Trivial Commutation - April 2016


Broadcast: 13 April 2016


Xafinity helped over 50 clients undertake trivial commutation exercises in 2015 which made it the most popular form of liability management over the year. As well as being popular with clients, these exercises also proved to be popular with members, with 9 out of 10 members engaging with the exercise in some way.

  • On this webinar, Xafinity, in conjunction with Pinsent Masons and PAN Trustees:
  • Share their collective experience of designing & implementing an exercise
  • Consider an exercise in the context of the recently published Code of Practice
  • Run through a case study of a scheme that recently carried out an exercise
  • Talk about typical member behaviour
  • Give an overview of the financial outcomes for schemes that have completed an exercise

Watch a recording of this webinar: