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 transaction, which completed in mid-February 2026, secures the benefits of eight deferred members and marks the first transaction completed under Isio’s PenUltimate Micro framework.
Delaware Supreme Court opinion says that the three-year statute of limitations applies to estates seeking to recover the death benefit from a STOLI policy.
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.
Kosmos 2026-1 is the seventh asset-backed security issuance since 2019 for the firm and the third in six months.
£80m bulk purchase annuity buy-in secures the benefits of more than 350 deferred members and 1,450 pensioners.
The latest results of the Milliman Pension Buyout Index (MPBI) suggest that during January, the estimated cost to transfer retiree pension risk to an insurer in a competitive bidding process in the US inched up 10 basis points, from 100.3% to 100.4% of a plan’s accounting liabilities.
£270m bulk purchase annuity buy-in secures the pension scheme benefits of over 3,200 members of the scheme.
The US pension risk transfer market closed 2025 on a strong note, with fourth-quarter premium estimated at approximately $28bn, making it one of the largest quarters on record, according to Banner Life William Penn’s Q4 2025 US PRT Monitor.
Gilts-based investment approach is feeding through to the prices offered to pension schemes entering BPA transactions by insurers.
The UK’s equity release securitisation market has re-emerged in recent years as a tool in a life insurer’s capital optimisation effort.












