We make sure you are properly prepared for any potential insurance transaction.
We are very proud of our high successful bulk annuity transaction conversion rate, standing at 98% over the last three years. This means we get the best engagement, price and terms from insurers, as they have confidence that a transaction we bring has been well-planned, and will go smoothly from their point of view. This is increasingly important when market demand outstrips insurers’ capacity.
We have experience of delivering for all schemes, from small to large (click here for a case study for one of our large clients). We know the importance of having a successful, smooth route to scheme wind-up, and carefully plan for this from the earliest stages of a buy-out project.