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.

 

  • preparation and feasibility ensuring your scheme is in position to achieve the maximum level of insurer engagement
  • process support and project management thorough planning to deliver the critical steps within the desired timescales 
  • price negotiation and deal structuring using our close insurer relationships and market knowledge to secure the best possible terms
  • due diligence of insurers helping you understand the regulatory environment, insurer risk and financial strength
  • We have advised on a wide range of transactions, including processes from approximately £800 million through to transactions of under £5 million. This includes schemes relating to a number of large firms and multinationals based in the UK and overseas, as well as small to medium sized companies
  • We have also advised several of the insurers in the bulk annuity market

We are experts in providing the following executive pension services:

  • reviews of pension arrangements of senior staff at various organisations, including Banks, Insurers, Schools, Universities, Local Authorities County Councils, FTSE 350 companies, SME’sand members of various other Public Sector schemes
  • guidance on setting up unfunded and unapproved pension arrangements

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.

Contact us for all enquiries

For more information about the independent, expert services we provide in this area, speak to our team today.

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