scheme more generally. Planning your journey to buy-out sooner rather than later is paramount.

That’s why we’ve developed our guide - to help trustees and sponsors agree on a comprehensive plan, covering strategy and actions to help your scheme reach buy-out confidently and efficiently.

If you'd like to speak to our team about developing your own plan please get in contact.

*Hymans Robertson 2023 Risk Transfer Report

Buy-out journey planning guide

Welcome to our buy-out journey planning guide, which is a framework we’ve developed to help trustees and sponsors agree on a comprehensive buy-out plan. Our framework covers the different areas that need to be considered and planned, with the goal of helping your scheme navigate the journey confidently and efficiently.

How do you best navigate your journey to buy-out?

In this webinar, our panel of experts bring to life the administrations, investment, actuarial and funding perspectives of what is needed to successfully settle the affairs of a DB pension scheme.

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Risk Transfer Report 2024

Our seventh annual Risk Transfer Report gives comprehensive analysis of the pensions bulk annuity market. Our expert team explore the key market changes and look at what these could mean for you.

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