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James Wallis

K3 Advisory leads £102m Tennants Consolidated Limited Pension Scheme buy-in with Royal London

K3 Advisory leads £102m Tennants Consolidated Limited Pension Scheme buy-in with Royal London
K3 Advisory leads £102m Tennants Consolidated Limited Pension Scheme buy-in with Royal London 1080 810 K3 Advisory

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, and market leading end-game advisory business to the fiduciary management market, has successfully completed a £102…

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K3 Advisory lead on £17m Buy-In
K3 Advisory lead on £17m Buy-In 1080 810 K3 Advisory

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, and market-leading end-game advisory business to the fiduciary management market, today announced the successful completion of…

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Risk transfer market - Reflection on a record-breaking year

PFO blog: Risk transfer market – Reflection on a record-breaking year
PFO blog: Risk transfer market – Reflection on a record-breaking year 1080 810 K3 Advisory

Adam’s latest PFO blog reflects on how the bulk annuity market has evolved this year, and what trends and developments we might see in 2025. Click here to read the…

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K3 Advisory announce £2m Full Buy-In-within the Mechanical and Electrical industry

K3 Advisory announce £2m Full Buy-In
K3 Advisory announce £2m Full Buy-In 1080 810 K3 Advisory

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, and market-leading end-game advisory business to the fiduciary management market, today announced the successful completion of…

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Full scheme buy-in for Armfield Limited

K3 Advisory announce £7m full scheme buy-in with Cartwright
K3 Advisory announce £7m full scheme buy-in with Cartwright 1080 810 K3 Advisory

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, and market-leading end-game advisory business to the fiduciary management market, in partnership with actuary and consultant…

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Isio acquires K3 Advisory to bolster risk settlement capabilities

Isio acquires K3 Advisory to bolster risk settlement capabilities
Isio acquires K3 Advisory to bolster risk settlement capabilities 1080 810 K3 Advisory

Isio Group Limited (“Isio”), has today announced that it has signed an agreement to acquire K3 Advisory Limited (“K3”), the insurance and risk settlement specialist, subject to FCA regulatory approval.…

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Illiquid assets solutions for schemes approaching the bulk annuity market

PFO blog: Illiquid assets solutions for schemes approaching the bulk annuity market
PFO blog: Illiquid assets solutions for schemes approaching the bulk annuity market 1080 810 K3 Advisory

Andrea Mendham, Partner at K3 Advisory, has written the latest PFO blog looking at how many defined benefit (DB) pension schemes hold illiquid assets. With the rapid improvement in recent…

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K3 complete first external market transaction with Royal London for The Retreat York Pension Scheme

K3 complete first external market transaction with Royal London for The Retreat York Pension Scheme
K3 complete first external market transaction with Royal London for The Retreat York Pension Scheme 1080 810 K3 Advisory

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, and market leading end-game advisory business to the fiduciary management market, today announced the successful completion…

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Pension-Scheme-Buy-out-Overcoming-smaller-scheme-challenges

Pension Scheme Buy-out: Overcoming smaller scheme challenges
Pension Scheme Buy-out: Overcoming smaller scheme challenges 1080 810 K3 Advisory

Andrea Mendham, Partner at K3, recently joined Alan Greenlees from Zedra and a group of pensions experts to give their perspectives on how smaller pension schemes considering a pension buy-out…

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K3 Advisory announce 12m full scheme buy-in with Just Group for Charities Aid Foundation Pension Scheme

K3 Advisory announce £12m full scheme buy-in with Just Group for Charities Aid Foundation Pension Scheme
K3 Advisory announce £12m full scheme buy-in with Just Group for Charities Aid Foundation Pension Scheme 1080 810 K3 Advisory

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, and market-leading end-game advisory business to the fiduciary management market, today announced the successful completion of…

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