Download Longevity & Mortality Investor Volume 2, Issue 3, March 2026
A recent Delaware Supreme Court opinion addresses the applicability of the state’s statute of limitations in STOLI policy estate litigation. Greg Winterton spoke to James Westerlind, Partner at ArentFox Schiff, to get his thoughts on the case so far in Update in Delaware Estate Litigation Case Provides Added Clarity to Life Settlement Market.
For the past few years, UK-based insurance firms have been buying more UK sovereign bonds and fewer corporate credit and other similar instruments – a reversal of the pattern of just a few years ago. Mark McCord spoke to Michael Abramson, Partner and Risk Transfer Specialist at Hymans Robertson, to learn more about how this gilts-based approach has fed through to the prices they offer pension schemes entering into bulk purchase annuity transactions in Defined Benefit Pension Fund Investment Strategies in Focus Amid Gilts-Linked Pension Risk Transfer Pricing.
The UK’s equity release securitisation market has re-emerged in recent years as a tool in a life insurer’s capital optimisation effort. Greg Winterton spoke to Ben Grainger, Partner at EY, and Neil Hamilton, a Partner at Mayer Brown, to get their thoughts on whether this is a sustainable trend in More UK Life Insurer Equity Release Securitisation on the Horizon?
WTW’s De-Risking Report 2026 suggests that longevity swaps are becoming increasingly interesting to UK defined benefit pension schemes and forecasts £20bn worth of transactions this year. Mark McCord spoke to Matt Wiberg, London-based Bulk Annuity and Longevity Hedging Specialist at WTW and Matthew de Ferrars, Pensions Partner at Pinsent Masons for their thoughts on the outlook for the space in Longevity Swap Activity Expected to Rise as Run-Ons Look More Attractive.
Fitch Ratings has a ‘neutral’ outlook for North American life insurers for 2026 despite a more challenging backdrop, as strong capital, prudent asset/liability management, and liquidity will help issuers to withstand declining policy rates, slowing economic growth, heightened macroeconomic volatility, and geopolitical uncertainty. More from Fitch’s Insurance Team’s Senior Director Jamie Tucker, CFA, CPA and Director Jack Rosen in US Life Insurers’ Ample Capital, Liquidity to Support Ratings in 2026, a guest article.
DBRS Morningstar says that the Australian securitisation market could hit AUD$100bn in 2026, in part because “Australian securitisation remains attractive for offshore investors because of the country’s historic stability, uncertainty in other markets, and Australia’s increasingly diversified economy and limited direct exposure to US tariffs.” Greg Winterton caught up with Dr. Joshua Funder, CEO and Managing Director of Household Capital, to discuss the current state of and outlook for the reverse mortgage sector of the Australian securitisation market in this month’s Q&A.
While the US life/annuity offshore reinsurance sidecar market has seen remarkable expansion recently, momentum cooled slightly last year. Greg Winterton spoke with Tim Zawacki, Principal Research Analyst at S&P Global Market Intelligence, to discuss what the primary drivers of future activity might be in Regulatory Changes Abound in Offshore US Life/Annuity Sidecar Market but Macro Picture the Most Likely Determinant of Further Growth.
I hope you enjoy the latest issue of Longevity and Mortality Investor.
Chris Wells
Managing Editor
Longevity and Mortality Investor
