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Asset Liability Suite - Bulk Annuity Module

The Bulk Annuity Module monitors the affordability and attractiveness of a bulk annuity transaction for your scheme, using live pricing information provided by the leading insurers, allowing you to quickly identify opportunities to reduce risk.

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Key Functions and Benefits



  1. 01

    Daily affordability information

    Get daily information on the affordability of a bulk annuity covering some or all of your liabilities, using detailed pricing information provided by the main insurers in the market, supplemented by our transactions team’s experience of the live pricing.

  2. 02

    Assess value for money

    The Bulk Annuity Module allows you to see the price of a transaction against your liability measures – including technical provisions, self-sufficiency and a gilt-based liability.

  3. 03

    Know when to engage

    Knowing when to engage with the bulk annuity market for quotations can be challenging. Engaging too soon risks wasting time and money, as well as reduced insurer engagement. Too late, however, can mean pricing opportunities are missed by the time you are ready to transact.

  4. 04

    Engage with confidence

    Gain confidence from the daily affordability information in the likely outcome of a quotation process, allowing you to engage with stakeholders and prepare a credible proposition to approach the insurance market with to engage stakeholders and build your business case, as well as ensuring your transaction is prioritised by insurers.

  5. 05

    Buyout and buy-in pricing

    The Bulk Annuity Module allows you to view the price for a full buyout, pensioner buy-in or the pricing of any subsets of the liabilities you are interested in insuring.

  6. 06

    Gauge appetite

    The Bulk Annuity Module provides you with an indication of the current appetite from insurers for new business, allowing you to understand the market dynamics.

  7. 07

    Access relevant material

    Access the latest insights into the bulk annuity and longevity hedging markets from our Transactions Experts using the Bulk Annuity Module.

  8. 08

    Partner with us

    When the Bulk Annuity Module identifies an opportunity to transact, one of our Transactions Experts will be on hand to guide you throughout the process. This team have extensive experience in the market, having completed over 600 bulk annuity transactions ranging in size from £1m to £3bn.

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Asset Liability Suite Modules

Asset Liability Suite - Tracker Module
Asset Liability Suite - Tracker Module The Tracker Module, a key governance tool, gives you direct access to daily asset and liability information, which our consultants themselves use to advise you on your funding position. Product Information
Asset Liability Suite - Risk Module
Asset Liability Suite - Risk Module The Risk Module allows you, in an intuitive and easy way, to identify and manage the key financial and demographic risks within your scheme and to improve your overall portfolio efficiency. Product Information
Asset Liability Suite - Projections Module
Asset Liability Suite - Projections Module The Projections Module allows you to determine whether your funding plan is on track and explore the impact of varying contribution patterns and asset returns, making it invaluable during valuation or journey planning discussions. Product Information
Asset Liability Suite - Accounting Module
Asset Liability Suite - Accounting Module The Accounting Module (Channel) gives you direct access to your key balance sheet and profit and loss figures with its powerful corporate governance and budgeting capabilities. It also combines results for schemes around the world, allows you to model future scenarios and includes on-demand disclosures. Product Information
Asset Liability Suite - Bulk Annuity Module
Asset Liability Suite - Bulk Annuity Module The Bulk Annuity Module monitors the affordability and attractiveness of a bulk annuity transaction for your scheme, using live pricing information provided by the leading insurers, allowing you to quickly identify opportunities to reduce risk. Product Information
Asset Liability Suite - Triggers Module
Asset Liability Suite - Triggers Module The Triggers Module is a must-have for when you need to make dynamic market-based decisions, helping you ensure that strategic opportunities are not missed. Product Information
Asset Liability Suite - What-if Module
Asset Liability Suite - What-if Module The What-if Module helps you understand, interactively, the sensitivity of your assets and liabilities to changes in market movements, assumptions and scheme membership. Product Information
Asset Liability Suite - Strategy Planner Module
Asset Liability Suite - Strategy Planner Module The Strategy Planner Module allows you to perform deep, interactive, asset liability modelling in order to support your strategic planning and asset allocation decisions. Product Information

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