News Updates and Press Releases:Cartwright Announce Five Small Scheme Buy ins With K3 Advisory

The transactions are summarised below:

Thomas Crawshaw, Senior Actuarial Consultant at K3 Advisory, said: “These transactions highlight the unique advantage of working with a team that specialises in the small scheme market. Our deep understanding of varied benefit structures, along with our established industry relationships, enables us to secure the right outcomes for schemes. Our collaborative and focused approach allows us to deliver results swiftly, ensuring scheme members benefit from long-term security without unnecessary delays, regardless of the complexity of the benefits involved.”

Sam Roberts, Director of Investment Consulting at Cartwright, added: “The speed of our response has been crucial in delivering the best outcomes for our clients. While all five transactions were handled efficiently, it was especially important for the three schemes in surplus. By acting quickly, we ensured they could capitalise on their favourable positions in this dynamic market. Our collaboration with K3 has proven invaluable in securing strong results for all of these pension schemes. Together, we’re not just completing transactions; we’re enhancing the long-term security of our clients’ pension funds, giving their members confidence that their benefits are in good hands.”

Kishan Radia, Business Development Manager at Just Group, commented: “Working with K3 Advisory and Cartwright on these transactions demonstrates Just Group’s commitment to delivering tailored solutions for smaller pension schemes. All five schemes benefited from our innovative price monitoring and bulk quotation service, Beacon, enabling them to transact quickly when the time was right. This was further supported by the productive and close working relationship between K3 Advisory, Cartwright and Just. There is a vibrant insurance de-risking market for schemes of all sizes and Just is delivering an outstanding service to small schemes, large schemes and everything in between.”

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