Enjoy an evening with Rothesay at City Social to discuss end-game journey plans

The AMNT and Rothesay would like to invite you to join them for dinner at City Social on Wednesday 4th May to explore what the journey to buy-out might look like for your scheme, and the steps that will help you get there. They’ll also be discussing current industry trends and other de-risking solutions.


End-game planning is now an agenda item at most trustee meetings. Improved funding levels, a slowdown in longevity improvements, continuation of sponsor contributions and the maturing of schemes has meant what once seemed a distant spot on the horizon is now coming into focus for an increasing number of schemes.

There will be a drinks reception from 6:30pm with dinner commencing at 7pm and the evening drawing to a close at 9:30pm. City Social is situated nearby various London Underground stations including Liverpool Street and Bank.

*Limited spaces available*


Wednesday 4th May 2022 from 6:30pm until 9:30pm


Sammy Cooper-Smith

Sammy joined Rothesay in 2011 and is responsible for new business origination and marketing to defined benefit pension schemes and insurance companies. At Rothesay, Sammy has played a lead role in transactions with the pensions funds of National Grid, telent, Asda and Allied Domecq among others as well as the reinsurance of the Prudential, Zurich Assurance and Aegon annuity portfolios.

Prior to joining Rothesay, Sammy was at Paternoster which Rothesay acquired in 2011. He started his career at Prudential.

Róisín O’Shea

Róisín is part of Rothesay’s Business Development team. She has spent most of her career focused on pension de-risking and has worked on a wide range of transactions both at Rothesay and also during her time in Aviva and Legal & General’s bulk annuity teams. Róisín is a Fellow of the Institute and Faculty of Actuaries and has received the Chartered Enterprise Risk Actuary accreditation

Katie Overton

Katie joined Rothesay’s Business Development team in 2021. Prior to joining Rothesay, Katie worked in pensions consulting at Willis Towers Watson for 10 years, advising trustees and sponsors in relation to their UK pension schemes.  Katie is a Fellow of the Institute and Faculty of Actuaries and has received the Chartered Enterprise Risk Actuary accreditation.

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