Browsing: Bulk Purchase Annuity Transactions
Longevity and Mortality Investor’s coverage of bulk purchase annuity transactions. We are a leading source globally for bulk purchase annuity analysis, commentary and insights.
The £7.5m transaction secures the benefits of all 121 members, comprising 26 deferred members and 95 pensioner members, and covers all scheme liabilities.
The buy-in insures the benefits of 180 Scheme members comprising 99 deferred members and 81 pensioners.
The transaction involves approximately 8,200 participants and invested pension capital of around EUR 950m, making this transaction the largest buyout by Zwitserleven to date.
The transaction, completed back in January 2025, secures the benefits of all 705 Scheme members which comprises 396 pensioners and dependants as well as 309 deferred members.
The transaction secures the benefits of 15 pensioners and 8 deferred members and was led by K3 Advisory.
The buy-ins were completed as part of a combined transaction, securing the benefits of over 5,100 retirees and 2,500 deferred members.
Transaction covers two schemes and three sections sponsored by the Church of Scotland.
The buy-out transaction was completed in January 2025, with the buy-in having taken place in July 2024.
The transaction covers over 850 deferred members and approximately 650 pensioners.
The transaction secures the benefits of all eight deferred members and eight pensioner members, completing the buy-in of all scheme liabilities.