SPP Event: DB Risk Transfer – Navigating Post-Transaction Challenges
Online
Tuesday 24 February 2026
09:15-10:30
Many schemes have completed risk transfer transactions in recent years, but moving from this initial step through to the ultimate settlement of the liabilities typically requires significant work across a range of areas. Our panel of experts will discuss the challenges encountered in these processes, and how best to navigate these challenges to ensure the successful completion of the project.
Speakers
Alex Stobbart
Senior Consultant, LCP
Alex is an actuary in LCP’s post-transaction team, supporting schemes through their data cleanse, buy-out and wind-up processes.
He’s previously worked at Aon advising trustees and been seconded to TPR but now focuses exclusively on post-transaction work and recently co-authored LCP’s 2025 pension risk transfer report.
Sarah Parkin
Partner, Linklaters
Sarah Parkin is a partner in the Pensions team at Linklaters. Sarah has a particular focus on de-risking for pension schemes, recently advising on the £1.9bn buy in for the Sedgwick Section of the MMC UK Pension Fund which included the conversion of three longevity swaps. She has advised a number of schemes as they have moved from buy-in to buyout and completing their winding-up.
Rosie Fantom
Head of Bulk Annuity Origination, M&G
Rosie leads the Origination and Execution team within M&G’s life insurance business for Corporate Pension Solutions. With a longstanding presence in the risk transfer space, M&G and Prudential Assurance Company have built a reputation as trusted partners for pension schemes, underpinned by robust financial strength and a steadfast commitment to delivering for customers. Rosie leads a team of around 10 people and is responsible for identifying and securing new business opportunities, shaping client propositions, and overseeing the structuring and execution of pension risk transfer transactions.
Rosie is a qualified actuary and brings a wealth of experience from over 17 years in the pensions risk transfer market. Most recently, she was Head of Bulk Annuities at Barnett Waddingham, where she led transactions for the £2bn Old British Steel Pension Scheme and £850m for the Arcadia pension schemes. During her tenure, Rosie had oversight for a team of over 30 people who advised on 80 completed transactions. Prior to this, she worked for Scottish Widows where she was involved in writing c.£4bn of bulk annuity transactions.
Sanjay Gupta (Chair)
Professional Trustee, BESTrustees
Sanjay joined BESTrustees in January 2025 following a successful 35-year career working as a pension scheme actuary. Sanjay is a Fellow of the Institute of Actuaries.
Sanjay brings a deep understanding and breadth of experience in both DB and DC pensions advising both trustees and sponsors on all aspects of pension schemes.
Countdown to the event
Day(s)
:
Hour(s)
:
Minute(s)
:
Second(s)