Buyouts and buy-ins
Achieving your de-risking endgame through tailored, clear and practical advice alongside a team with extensive experience
Our specialist bulk annuity team has extensive experience of advising both trustees and companies on all aspects of buyouts and buy-ins, encompassing both traditional and medically underwritten bulk annuity processes.
Our team has strong ongoing relationships with all of the bulk annuity providers in the market, enabling us to develop bespoke deal solutions and ensuring our clients are aware of any offerings which can help them transact more efficiently and cost effectively.
We are also supplemented by dedicated expertise in the key related areas of investment, longevity and insurer financial strength assessments.
Our combination of trustee and company experience allows us to understand the perspective of both parties in a bulk annuity transaction, helping to facilitate a smoother process whilst achieving the underlying aims for our client and the pension scheme overall.
We recognise that the nature of bulk annuity deals is similar to other corporate/scheme transactions, where there is a need to be flexible, to respond quickly and to provide the appropriate level of support.
Our actuarial, investment and specialist bulk annuity advice centred on Tate & Lyle's £1bn+ UK DB pension scheme. Discover how we secured all members’ benefits with a bulk annuity insurer, successfully de-risking the scheme seven years ahead of plan.Read the case study