K3 Advisory

K3 Advisory is the pension market’s only specialist independent bulk annuity and consolidator advisory business.

[K3 Advisory @K3Advisory]

K3 has successfully led 2 full-scheme buy-in transactions with @avivaplc, securing the benefits of all members across both. The aggregate premium was c£130 million. The buy-ins cover c600 deferred members & c1,200 pensioners & dependant pensioners.
https://t.co/FiYsI48sID

[K3 Advisory @K3Advisory]

K3 has led a full scheme buy-in with @WeAreJustUK, of £3.8 million for a pension scheme in the aviation industry, working with @CartwrightView. The scheme was in surplus and secures the benefits of all members not covered by existing annuity policies.

https://t.co/sMPJkrG9HC

[K3 Advisory @K3Advisory]

K3 has successfully led a buy-in transaction with @avivaplc for the Terex Pension Scheme - the UK subsidiary of @TerexCorp. The transaction covers 341 pensioners and 271 deferred members.

https://t.co/RO7ve8LsEi

[K3 Advisory @K3Advisory]

K3 today announced the successful completion of a £4 million full scheme buy-in transaction for the Apostolic Church Staff Pension Scheme with @WeAreJustUK. The transaction secures the benefits of 51 pensioners & dependent pensioners & 12 deferred members https://t.co/gjRS9mUfDe

[K3 Advisory @K3Advisory]

On Wednesday, Adam Davis joined a panel at the @VidettLtd Endgame Solutions Conference 2025. The discussion brought micro schemes into focus, exploring the amplified challenges associated with these schemes. https://t.co/mCbhx78WcK

#Pensions #DBpensions #bulkannuities #buyin #K3

[K3 Advisory @K3Advisory]

K3 Advisory, part of Isio Group, are delighted to announce they have successfully led a £2 million full scheme buy-in transaction for the Clark & Butcher Limited Pension Scheme with @WeAreJustPR. #DBpensions #bulkannuities #buyin https://t.co/C0AJBifGNr

[K3 Advisory @K3Advisory]

K3 Advisory are delighted to announce that we have been shortlisted for the Risk Reduction Adviser of the Year award at the @ProfPensions UK Pensions Awards 2025. https://t.co/NSY4gmThKZ

[K3 Advisory @K3Advisory]

K3 Advisory are delighted to announce, since being founded, we have achieved a landmark of 100 risk settlement transactions, with over 50 of those transactions happening since 2023.
#DBpensions #bulkannuities #buyin https://t.co/ujjdgrEfGM

[K3 Advisory @K3Advisory]

Andrea Mendham, Partner at K3 Advisory, has written an article for the latest edition of The Actuary magazine focussing on the pensions risk transfer market for small schemes: https://t.co/eQl89PgKmi #DBpensions #bulkannuities #buyin #K3

[K3 Advisory @K3Advisory]

Isio Group Limited today announces the completion of its acquisition of K3 Advisory Limited, having received regulatory approval. For more information visit: https://t.co/u2af1MM7DI

[K3 Advisory @K3Advisory]

K3 Advisory in partnership with @CartwrightView, today announced the successful completion of five small scheme buy-ins. All transactions were insured by @WeareJust_PR and took place between June and August 2024. https://t.co/RvVaK3FLi8

[K3 Advisory @K3Advisory]

Andrea Mendham, Partner at K3 Advisory, has written the latest PFO blog looking at the activity in the BPA market during 2024 and the large deals that were completed along with a review of market trends and observations for 2025 https://t.co/5DC4P31Sw1

[K3 Advisory @K3Advisory]

It was great to work with Kevin Clark, the @VidettLtd team, @WeareJust_PR and @gunnercooke on Project Crown, a scheme that had an unexpected surplus. A case study about this project is available to view below.
https://t.co/yx1NIG5S9E

[K3 Advisory @K3Advisory]

K3 Advisory today announced the successful completion of a £102 million full scheme buy-in for the Tennants Consolidated Limited Pension Scheme which completed in September with @RoyalLondon and secured the benefits of 463 pensioners & 241 deferred members https://t.co/laZvPeWlFz

[K3 Advisory @K3Advisory]

We are delighted to announce the successful completion of a £17 million buy-in transaction for a well-known, family-owned, food manufacturer which secured the future benefits of 32 pensioners and 22 deferred members and was completed with @WeareJust_PR https://t.co/jdHWdjOqXg

[K3 Advisory @K3Advisory]

We are delighted to have been shortlisted for Risk Management Provider of the Year at the Pensions Age Awards 2025. https://t.co/7nAPUPrVk3

[K3 Advisory @K3Advisory]

Adam’s latest PFO blog reflects on how the bulk annuity market has evolved this year, and what trends and developments we might see in 2025. #risktransfer #DBpensions #bulkannuities #buyin #K3 https://t.co/ywr8spTlHI

[K3 Advisory @K3Advisory]

K3’s Partner Andrea Mendham is looking forward to speaking at @SGPensions conference ‘The Changing DB Endgame’ on 4th December in London. This excellent event still has a limited number of spaces left, to view the agenda and book a place visit: https://t.co/KasOwoa7Th

[K3 Advisory @K3Advisory]

K3 today announced the completion of a £2m full scheme buy-in transaction within the Mechanical and Electrical industry. The transaction completed in July and secured the benefits of 16 pensioners and 3 deferred members with Legal & General as the insurer. https://t.co/04dAtSImej

[K3 Advisory @K3Advisory]

We are delighted to announce the completion of a £7m buy-in for the Armfield Limited Pension & Life Assurance Scheme with @CartwrightView which completed in March & consisted of 24 pensioners & 15 deferred members with @WeareJust_PR insuring the scheme https://t.co/AT0eAVJi0N