2024 has been a record-breaking year for smaller pension scheme bulk annuity transactions, with business volumes in H1 2024 double the volumes of H1 2023. The number of small scheme transactions in H2 is higher too, we are expecting to have doubled the number of sub £150m deals brokered by the end of the year.
This increase in volume is even more remarkable against the backdrop of challenges of increased transaction complexity, resource and demand at the insurer level.
With an expected increase of smaller schemes coming to market in 2025 and beyond, Aon experts are joined by new Bulk Annuity Insurer Utmost to discuss what schemes at this end of the market can do to maximise value and achieve positive outcomes.
Key discussion points include:
- Investment and assets – Understanding what assets pose a risk to insurer engagement and innovation we have seen for schemes at the smaller end of the market?
- Choosing an insurer in exclusivity - how can you get comfortable making this choice?
- An Insurers perspective – what makes a scheme attractive.
