Browsing: Longevity Risk
Longevity and Mortality Investor’s coverage of bulk purchase annuity transactions. We are a leading source globally for longevity risk analysis, commentary and insights.
The portfolio servicing component can have a significant impact on returns.
The bulk annuity market has high barriers to entry. Firms require significant long-term capital and specialist expertise, including asset sourcing, actuarial modelling and risk management, and regulatory approval is not straightforward.
For investors, the fundamental value proposition of lifespan-based financial products is simple: they have near-zero correlation to traditional market indices and the often-chaotic impulses of global markets.
Gareth Truran of the Bank of England’s Prudential Regulation Authority offers a regulator’s view of the UK bulk purchase annuity market.
Shelly Beard, Managing Director at WTW, offers her views on the state of play in the UK pension risk transfer market as we approach the halfway point of 2025.
New report highlights recent activity and outlines challenges and opportunities in the space.
The average multiple delivered to American Seniors who sold their policy in the secondary market last year was more than six and a half times the cash surrender value.
In his new role, Polanskyj will chair Obra’s Investment Committee.
The transaction, completed in January 2025, secures the benefits of all 869 Scheme members which comprises 471 pensioners and dependants as well as 398 deferred members.
£280m deal secures the benefits of approximately 2,800 members.