With a longstanding presence in the risk transfer space, M&G has built a reputation as a trusted partner for pension schemes, underpinned by a robust balance sheet and a steadfast commitment to delivering for customers.
In her role as Head of Origination and Execution, Rosie will lead a team of around 10 people and be responsible for identifying and securing new business opportunities, shaping client propositions, and overseeing the structuring and execution of pension risk transfer transactions. M&G will be launching the industry’s first With-Profits BPA in 2026, allowing pension scheme members to share in the benefits. This is the latest innovation from M&G, following the launch of the first value share BPA in 2024.
Rosie is a qualified actuary and brings a wealth of experience from over 17 years in the pensions risk transfer market. Most recently, she was Head of Bulk Annuities at Barnett Waddingham, where she led transactions for the £2bn Old British Steel Pension Scheme and £850m for the Arcadia pension schemes. During her tenure, Rosie had oversight for a team of over 30 people who advised on 80 completed transactions. Prior to this, she worked for Scottish Widows where she was involved in writing c.£4bn of bulk annuity transactions.
Kerrigan Procter, Managing Director of Corporate Pensions Solutions, M&G said: “I’m delighted to welcome Rosie to M&G. Her deep understanding of the pensions and insurance landscape, combined with her strategic insight, will be invaluable as we continue to innovate and grow our corporate pensions solutions business. Rosie’s arrival marks an exciting step in our expansion as we continue growing our capabilities so we can originate and execute more transactions. I look forward to the impact she’ll make as we help more clients navigate their de-risking journeys.”
Rosie Fantom, Head of Origination and Execution, M&G Corporate Pensions Solutions, said: “I’m thrilled to be joining M&G at such a pivotal time. With a proud heritage in the bulk annuity market, M&G has consistently delivered outstanding outcomes for pension schemes, sponsors and their members, underpinned by deep expertise, exceptional service and financial strength. As we look ahead to 2026, with strong demand for de-risking solutions, I’m excited by the opportunity to build on this momentum and help deliver innovative, effective solutions for both our existing and future clients.”
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