James Wallis

K3 Advisory completes £6m follow-on buy-out transaction K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, today announced the successful completion of a sophisticated £6…

K3 Advisory completes £5m buy-out of Sydney Packett & Sons pension scheme with Aviva K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, today announced…

  This is a complex question. The answer will come down to the combined effect of how a pension scheme’s asset portfolio performs and how insurer pricing moves… For example,…

  K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, today announced the completion of a £74 million pensioner buy-in for the UK pension scheme…

As the market for commercial consolidation vehicles (‘superfunds’) rapidly develops, the Pensions Regulator (TPR) recently issued its guidance to defined benefit scheme trustees and employers considering a superfund transaction. This…

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, today announced the completion of a £22million buy-in across two schemes. The combined value of the…

On 18 June, The Pensions Regulator (TPR) issued guidance on a regime that now allows defined benefit schemes to proceed to consider and ultimately transact with a commercial consolidator or…

  Buy-ins and longevity swaps are long-term contracts not to be entered into lightly.  They are typically highly illiquid, i.e. surrendering them later is difficult, if not impossible.  Before considering…