Annuity portfolios

From almost nowhere, the reinsurance and trading of annuity portfolios has grown to be a significant market in its own right. We have experience in advising interested parties in the mortality and longevity risk in such transactions.

Pension-scheme buy-outs

The burgeoning market for liability buy-outs for defined-benefit pension schemes is attracting not just insurers, but private-equity houses and investment banks. We have experience in advising buyers of pension-scheme liabilities on the mortality and longevity profile of the target.

Longevity risk in mergers and acquisitions

You are looking to buy a company, or take a significant stake in a company. The company has a pension scheme which looks large relative to the balance sheet, although it claims to be well-funded. What risks are you running through the pension scheme? Is the FRS17 or IAS39 statement really telling you what you need to know?

We can check the suitability of mortality bases in company pension schemes. If you want to know more about the benefits of checking before investing, please contact us.