Bulk annuities

Why are schemes using bulk annuities?

DB pension schemes are, in the majority of cases, a legacy issue for companies and trustees to manage. The vast majority of schemes are closed to new entrants and the majority of those are closed to future accrual. As a consequence, the interest of all Stakeholders are aligned in using bulk annuities to manage the risks posed by these closed schemes.

Employer:
Removal of volatile legacy balance sheet risk

Trustee:
Secures all members benefits

Members:
Peace of mind

The difference between a good or a bad outcome from purchasing a bulk annuity can be as much as 10% of the liability value. That’s why most schemes are choosing a specialist to help them.

The K3 approach

Our specialist advisors have developed our approach to drive best value and minimise execution risk, based on decades of experience on the insurance and pension scheme side of transactions. Key to our approach:

“Adam thinks like the insurers and can spot opportunities where none seem to exist. In one such case we reached buy-out a startlingly two years ahead of schedule.”

Suresh Bhatt – Partner, Gunnercooke and Professional Trustee, gcTrustees Limited

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