ON DEMAND

DB Schemes: Locking in your funding level in a post LDI crisis world

Online - webinar

There have been improvements in funding for many schemes, especially when looking at deficits measured in pound terms, but changes in the LDI market mean many schemes will need to review their strategies. There are also some schemes which came out of the LDI crisis in a worse position and may need a rethink to get back on track. What are the options?

Katherine Lynas from Punter Southall will be hosting this 1 hour webinar exploring the options. She will be joined by Ian Mills, Partner and Head of DB Endgame Strategy at Barnett Waddingham, Richard Jones, Managing Director at the Pension Safeguard Solution and Eimear Kelly who leads the EY Alternative Financing team.

We will provide an overview of the options and drill down into some of the specific solutions available to schemes and their sponsors. The webinar is open to all stakeholder involved in running defined benefit pension schemes.

Katherine Lynas

Punter Southall | Senior Consultant

Katherine is a senior consultant at Punter Southall Pension Solutions. Katherine re-joined the Punter Southall Group in January 2022 to support business development and investment implementation of the Pension Safeguard Solution.

Her background is in institutional investments where she has had a range of senior roles from Head of Manager Research through Consultant Relations to Head of Marketing.

Ian Mills

Barnett Waddingham | Partner and Head of DB Endgame Strategy

Ian advises pension trustees and sponsors on developing and implementing strategies for achieving the long-term goals of their pension scheme. He helps clients to identify and define their endgame objectives, and then helps them to build and implement integrated funding, investment and covenant strategies tailored to their unique circumstances.

Ian’s advisory style is pragmatic and collaborative. He works with his clients and their other advisers to explore the options, but then puts himself in the client’s shoes to provide a clear recommendation as to what he would do if he were them. He does not over-engineer, but provides clear and actionable advice to help pension schemes take control of their situation, by focusing on the issues that will have the biggest impact.

Richard Jones

Punter Southall Pension Solutions | Managing Director

Richard Jones is the Managing Director of Punter Southall Pension Solutions and is a key architect in the development of the Pension Safeguard Solution. He is a qualified actuary with almost 25 years' industry experience, including over a decade heading up Punter Southall’s specialist employer consulting division, prior to the sale of all the pension consulting businesses in 2018.

His particular specialism is the interaction of employer covenant with funding and investment, helping schemes to understand and navigate to the best long-term outcome for their specific circumstances. He have led over 300 complex pension projects during his career.

Eimear Kelly

EY | Partner & Head of Alternative Financing

Eimear is a Fellow of the Institute of Actuaries with over 20 years’ experience in the pensions industry. Her clients include both trustees of pension schemes and corporate sponsors. She provides strategic advice in relation to managing the costs and risks associated with legacy DB pension liabilities as well as end game journey planning. She leads the EY Alternative Financing team and has supported many clients to put in place contingent funding structures included asset backed contribution structures, reservoir trusts, escrow accounts, co-investment structures etc working closely with tax and accounting colleagues in EY.