2024年9月24日

Preparing for a buy-in: selling illiquid investments

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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.
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