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Barnett Waddingham
0333 11 11 222
The introduction of Solvency II has led to insurers reflecting on their businesses and available capital.  We have seen numerous consolidations, sales and launches of product lines and risk transfers.  Insurers are also investing in improving their customer engagement.

We offer a full range of strategic advisory services covering M&A and transactional design and support, product development support, risk transfers and customer engagement enhancement through our data analytics team.

Specific expertise

  • Part VIIs and transfers of blocks of business - supporting transfers of blocks of business, including Independent Expert assignments.  In particular, we have deep knowledge of solving the issues involved in transferring annuity books from with-profits to shareholder funds
  • Unit-linked fund mergers – advising on customer fairness and operational due diligence
  • Risk transfers – advising on derivative and reinsurance transactions designed to manage risk exposures
  • New products – assisting with the development of new products, especially in connection with pensions freedom (SIPP / income drawdown, Later Life annuities)
  • Customer Engagement / Attraction – using data analytics to enhance your customer experience and sales processes

Related knowledge and resources


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    The current economic climate is causing economists to disagree wildly on the future. Head of Insurance, Scott Eason, reports from our Investment Conference.

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    First impressions of KIDS – a very mixed bag

    The Packaged Retail and Insurance-based Investment Products (PRIIPs) regulations came into force on 1 January 2018, requiring all providers of PRIIP providers to have a Key Information Document (KID) available online from 3 January 2018.

  • Picture for Investments: back to basics for insurers
    Investments: back to basics for insurers

    The ‘lower for longer’ yield environment that is the expected outcome of Brexit has caused many insurers to go back to basics and consider how to achieve positive yields. We examine the framework that allows this analysis - the ABCs of investments.

  • Response on TR16/2: Fair treatment of long-standing customers in the life insurance sector

    We welcome the effort that the FCA has put into the TR16/2 review. Focusing on good customer outcomes has always been important for well-run life insurers and we agree on the importance of considering all customers throughout the duration of their policy.

  • Financial Conduct Authority Thematic Review TR16/2

    The FCA issued Thematic Review TR16/2, 'Fair Treatment of long-standing customers in the life insurance sector' on 3 March 2016. The work by the FCA in this area has the scope to have considerable impact on the industry as a whole.

  • Actuarial Function Structure Survey 2015

    There has been much debate as to the role and responsibilities of the Solvency II Actuary and how actuarial departments should be structured. In the Autumn of 2015, we carried out a survey to see how UK insurers have addressed the challenges.

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