Author: Greg Winterton

The Life Insurance Settlement Association ‘s latest Market Member Survey shows licensed life settlement providers delivered a six-times multiple over the cash surrender value to those who sold their policy last year.

The portfolio servicing component can have a significant impact on returns.

Shelly Beard, Managing Director at WTW, offers her views on the state of play in the UK pension risk transfer market as we approach the halfway point of 2025.

New report highlights recent activity and outlines challenges and opportunities in the space.

The average multiple delivered to American Seniors who sold their policy in the secondary market last year was more than six and a half times the cash surrender value.

The aggregate funding position of UK defined benefit pension funds potentially eligible for entry to the country’s Pension Protection Fund fell £13bn last month to £202.5bn, a funding ratio of 122.8%.

The transaction releases capital resources that Monument will redirect to its core strategy of consolidation in European life insurance markets.

£280m deal secures the benefits of approximately 2,800 members.

The transaction, completed in January 2025, secures the benefits of all 869 Scheme members which comprises 471 pensioners and dependants as well as 398 deferred members.

In his new role, Polanskyj will chair Obra’s Investment Committee.