K3 News

Buy-out

K3 Advisory completes £5m buy-out of Sydney Packett & Sons pension scheme with Aviva

K3 Advisory completes £5m buy-out of Sydney Packett & Sons pension scheme with Aviva 560 420 K3 Advisory

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…

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Risk

Will there be changes to bulk annuity affordability in 2021?

Will there be changes to bulk annuity affordability in 2021? 560 420 K3 Advisory

  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,…

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K3-Advisory-completes-largest-transaction-to-date

K3 Advisory completes largest transaction to date

K3 Advisory completes largest transaction to date 560 420 K3 Advisory

  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…

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Thomas Crawshaw

Superfunds – complementary or competition?

Superfunds – complementary or competition? 560 420 K3 Advisory

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…

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K3 completes combined buy-in of £22million

K3 Advisory completes combined buy-in of £22million

K3 Advisory completes combined buy-in of £22million 560 420 K3 Advisory

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…

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Team-Member-News-Article-Adam-Davis

Welcome news from the regulators

Welcome news from the regulators 560 420 K3 Advisory

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…

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Future Proofing Your Insurance

Future Proofing Your Insurance

Future Proofing Your Insurance 560 420 K3 Advisory

  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…

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Thomas Crawshaw

K3 Expands Team

K3 Expands Team 560 420 K3 Advisory

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, has appointed Thomas Crawshaw as a Senior Actuarial Consultant. Adam Davis, Managing Director at K3 Advisory,…

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NG Bailey

K3 Advisory enters medium scheme arena with £66 million NG Bailey deal

K3 Advisory enters medium scheme arena with £66 million NG Bailey deal 560 420 K3 Advisory

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, today announced it has entered the medium scheme arena having advised and completed in total £66…

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Schroders

K3 Advisory announces Schroders as a client

K3 Advisory announces Schroders as a client 560 420 K3 Advisory

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, today announced it has added Schroders as a client. This has further boosted Schroders Fiduciary Management…

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