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James Wallis

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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PFO Blog: New entrants = more competition and opportunities, let’s welcome them in!
PFO Blog: New entrants = more competition and opportunities, let’s welcome them in! 560 420 K3 Advisory

John Mayer, Senior Actuarial Consultant at K3 Advisory, has written the latest PFO blog looking at new entrants entering the BPA market and why it’s great news for schemes, trustees,…

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Q&A with Adam Davis
Q&A with Adam Davis 560 420 K3 Advisory

  Adam recently spoke to Greg Winterton of Life Risk News and gave his thoughts on the drivers of activity in the bulk annuity space. Click here to read the…

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K3 Advisory announces £23m Full Buy-In for Rawle Gammon & Baker Ltd Pension & Assurance Scheme
K3 Advisory announces £23m Full Buy-In for Rawle Gammon & Baker Ltd Pension & Assurance Scheme 560 420 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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PFO blog: The ticking time bomb of DB pension scheme administration
PFO blog: The ticking time bomb of DB pension scheme administration 560 420 K3 Advisory

Andrea Mendham, Partner at K3 Advisory, has written the latest PFO blog looking at how we need to make changes in the way we think about how pensions administration works,…

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cheque writing distance

Hundreds of small DB pension schemes may be unaware they are in ‘cheque writing distance’ to buyout, says K3
Hundreds of small DB pension schemes may be unaware they are in ‘cheque writing distance’ to buyout, says K3 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 said there are potentially…

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