Browsing: Pension Risk Transfer
Longevity and Mortality Investor’s coverage of the pension risk transfer market, providing analysis, commentary and insights on the global PRT space.
£90m full scheme bulk purchase annuity buy-in secures the benefits of over 500 scheme members.
£40m bulk purchase annuity buy-in with Royal London. The transaction secures the benefits of 493 scheme members.
£1.7bn bulk purchase annuity buy-in covers the UBS Section of the plan, secures the benefits of more than 7,000 members, and novates the plan’s existing longevity hedge with Zurich to L&G.
Over 3,300 members across six schemes, ranging in size from approximately £1m to £125m, will transfer together into a single section of the Clara Pension Trust under one master agreement.
£1.5m bulk purchase annuity buy-in with Just Group. The transaction, which completed in June.
$3bn transaction marks Pacific Life Re’s entry into the US market for its Savings & Retirement business.
During August, the estimated cost to transfer retiree pension risk to an insurer in a competitive bidding process climbed 20 basis points, from 99.7% to 99.9% of a plan’s accounting liabilities.
The transaction will see 1,281 members and approximately £135m of assets transfer to Clara.
$3bn in buy-out and buy-in sales in the second quarter of 2026 represents a decline of more than 25% compared to the same period last year.
The £9m transaction, which completed in April, secured the benefits of around 90 members.