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Strictly Confidential

CBI Pensions Conference
           Dan DeKeizer
Managing your Liability Risk



• Benefit Adjustments
    - Transfer Values, Indexation exchanges, Discretionary
      factors

• Interest Rate and Inflation hedging

• Longevity Insurance / Longevity Swaps

• Annuity as an asset class – the “buy-in”




                                                             2
Dan de keizer

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Dan de keizer

  • 1. Strictly Confidential CBI Pensions Conference Dan DeKeizer
  • 2. Managing your Liability Risk • Benefit Adjustments - Transfer Values, Indexation exchanges, Discretionary factors • Interest Rate and Inflation hedging • Longevity Insurance / Longevity Swaps • Annuity as an asset class – the “buy-in” 2