Small Scheme Index

Bulk Annuity Small Scheme Index

Do you know when it’s the right time to bring your scheme to market? We do.

Drawing on our 20+ years of bulk annuity experience successfully completing buyouts for DB pension schemes ranging from £1 million to £1 billion+, we have developed the K3 Advisory Small Scheme Index.

The Index monitors buyout-pricing for small schemes using monthly live data from transactions we’re executing across multiple insurers for schemes with less than £50m of assets. This enables you as a trustee and sponsoring employer to keep track of the buyout insurance market for small schemes and spot when it’s the right time to bring your scheme to market.

If you want to keep track of the market using our Small Scheme Index, click here.

*Please note: This service is provided exclusively to trustees and sponsoring employers.

Small Scheme Index Absolute Buyout Graph

Shown: absolute buyout premium paid by month