Heather Wolfe joined a panel of experts to provide insights on buying annuities to de-risk.
As plan sponsors seek to de-risk, many are looking for ways to get out of the pension game altogether – annuitization is one exit strategy. Using annuities as a way to de-risk is a popular option, but there are costs and complexities involved. Heather Wolfe joined a panel that included John Poos (George Weston), Julien Ranger (Osler) and Andrew Whale (Mercer) to address key questions plan sponsors should be asking about annuities and whether or not they're a good fit for all plans.
This publication summarizes the discussion from all participants, including the importance of having good data and having your governance framework in place. You will also find summaries of all the presentations at the conference, with topics ranging from factors driving energy prices and the fallout from Brexit.