Webinar: Transfer Values from DB pension schemes

Event Type
CPD Event
Select event format
Virtual event
Members Only Event
You must be a member of the Society of Actuaries in Ireland to attend this event.
Date
Time

Start time: 12.30 pm 

End time: 2.00 pm

Venue
Online: zoom
Description

This webinar will be held over zoom. Click here to read the User Guide for Zoom webinars/meetings.

This session is not being recorded.

Against a background of increasing transfer activity this event will facilitate discussion on considerations around transfer values from defined benefit pension schemes, including - the role of the actuary in setting transfer factors, the section 34 guidance minimum transfer basis, relevant matters for the actuary to consider in a transfer factors review, funding considerations arising from the transfer basis adopted and take-up levels of transfer, approach to certification under the minimum funding standard. 

NB: As a security measure, there is a two-step registration process before you receive the link to join any webinar.  The first step is to register your interest in attending a webinar by making a reservation for an event via the Society’s website.  You will receive a link to then register via the Zoom platform.  It is after this second registration step that you will receive the link to join the webinar. 

Speakers/Presenters
Deirdre Coyle FSAI, WTW and Patrick Leonard FSAI, Fidelity International
Biographical details

Deirdre Coyle, Willis Towers Watson, is a Scheme Actuary and advisor to a number of large defined benefit pension schemes.  Deirdre currently participates on the pensions committee of the Society of Actuaries in Ireland.

Patrick Leonard - Sales Director | Cross Border Workplace Investments, Fidelity International. Patrick has recently joined Fidelity International’s Workplace Investment distribution team and is based in Ireland. As part of his role, Patrick has responsibility for Fidelity’s pan-European and global Defined Contribution offerings. Prior to joining Fidelity, Patrick worked as an Actuarial and benefit consultant for Mercer partnering with domestic and multinational organisations on all aspects of their global benefit provision. Patrick currently sits on the pensions committee of the Society of Actuaries in Ireland.

Deep Dive: This is a Deep Dive Event.