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

Will there be changes to bulk annuity affordability in 2021?

  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 560 420 K3 Advisory

K3 Advisory completes largest transaction to date

  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? 560 420 K3 Advisory

Superfunds – complementary or competition?

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 560 420 K3 Advisory

K3 Advisory completes combined buy-in of £22million

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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Welcome news from the regulators 560 420 K3 Advisory

Welcome news from the regulators

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 560 420 K3 Advisory

Future Proofing Your Insurance

  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 560 420 K3 Advisory

K3 Expands Team

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 560 420 K3 Advisory

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

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 560 420 K3 Advisory

K3 Advisory announces Schroders as a client

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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K3 Advisory announces AWH Group Pension Scheme 1024 760 K3 Advisory

K3 Advisory announces AWH Group Pension Scheme

K3 Advisory, the pension market’s only specialist independent bulk annuity and consolidator advisory business, today announced it has completed its third bulk annuity transaction, the second time working with H&C…

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