UK – 12 December 2024 – Dean Wetton Advisory (DWA), an independent boutique investment consultancy, has expanded its service offering to include Risk Transfer, Bulk Annuity & Consolidator Advice.
DWA focuses on providing client centric solutions and is expanding their Defined Benefit services to offer Buy-in and Buy-out services to trustees and pension schemes of all sizes. DWA can now assist pension schemes in determining which bulk annuities or commercial consolidators are suitable for them and help broker the best deal. DWA’s specialisation in transacting private market assets such as private equity, private debt, property and infrastructure provides an advantage in creating complete tailored solutions. Given the potential financial impact, engaging a pragmatic specialist is essential to ensure the best outcomes.
As DWA enters the market, it recognises the unique challenges and opportunities that lie ahead. Insurers have traditionally had a “take it or leave it” approach to selling bulk annuities due to a mismatch between supply and demand, but in an evolving market with new providers emerging DWA can help pension scheme’s leverage increased client power to secure better outcomes. Our new strategy will prioritise the interests of clients over the rigid requirements of insurers.
Dean Wetton, Managing Director at DWA, explains: “At DWA, we acknowledge the complexities involved in managing the pension risk transfer process and the importance of protecting our clients’ interests. With our expert project management, we ensure smooth transitions and provide comprehensive support throughout the buy-out process. Partnering with DWA means benefiting from our rigorous and client-centric approach, underpinned by our deep knowledge in private market assets. This allows us to focus on what benefits our clients over insurer requirements. As the market continues to shift, we are positioned to set new standards for excellence and client satisfaction.”
Furthermore, DWA shares its market experience with consultancy clients, providing them with industry-leading insights. It leverages its independent expertise to deliver optimal value and minimise risks through strategic planning, detailed execution, effective negotiation and seamless implementation.
For more information, please contact DWA on:
Email: [email protected]
Phone: +44 20 3422 5000