K3 Advisory appoints Dan Allanson

K3 Advisory appoints Dan Allanson

K3 Advisory appoints Dan Allanson 560 420 K3 Advisory

K3 Advisory appoints Dan Allanson

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 appointment of Dan Allanson as an Actuarial Consultant.

Adam Davis, Managing Director at K3, commented: “Since launching in 2019 we have made a real and tangible difference to the outcome of many UK pension funds and their members. We ended 2022 having completed 20 bulk annuity transactions for sub 100 million schemes and will soon reach £1billion in transactions in this small scheme space. Clearly demonstrating that we know how best to bring together insurers and small schemes in a way that works for everyone; seizing opportunities as they arise and transacting quickly. Already in 2023 we have completed 10 transactions, with another four about to complete in the coming weeks. We estimate we will complete over 30 transactions before the year end.”

Davis added: “It’s an exciting time to be working in the bulk annuity market, and to meet our exponential growth we will continue to appoint expert individuals to help our clients through their derisking journey. Dan will support us in delivering a portfolio of bulk annuity transactions as well as developing and maintaining our actuarial models, including our innovative Small Scheme Index.”

Dan Allanson K3 Advisory

Dan Allanson commented: “K3 is a true innovator and leader in the bulk annuity space, what they have achieved since coming to market is truly remarkable. I am looking forward to working with such a driven, positive, ambitious firm where we can make a real difference to a scheme’s strategic outcome and, more importantly, the security of members benefits.”

Dan was previously Lead Associate and Actuarial Consultant at WTW.

Note to editors:

About K3 Advisory

K3 Advisory is the pension market’s only specialist independent bulk annuity and consolidator advisory business. Using first-hand experience from both the insurance and pensions sectors, K3 Advisory provides trustees and scheme sponsors with advice and brokering services to secure a smooth and effective transfer of liabilities to an insurer or consolidation vehicle.

The business was founded in 2018 with the aim of improving the efficiency of the bulk annuity and consolidation markets for the benefit of all involved. The business is backed by the Vestey Holdings Group, a fourth-generation family business whose origins date back to the 1890s.

See K3 Advisory for more information.

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