Lifestyle Article - XPS appoint new Partner in Risk Settlement Business


Jo Carter has joined XPS Pensions Group as a Partner in its Risk Settlement team. She is the latest addition to XPS’s expanding Risk Settlement team as it continues to grow its expertise in this area

 Jo joins XPS Pensions Group after 25 years with Mercer where she has spent most of her career focusing on risk settlement. She has advised on buy-in and buyout projects for schemes of all sizes, including transactions in excess of £1bn and involving a number of multi-nationals and FTSE 100 clients.

 At XPS Pensions Group, she will focus on leading on buy-in and buyout transactions as well as helping clients with strategic end-game journey planning.

 Jo is the latest addition to XPS Pensions Group’s growing Risk Settlement team, with the business having recently appointed Stephen Purves as Head of Risk Settlement to oversee the growth of XPS Pensions Group’s presence in the market.

 Stephen Purves, Head of Risk Settlement at XPS Pensions Group, said: “Jo is a great addition to our team. Her depth of experience and expertise in managing transactions across all sizes will be invaluable to our clients as they look to secure the best outcomes for their members.”

 Jo Carter, Partner at XPS Pensions Group, said: “It’s an exciting time to be joining XPS’s Risk Settlement team, which is going from strength to strength. I’m looking forward to playing a key role as the business brings its unique offer in this market to ever more pension schemes.”

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