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2025
CloseRisk transfer briefing, Q1 2025In this briefing, we provide an update on the current market and explore the various risk transfer options available to schemes. We also discuss the latest update to the First Actuarial Bulk Annuity Index, which monitors pricing trends in bulk annuity transactions relative to low dependency liabilities.
Read more2024
OpenRisk transfer briefing, Q3 2024In this briefing, we provide an update on the current market and explore the various risk transfer options available to schemes. We also discuss the latest update to the First Actuarial Bulk Annuity Index, which monitors pricing trends in bulk annuity transactions relative to low dependency liabilities.
Read moreRisk transfer briefing, Q2 2024In this briefing, we look back on a busy year so far for First Actuarial’s risk transfer team, and provide three recent mini-case studies. We also discuss the latest update to the First Actuarial Bulk Annuity Index, which monitors pricing trends in bulk annuity transactions relative to self-sufficiency liabilities.
Read moreRisk transfer briefing, Q1 2024In this briefing, we review the transaction volumes in 2024 and consider developments in the bulk annuity market in the year so far. We also discuss the latest update to the First Actuarial Bulk Annuity Index, which monitors pricing trends in bulk annuity transactions relative to self-sufficiency liabilities.
Read more2023
OpenRisk transfer briefing, Q3 2023In this briefing, we consider activity in the bulk annuity market during the year so far and discuss how the market may develop over the coming years. We also take a look at the latest update to the First Actuarial Bulk Annuity Index, which monitors pricing trends in bulk annuity…
Read moreRisk transfer briefing, Q2 2023In this briefing, we look at our recently updated First Actuarial Bulk Annuity Index, which monitors trends in the pricing of bulk annuity transactions relative to self-sufficiency liabilities.
Read moreRisk transfer briefing, Q1 2023In this briefing, we review activity in the bulk annuity market during 2022 and discuss how the market may develop over the coming years. We also take a look at the latest update to the First Actuarial Bulk Annuity Index, which monitors pricing trends in bulk annuity transactions relative to…
Read more2022
OpenRisk transfer briefing, Q4 2022In this briefing, we look at the latest update to the First Actuarial Bulk Annuity Index. We also explore the benefits of assured payment policies (APP). These allow pension schemes that cannot yet afford buy-out to begin their de-risking journey with an insurer.
Read moreRisk transfer briefing, Q3 2022In this briefing, we discuss how schemes can make themselves more attractive to insurers in a crowded market. We also take a look at the latest update to the First Actuarial Bulk Annuity Index, which monitors pricing trends in bulk annuity transactions relative to self-sufficiency liabilities.
Read moreRisk transfer briefing, Q2 2022In this briefing, we look at our recently updated First Actuarial Bulk Annuity Index, which monitors trends in the pricing of bulk annuity transactions relative to self-sufficiency liabilities.
Read moreRisk transfer briefing, Q1 2022In this briefing, we discuss the importance of high quality and accurate membership data, and why schemes should collect marital data before approaching the insurance market. We also look at the latest update to the First Actuarial Bulk Annuity Index.
Read more2021
OpenRisk transfer briefing, Q4 2021In this briefing, we take a look at Defined Benefit superfunds, focusing on Clara-Pensions, which has successfully completed the assessment process of The Pensions Regulator. We also discuss the latest update to the First Actuarial Bulk Annuity Index.
Read moreRisk transfer briefing, Q3 2021In this briefing, we review activity in the bulk annuity market during 2021. We discuss how smaller schemes can make themselves more attractive to insurers in a competitive market, and provide an update on how insurers are approaching GMP equalisation. We also look at the First Actuarial Bulk Annuity Index.
Read moreRisk transfer briefing, Q2 2021In this briefing, we look at the latest update to the First Actuarial Bulk Annuity Index, which monitors the general trend in the pricing of bulk annuity transactions relative to self-sufficiency liabilities.
Read moreRisk transfer briefing, Q1 2021In this briefing, we consider how a bulk annuity can help manage the risk of members living longer than expected. We also look at the latest update to the First Actuarial Bulk Annuity Index, which monitors general trends in the pricing of bulk annuity transactions relative to self-sufficiency liabilities.
Read more2020
OpenRisk transfer briefing, Q4 2020In this briefing, we review activity in the bulk annuity market during 2020 and discuss how the market might develop over the next 12 months. We also take another look at the First Actuarial Bulk Annuity Index, which monitors general trends in the pricing of bulk annuity transactions relative to…
Read moreRisk transfer briefing, Q3 2020In this briefing, we look at the First Actuarial Bulk Annuity Index, which monitors the general trend in the pricing of bulk annuity transactions relative to self-sufficiency liabilities.
Read more2017
OpenBuy-out briefing 2017In this briefing, we look back at the activity in the buy-in and buy-out market over 2016, and anticipate developments during 2017.
Read moreInvestment briefing, Q2 2017Ryan Templeton from our investment team discusses annuities as a potential investment, with Rob Skelton, who leads our investment research, and Phil Kelly from our buy-out team.
Read more2016
OpenBuy-out briefing 2016In this briefing, we look back at the activity in the buy-in and buy-out market over 2015, and anticipate developments during 2016.
Read moreFirst Actuarial case studies