Pension consultancies

Working in partnership to enhance your bulk annuity offering

We work with other consultancies who, for a variety of good reasons, choose not to have their own full-time in-house bulk annuity and commercial consolidator expertise. Our clients in this area have a passion for delivering bespoke and very personalised advisory services to their clients.  Their approach is highly aligned to how we work and we simply assist them in making sure their clients get the very best advice when it comes to bulk annuity or commercial consolidator transactions.

Our aim, and expectation, is that we will do more bulk annuity and commercial consolidator trades than any other consultancy each year.  This market experience is shared with all our consultancy clients, meaning their clients get industry leading market information.

Effectively we are building a “Club” of likeminded firms who together will have the same influence and leverage as the large consultancy firms who operate in this market.

What are the benefits to your firm?

  • Market intelligence in-line with that of the large consultancy firms
  • Enhanced new business offering
  • Acceleration of fee income on existing clients
  • Flexible resourcing to meet your requirements
  • Low cost relative to having full-time expertise internally
  • Reduces business risk / client flight

Who currently works with us?

What your firm gets?

  • Regular market information reports
  • Detailed solvency basis in a format that works for you
  • Access to K3’s team to discuss the market generally or to discuss particular clients
  • Highly competitive fees

“I am very pleased to extend our approach of partnering with other specialists in their field to allow Cartwright to focus on listening to our clients and helping them to improve and prioritise their strategic investment decisions. Our new partnership with K3 will significantly enhance our advice on bulk annuity (and consolidator) transactions, helping us to achieve our ambition of being the go-to adviser for small to medium UK defined benefit and hybrid pension schemes.”

Sam Roberts, Director of Investment Consulting at Cartwright

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