Download Longevity & Mortality Investor Volume 2, Issue 7, July 2026
Anecdotal evidence suggests the life settlement tertiary market began the year slowly, but market participants expect increased activity in the next six months. Greg Winterton spoke to Jim Maxson, Partner at EM3 Law and Martin Kramer, New Business Development Manager, Life Settlements at Longevity Holdings to get their views on what’s happening in the space in Optimism for Stronger Second Half in the Life Settlement Tertiary Market.
The new Pension Schemes Act in the UK contains significant support for growth in the superfunds corner of the country’s defined benefit pensions market. Mark McCord gathered insights on the outlook for the space from Ryan McKenna, Pension Risk Transfer Specialist at WTW and Jitin Tahiliani, Alternative Risk Transfer Specialist at Hymans Robertson in Passage of UK Pension Schemes Act Seen Boosting Size of DB Superfund Market.
The equity release market in the UK looks set to see change towards the end of this year when regulator the Financial Conduct Authority (FCA) publishes the results of its later life mortgages market study. Greg Winterton looks at a recent speech by Emad Aladhal, Director of Retail Banking at the FCA, to see what areas might see developments to support growth in UK Equity Release Market Waits on Fourth Quarter for Potentially Market-Altering Change.
Continued improvements in organ transplant techniques and procedures are increasing the success rate and post-operation life expectancy. Mark McCord spoke to Rahul Nawander, Medical Director at Fasano Underwriting, to get his views on the impact of this trend on underwriting in the life settlement market in Organ Transplant Improvements Test Life Expectancy Assessment Models.
As the UK pensions market enters a decisive phase of reform, success will depend less on policy intent and more on the industry’s ability to deliver change safely, at scale and within live operating environments. Peter Roos, Chief Commercial Officer at Lumera, says that by investing in strong operational foundations today, the pensions industry can move from reacting to policy change to shaping how it is delivered in From Policy Ambition to Operational Reality: Building the Foundations of the UK’s Next Pensions Era, a guest article.
Estate litigation seems to be an ever-present, (unwanted) companion to the life settlement market, so for this month’s Q&A, Greg Winterton spoke to James Westerlind, Partner at ArentFox Schiff, for something of an ‘estate litigation 101’ to dissect the landscape of this very specific investment risk.
The complexity of longevity risk-linked asset classes provides challenges for those looking to tap into increased US life insurer interest in securitised credit assets. Greg Winterton spoke to Dan Dreher, Solutions Strategist at L&G – Asset Management, America and Peter Giacone, Senior Managing Director and Head of Insurance Ratings at KBRA to get their views on the drivers of US life insurer investment appetite and the credit risk topic du jour in US Life Insurers Embrace Securitised Credit as Demand for Yield and Diversification Grows but Hurdles Remain for Longevity-Linked Assets.
I hope you enjoy the latest issue of Longevity and Mortality Investor.
Chris Wells
Managing Editor
Longevity and Mortality Investor
