Pension risk transfer
Pension risk transfer
Leverage our track record and expertise to make optimal risk transfer decisions with confidence
We guide transactions to leave you confident in one of the most important decision plan fiduciaries have to make for the plan – with all stakeholders on the same page and benefit security enhanced
A 100% success rate with
in annuity and longevity insurance placement across 115+ transactions.
No stone unturned
Collaborating with you to design and deliver risk transfer strategies for defined benefit pension plans.
Our teams take a detailed approach that is backed by data and expert market knowledge to guide you to the best decision for your organization and plan members.
Every transaction is treated like an M&A activity, with no stone left unturned in the process.
Tools combined with our experience
Our dedicated team has deep experience with international annuity placements and longevity swaps. Equipped with modern tools for risk assessment and projection, they have the expertise that spans:
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All-size transactions
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Different circumstances and strategies
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Quantitative and qualitative stakeholders' objectives
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Extensive toolkit for efficient decision-making
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Proprietary and flexible bidding processes
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In-depth due diligence kit on insurers
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Mortality profile assessment tools
- Scorecards covering financial objectives including actuarial and accounting issues and benefit security goals
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Investment management and positioning expertise
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Legal reviews and governance frameworks
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Communication expertise for best outcomes
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Ongoing monitoring and administration services
Pension risk transfer case study
We structured a large annuity purchase taking into account impacts on HR, legal, funding, accounting, investment and administration.