Buy-ins and buy-outs

We have a specialist buy-in/buy-out team that can successfully work with the insurance market to help you to insure risk in your defined benefit pension plans.

Our specialist team has an enviable reputation for a high completion rate with bulk annuity insurers (circa 90 percentage assessed over 5 years, £600m premia and over 30 deals) - it takes experience to properly prepare schemes for successful transactions with insurers.

This preparedness also leads to insurers quoting more competitively where we are involved, knowing that our schemes will be presented with high-quality data and a clear understanding of the process and success criteria.

As lead trustee advisor, the team has completed over 50 deals worth in excess of £800m with a high focus on the SME market.  This means that we have seen most different types of transactions and can use this experience in order to advise on your case.  We have a simple but flexible approach to the transaction process that fits with the specific circumstances of each case.  

At Capita, we are with you for the journey – we will help you to define your objectives and then build a plan to get you there. This might include selected data improvement projects, GMP equalisation, liability reduction exercises, investment de-risking or covenant support strategies. Most importantly it will be a plan that is tailored to meet your needs and objectives.

If you are interested in this service, please contact us at the following email address: 

Further information on our team can be found here

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