Preparing for a buy-in: selling illiquid investments

In the latest of our quarterly webinars, covering issues of current importance to trustees and employers of occupational pension schemes, we looked at selling illiquid investments in preparation for a buy-in, including:

• David Barnett (partner and senior investment consultant at Barnett Waddingham) discussing the key considerations leading to the decision to sell an illiquid investment.
• Points to consider when appointing a broker to negotiate the sale of an illiquid investment.
• Key tax considerations.
• The process of negotiating the sale of an illiquid investment, such as the documents involved and material points for trustees to be aware of.

View the webinar >>