Bulk Annuity Transactions Part 2

Published: April 24, 2019, 5:03 p.m.

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In this episode, Jane McKeever, a senior associate from the Employment Pensions and Benefits Group at Matheson, explores the main trustee and employer considerations when an annuity buy-in is proposed.\\xa0 Darren Maher, head of Matheson\\u2019s Financial Institutions Group also examines the insurance angle and highlights some of the issues to be borne in mind when structuring and documenting these transactions.

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