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 insurers (circa 90 percent, compared to an industry average of circa 40 percent) because it takes the time to properly position the scheme for insurers for a successful transaction.
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.
Capita has excellent recent experience in conducting these transactions - circa £400 million of buy-ins/buy-outs over 20 transactions completed as lead trustee advisor since 2015. Our team members have experience of leading projects covering over £2.5 billion of pension scheme liabilities across the full range of deal sizes. We have a 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 define your objectives and then build a plan to get you there. This might include selected liability reduction exercises, investment de-risking or covenant support strategies. But most importantly it will be a plan that is tailored to meet your needs and objectives.
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