Webinars / 10:00AM / 22.11.23

Exploring DB consolidation and how DB master trusts can help

Webinar details

Exploring DB consolidation and how DB master trusts can help

Location: On-demand

Time & Date: 10:00AM / 22.11.23

Speakers

Sarah Leslie

Trustee, Citrus Pensions

Speakers

Pin-Nee Tang

Trustee, Citrus Pensions

Speakers

André Ranchin

Investment Consultant, Hymans Robertson

Speakers

Ian McQuade

CEO, Muse

With a focus on consolidation from the Pensions Regulator (tPR), and the option to consider run-off versus buy out, this webinar provided you with some options to consider on your scheme’s journey.

Watch on-demand

During the webinar we explored DB consolidation options, with a focus on DB master trusts and the advantages they can offer. Drilling into the details, we explored some key master trust characteristics, including how investments can be managed along the journey - with a particular focus on responsible investing.

Sarah Leslie, Trustee at Citrus (a DB master trust) was delighted to be joined by Ian McQuade from Muse (an independent consultant helping clients navigate the consolidation options), Pin-Nee Tang (Trustee from Citrus), and André Ranchin from Hymans Robertson (lead investment adviser to Citrus) to explore what a DB master trust could offer you and your scheme.

Watch our webinar on-demand which provided insights on:

  • The DB consolidation options available

  • Exploring the key characteristics of a DB master trust 

  • The journey, with a focus on buy-out and options to run-off

  • The importance of responsible investing in a master trust 

  • Q&A panel session

NOT ADVICE. The information made available in this webinar is for general information purposes only. It is not to be relied on for taking (or not taking) any action or decision. It is not a substitute for professional advice (including for legal, investment or tax advice) on specific circumstances. We will be pleased to discuss any issue in greater detail.