Legal & General Retirement Institutional’s (LGRI) podcast, Institutional Insights, cover a range of topics around Pension Risk Transfer (PRT) including: Market updates, pension scheme de-risking and longevity views. The episodes feature LGRI’s experts, discussing their views on the key trends in the PRT sector.
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Legal & General Retirement Institutional’s (LGRI) podcast, Institutional Insights, cover a range of topics around Pension Risk Transfer (PRT) including: Market updates, pension scheme de-risking and longevity views. The episodes feature LGRI’s experts, discussing their views on the key trends in the PRT sector.
S2 E10 - DB pension schemes as part of corporate M&A transactions
Institutional Insights
27 minutes
4 years ago
S2 E10 - DB pension schemes as part of corporate M&A transactions
Julian Hobday, Origination & Execution Director, LGRI, Adolfo Aponte, Managing Director, Lincoln Pensions and Tom Lukic, Trustee, Dalriada, discuss what happens when a pension scheme’s corporate sponsor is acquired by another company and the Mergers & Acquisitions (M&A) agreement includes provisions regarding the pension scheme that makes the sale conditional on the removal of future DB risk. The episode focuses on a recent transaction completed by Legal & General in November 2020, where Lincoln provided strategic advice to the seller.
Institutional Insights
Legal & General Retirement Institutional’s (LGRI) podcast, Institutional Insights, cover a range of topics around Pension Risk Transfer (PRT) including: Market updates, pension scheme de-risking and longevity views. The episodes feature LGRI’s experts, discussing their views on the key trends in the PRT sector.
