Getting ‘under the bonnet’ (of the insurer decision-making process)

Understanding the insurer decision-making process and what drives their triage is crucial for trustees and sponsors to secure the best deals for buy-in and buy-out transactions. At our ‘Endgame Solutions Conference,’  I chaired a discussion on how to do this alongside fellow industry experts: Pete Jennings (Just), Adrian Somerfield (L&G), Costas Yiasoumi (formally WTW, now […]

GMP equalisation

This case study looks at how we managed GMP reconciliation and equalisation for a client where rectification of pension increases was also needed. Wrapping them into one project ensured benefits were only amended once, making member communications clearer.