Latest news - K3 Advisory

Vidett Endgame Solutions Conference 2025 https://k3advisory.com/wp-content/uploads/2025/06/Vidett-Endgame-Solutions-Conference-2025.jpg 1080 810 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2025/06/Vidett-Endgame-Solutions-Conference-2025.jpg June 20, 2025 June 20, 2025

June 20, 2025

Vidett Endgame Solutions Conference 2025

On Wednesday 18th June, Isio/K3 Partner, Adam Davis, joined a panel of speakers at the Vidett Endgame Solutions Conference 2025 at Silverstone Racecourse. The one-day conference, which welcomed over 250…

K3 completes £2 million full scheme buy-in for Clark & Butcher Limited Pension Scheme https://k3advisory.com/wp-content/uploads/2025/03/K3-completes-2-million-full-scheme-buy-in-for-Clark-Butcher-Limited-Pension-Scheme.jpg 1080 810 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2025/03/K3-completes-2-million-full-scheme-buy-in-for-Clark-Butcher-Limited-Pension-Scheme.jpg March 28, 2025 March 27, 2025

March 28, 2025

K3 completes £2 million full scheme buy-in for Clark & Butcher Limited Pension Scheme

K3 Advisory, part of Isio Group, has successfully led a £2 million full scheme buy-in transaction for the Clark & Butcher Limited Pension Scheme with Just Group. Investment advice was…

K3 achieves landmark 100 risk settlement transactions https://k3advisory.com/wp-content/uploads/2025/03/K3-achieves-landmark-100-risk-settlement-transactions.jpg 1080 810 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2025/03/K3-achieves-landmark-100-risk-settlement-transactions.jpg March 21, 2025 March 21, 2025

March 21, 2025

K3 achieves landmark 100 risk settlement transactions

100 Bulk Purchase Annuity transactions secure the benefits of c.10,000 members K3, part of Isio, has announced the successful completion of its 100th risk settlement transaction. Since completing its first…

K3 Advisory announce five small scheme buy-ins with Cartwright https://k3advisory.com/wp-content/uploads/2025/02/K3-Advisory-announce-five-small-scheme-buy-ins-with-Cartwright-1.jpg 1080 810 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2025/02/K3-Advisory-announce-five-small-scheme-buy-ins-with-Cartwright-1.jpg March 12, 2025 March 12, 2025

March 12, 2025

K3 Advisory announce five small scheme buy-ins with Cartwright

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 consultant…

Isio completes acquisition of risk settlement specialist K3 Advisory https://k3advisory.com/wp-content/uploads/2025/02/Isio-completes-acquisition-of-risk-settlement-specialist-K3-Advisory.jpg 1080 810 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2025/02/Isio-completes-acquisition-of-risk-settlement-specialist-K3-Advisory.jpg February 7, 2025 February 7, 2025

February 7, 2025

Isio completes acquisition of risk settlement specialist K3 Advisory

Isio Group Limited (“Isio”) today announces the completion of its acquisition of K3 Advisory Limited (“K3”), the insurance and risk settlement specialist, having received regulatory approval. In 2024 Isio were…

Record-setting activity in the BPA market: 2024’s large deals https://k3advisory.com/wp-content/uploads/2025/01/Record-setting-activity-in-the-BPA-market-2024s-large-deals.jpg 1080 810 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2025/01/Record-setting-activity-in-the-BPA-market-2024s-large-deals.jpg January 9, 2025 January 8, 2025

January 9, 2025

Record-setting activity in the BPA market: 2024’s large deals

Andrea Mendham, Partner at K3 Advisory, has written the latest PFO blog looking at the activity in the BPA market during 2024 and the large deals that were completed along…

K3 Advisory leads £102m Tennants Consolidated Limited Pension Scheme buy-in with Royal London https://k3advisory.com/wp-content/uploads/2024/12/K3-Advisory-leads-102m-Tennants-Consolidated-Limited-Pension-Scheme-buy-in.jpg 1080 810 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2024/12/K3-Advisory-leads-102m-Tennants-Consolidated-Limited-Pension-Scheme-buy-in.jpg December 16, 2024 December 13, 2024

December 16, 2024

K3 Advisory leads £102m Tennants Consolidated Limited Pension Scheme buy-in with Royal London

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, has successfully completed a £102…

K3 Advisory lead on £17m Buy-In https://k3advisory.com/wp-content/uploads/2024/12/well-known-family-owned-food-manufacturer.jpg 1080 810 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2024/12/well-known-family-owned-food-manufacturer.jpg December 11, 2024 December 11, 2024

December 11, 2024

K3 Advisory lead on £17m Buy-In

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…

K3 shortlisted for Risk Management Provider of the Year https://k3advisory.com/wp-content/uploads/2023/12/rmp-shortlisted-e1701885696752.jpg 560 420 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2023/12/rmp-shortlisted-e1701885696752.jpg December 6, 2024 December 6, 2024

December 6, 2024

K3 shortlisted for Risk Management Provider of the Year

We are delighted to have been shortlisted for Risk Management Provider of the Year at the Pensions Age Awards 2025. The shortlist can be viewed here: https://www.pensionsage.com/awards/shortlist25.php

PFO blog: Risk transfer market – Reflection on a record-breaking year https://k3advisory.com/wp-content/uploads/2024/12/Risk-transfer-market-Reflection-on-a-record-breaking-year.jpg 1080 810 K3 Advisory K3 Advisory https://k3advisory.com/wp-content/uploads/2024/12/Risk-transfer-market-Reflection-on-a-record-breaking-year.jpg December 3, 2024 December 3, 2024

December 3, 2024

PFO blog: Risk transfer market – Reflection on a record-breaking year

Adam’s latest PFO blog reflects on how the bulk annuity market has evolved this year, and what trends and developments we might see in 2025. Click here to read the…

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