Sponsored by

Rothesay Life

Rothesay Life is an insurance company authorised and regulated by the UK Financial Services Authority (FSA). Established in 2007, it is a fully owned subsidiary of The Goldman Sachs Group, Inc. In talks with Blackstone and GIC a singapore Wealth fund to take 30% each of Goldmans.

On 11th January 2011, Rothesay Life acquired Paternoster - an insurance company established in 2006, and authorised and regulated by the UK FSA. Paternoster now forms part of the Rothesay Life group. As a group we offer tailor-made, structured solutions to help pension schemes reduce exposure to risk and increase long-term security.

The group strives to provide operational and administrative excellence for policyholders, bringing banking controls and standards to the insurance landscape and combining this with experienced market leading third party pension administrators.

In doing so, we aim to provide the very highest levels of customer service, administrative support and ensure robust long-term security for our policyholders. We seek to exceed the standards set out in ‘Treating Customers Fairly’ and other guidelines from the FSA and The Pensions Regulator.

mallowstreet University Dinner: Navigating the Road to Buyout - Rothesay Life

As pension funds map out their ‘end game’, many are working out how to fully transfer their liabilities to an insurer. Over dinner, Sammy Cooper-Smith will discuss the following areas and take Q&A on any topics related to risk settlement.

Does the quality of your data matter?
What makes an Insurer take one process more seriously than another?
Are there times where you can secure better pricing than others?
Are some benefits more expensive than others to insure?
Should you use new advisers to help run your process?

Please join us for what should be a fascinating discussion.

This dinner is accredited for CPD points by the Pensions Management Institute (PMI) and is exclusively for pension fund decision makers and their advisors.

Speakers

Sammy Cooper-Smith
Head of Business Development
Sammy is head of the Rothesay Life business development team. Sammy started his career at Prudential before leaving to join the buy-out start up Paternoster which was acquired by Rothesay Life in 2011. At Rothesay Life’s Sammy has played a lead role in transactions with the pension funds of National Grid, telent, Asda and Allied Domecq amongst others as well as the reinsurance of the Prudential, Zurich Assurance and Aegon annuity portfolios.

Program

6:30 PM Guest Arrival

Welcome drinks served
7:00 PM Seated for dinner

Dinner served followed by presentation
9:00 PM End

mallowstreet University Dinner: Navigating the Road to Buyout - Rothesay Life

Speakers

Program

6:30 PM Guest Arrival

7:00 PM Seated for dinner

9:00 PM End