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James Wallis

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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PODCAST: Shoosmiths on TAP - Risk transfer series, episode 4: What’s happening in the market?

PODCAST: What’s happening in the market?
PODCAST: What’s happening in the market? 1080 810 K3 Advisory

Adam recently joined Suzanne Burrell of Shoosmiths to record a podcast reflecting on some of their predictions for the risk transfer market in 2024, what they are seeing in practice…

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DLA Piper: Open for business

DLA Piper Report – Open for Business: How the bulk annuity market has expanded to welcome small schemes
DLA Piper Report – Open for Business: How the bulk annuity market has expanded to welcome small schemes 1080 810 K3 Advisory

DLA Piper have conducted a survey of major insurers and consultants to get their insight on the health of the bulk annuities market after headlines suggested small pension schemes are…

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K3 Advisory launch small scheme buy-in to buyout service
K3 Advisory launch small scheme buy-in to buyout service 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 launch of…

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PFO Blog: Bulk annuities: Is there a small scheme squeeze?
PFO Blog: Bulk annuities: Is there a small scheme squeeze? 560 420 K3 Advisory

Thomas Crawshaw has written the latest PFO blog looking at the prospects and developments in the UK bulk purchase annuity market particularly focusing on the opportunities and challenges for small…

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K3 Advisory and Cartwright announce £85 million buy-in across two schemes
K3 Advisory and Cartwright announce £85 million buy-in across two schemes 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, in partnership with actuary and…

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