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BPA transactions: will insurers accept illiquid assets?
How an insurer values an illiquid asset as part of a bulk annuity transaction might differ greatly from a trustee’s valuation.August 28, 2024
3 mins read -
Managing illiquids during a BPA transaction: what are your options?
From deferring premium, making a secondary market sale through to delaying the time of a buy-out, there are many ways to remove illiquid assets before completing a buy-in or buy-out. But there is no perfect solution for all schemes.Rhian LittlewoodJuly 25, 2024
3 mins read -
Illiquid assets: what trustees should consider ahead of a bulk purchase annuity transaction
Trustees need to plan carefully for dealing with their illiquid assets before approaching the insurance market.Kunal SoodApril 18, 2024
4 mins read -
Managing illiquid assets during bulk purchase annuity transaction
In the realms of bulk purchase annuities (BPA), managing illiquid assets was the hottest topic of 2023.March 14, 2024
2 mins read
The aims of Thinking Forward
We want to make financial security in retirement more achievable and widespread, and generally fairer. It's how we believe we can best support the long-term and diverse needs of savers, as well as supporting employers, advisers and trustees.
This is why we launched our thought leadership programme, Thinking Forward.
Through regular events and insights, we want to:
- Support our customers with innovative retirement income solutions
- Deliver better data- and insight-driven customer engagement and service
- Build propositions with financial inclusion in mind
- Invest responsibly
- Champion financial wellness
As well as conducting our own research, we will work with industry experts worldwide to ensure we bring a global perspective to help drive and develop solutions based on research and best practice.