Buy-in Transactions:Achieve the best terms for your buy-in transaction

Getting ready for a buy-in can be challenging

You might still be deciding whether a buy-in (bulk annuity) transaction is right for your pension trust; and if so, you want to find out when and how to get there successfully. Finding the right partner to help you decide and plan your route to the buy-in transaction, and ultimately buyout/wind-up, is key.

Naturally, you want to do what is right for your pension trusts. And we can give you with the insights and tools you need to progress.

Get the confidence you need to make an informed decision on your pension trust and get you where you want to be whether this is a buy-in transaction or to manage your goals and risks in other ways.

We complete more buy-in transactions, as a proportion of our total client base, than any other consultant in the market.

All of these clients told us that they have a clear plan to remove these risks. So we made sure we achieved this as effectively and as quickly as possible for them. Though we’re sad to say goodbye to a client after working with them for many years, we sleep easy knowing we have done the right thing for them.

An endgame plan designed to give you maximum certainty

When looking towards a buy-in transaction, it’s good to make sure you have a clearly defined plan and your pension data is in good shape. You’ll get more quotes and better pricing if your pension is well prepared. This work means it’s more likely that the transaction will be affordable.

We can help you get the best insurance terms. You’ll work with us to make sure your pension trust is transaction-ready and you’ll get a tailored three-stage plan made just for you:

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Why choose us?

The go-to advisor for small to medium pension trusts

Achieve the best possible insurance terms with a team, systems and processes designed for your particular type of pension: small to medium defined benefit pension trusts.

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