Section 1

EVALUATING HOW THE LONGEVITY HEDGING & BUYING OUT MARKET HAS MOVED ON IN THE LAST 12 MONTHS

Roundtable debate: What significant activity has occurred in the longevity swap and buy-out space in the last 12months?
Moderator:

• Confirmed: Pádraig Floyd, Freelance Financial Journalist

Panellists:

• Confirmed: David Phillips, Partner, Linklaters
• Confirmed: Martin Bird, Longevity Solutions Group, Global Risk Services, Aon Hewitt
• Confirmed: Andy McAleese, Head of Annuity Transactions, UK & Ireland, Pacific Life RE
• Confirmed: Andrew Reid, Managing Director, European Head of Pensions Origination, CMTS, Deutsche Bank

Case Study: A case study of a client transaction, start to finish

• Confirmed: Andrew Reid, Managing Director, European Head of Pensions Origination, CMTS, Deutsche Bank

Interview: Analysing the drivers behind the continued interest in pension buy-outs?

• Confirmed: Mark Bower, Finance Director, Arnold Laver & Co

Section 2

LOOKING TO THE FUTURE: WHERE IS THE MARKET GOING?

Roundtable debate: What will it take to truly open up the market to schemes of all sizes?
Moderator:

• Confirmed: Jerry Moriarty, Policy Director, Irish Association of Pension Funds

Panellists:

• Confirmed: Jeremy Stone, Chairman of Trustees, WH Smith
• Confirmed: Tiziana Perrella, Consultant & Actuary, JLT Pension Capital Strategies
• Confirmed: Andrew Reid, Managing Director, European Head of Pensions Origination, CMTS, Deutsche Bank

White paper: TBC

• Invited: Representative TBC, Linklaters

Section 3

SPECIAL ROUNDTABLE: THE ANTICIPATED EFFECTS OF THE RECENT MARKET VOLATILITY ON LONGEVITY SWAPS AND BUY-OUTS
Moderator:

• Confirmed: Andrew Reid, Managing Director, European Head of Pensions Origination, CMTS, Deutsche Bank

Panellists:

• Confirmed: John Chilman, Group Pensions Director, First Group PLC
• Confirmed: Derek Rushton, Group Pensions Manager, Virgin Media Pensions
• Confirmed: Stephen Tiley, Group Pensions Manager, Wincanton
• Confirmed: Kelvin Wilson, Director, Pension Risk Solutions, Grant Thornton

Section 4

SPECIAL WHITE PAPER: CONSIDERING THE FIDUCIARY RESPONSIBILITIES OF TRUSTEES WHEN ENTERING INTO A BULK BUY-OUT STRATEGY

• Confirmed: Michael Chatterton, Director, Law Debenture