88: Stepping stones to end-game: a DB-focused podcast with Lisa Purdy (Head of Fiduciary Distribution) and Pretty Sagoo (Head of Pricing and Execution)

2018 was a record year for pension scheme bulk annuity transactions, with nearly £25bn of deals, and this trend will have continued into 2019 too. According to a survey by AoN Hewitt, the time for schemes to reach their end‐game target is currently less than ten years.  Every pension scheme is different, so even if schemes are targeting the same solution, they will need their own bespoke action plan to fit their own circumstances and move them on their journey towards end‐game. While there may be some uncertainties, there are practical steps that schemes can take to navigate the twists and turns more smoothly.  In this episode, we talk to Pretty and Lisa about why end-game is so important for pension schemes at the moment, the state of the buyout market, and what schemes can to in order to prepare for a buyout. Featuring: Lisa Purdy, Head of Fiduciary Distribution Pretty Sagoo, Head of Pricing and Execution, PRT Alyssa Ford, Institutional Content Manager We want to hear from you! Email us at mark.chappel@lgim.com with your thoughts on the podcast and any suggestions of the guests or types of content you’d like to see covered.   This podcast is intended for investment professionals, and shouldn’t be shared with a nonprofessional audience. This podcast should not be taken as an invitation to deal in Legal & General investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of Legal & General Investment Management. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management

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What does a changing world mean for my portfolio? Which asset classes are undervalued? Will declining demographics affect my investments? From L&G’s Asset Management division, we bring you conversations about the global economy and how professional investors can take advantage of these opportunities. We'll be talking to fund managers, analysts, industry experts and more to discuss the latest market and political developments, their most exciting asset allocation ideas and how they're optimising portfolios for market booms and economic gloom. From Trump's tariffs to irrational investors, L&G Talks Asset Management dives into the world of asset management and brings you our most compelling thoughts to help you make informed investment decisions. To find out more, visit https://am.landg.com/en-uk/institutional/insights/ L&G has been helping customers since 1836. A founding member of the Financial Times Stock Exchange (FTSE) 100 index, L&G is one of the UK's leading financial services companies serving UK customers for our life assurance, pensions, investments and general insurance plans.  This podcast is intended for investment professionals, and shouldn't be shared with a non-professional audience. This podcast should not be taken as an invitation to deal in L&G investments. Any views expressed during this recording belong to the individuals and are based on market conditions at the time of recording, and do not reflect the views of L&G. Legal & General Investment Management is authorised and regulated by the Financial Conduct Authority. Legal & General Investment Management, One Coleman Street, London, EC2R 5AA. Register in England no. 2091894. All rights reserved. No part of this audio may be reproduced in whole or in part without the prior written consent of Legal & General Investment Management.