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Quarterly de-risking market update Q4 2020

Pension Board and Trustee Consulting|Pensions Corporate Consulting|Pensions Risk Solutions|Pensions Technology
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By Ian Aley | October 13, 2020

A quarterly update on activity and pricing in the de-risking markets.

It’s been another busy year in the de-risking markets. Our report looks back on activity so far and recent market developments. Key points considered include:

  • As we enter the final quarter of 2020, we expect a total of £25bn of bulk annuities and £25bn of longevity transactions to close before the year-end, of which we will be the lead adviser on £30bn.
  • There is still significant opportunity out there for those looking to complete a deal in 2020 – with market volatility from COVID-19, the US election and Brexit leading to potential pricing opportunities.
  • Looking forwards to 2021, the bulk annuity and longevity swaps are expected be busy again – we’ve included our top tips of how to prepare in order to get the best possible pricing.
  • If a bulk annuity is out of reach in the medium term, we can help you to explore some of the emerging de-risking solutions such as superfunds and capital-backed journey plans.
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Ian Aley
Head of Transactions

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