Buyouts and buy-ins
Achieving your de-risking endgame through tailored, clear and practical advice alongside a team with extensive experience
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.
We are experts in providing the following executive pension services:
If you need support on tax efficient pension provision and retirement planning, get in touch with us today.
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.