Due Diligence in Moving to a Bundled Solution (including Master Trusts)

Sponsoring employers and trustees need independent advice on their pension arrangements. Such advice is essential before making any significant change to existing pension arrangements. Moving to a master trust, or other bundled solution, is often presented as a simplification of existing arrangements. However, before undertaking such a move, employers and trustees need to fully considerContinue reading “Due Diligence in Moving to a Bundled Solution (including Master Trusts)”

2020 Vision – Presentations on Transfers and Wind-Up

Update (March 2020): In December 2019 we highlighted the forces that will lead to wind-ups and transformations of Irish pension schemes. Recent turbulence has only accelerated the timelines detailed in the presentations below. As specialists in this field, please contact Fitzgerald Actuarial in order to discuss how these processes can be managed appropriately. Following onContinue reading “2020 Vision – Presentations on Transfers and Wind-Up”

Seminars on Wind-Up and Transfer of Pension Schemes

Fitzgerald Actuarial in conjunction with Zurich were delighted to hold pension seminars in Cork and Limerick in December 2019, focusing on the challenge of pension scheme restructuring through wind-up and transfer. The presentations highlighted the forces that Fitzgerald Actuarial envision leading to a transformation of the Irish pension scheme market, underlining the importance of projectContinue reading “Seminars on Wind-Up and Transfer of Pension Schemes”

Insurance Update – Isle of Man

The last number of years have been a busy time for both regulators and insurers in the Isle of Man with the introduction of the new risk-based solvency regime for life insurers in 2018. This article by Michael Fitzgerald looks at the most recent developments, including the introduction of the Insurance (Group Supervision) Regulations 2019Continue reading “Insurance Update – Isle of Man”

IORP II & Data Integrity

The Chinese proverb “May you live in interesting times”, may not seem like a good introduction to the passing of further legislation affecting pension plans, but with so many changes afoot times are definitely getting most interesting. In this article, John Grant takes a look at why data integrity should be at the top ofContinue reading “IORP II & Data Integrity”