Dean Wetton Advisory is an independent boutique investment consultancy

We share our extensive market experience with our consultancy clients, providing them with industry-leading insights.

Strategic Partnerships for Enhanced Solutions

At DWA, we collaborate with like-minded firms to support their bulk annuity solutions. By aligning with their approach, we ensure their clients receive top-tier advice on bulk annuity and commercial consolidator transactions.

Effective Post-Buy-In Project Management

Our structured approach ensures smooth buyout processes with clear communication and efficient execution. We assist in project planning, provide regular updates and support data cleansing, including GM equalisation.

We guide pension schemes through the complexities of buyout transitions and the final winding up. The DWA team’s deep understanding of these processes ensures you receive comprehensive support every step of the way.

Why Partner with Us?

• Client-Centric Strategy: We conduct rigorous due diligence to select the right provider for our clients (Trustees). We prioritise their needs over insurer requirements.

• Post Buy-In Project Management: We ensure smooth transitions with clear communication and efficient execution to facilitate the buy-out transactions.

• Specialist in Transacting Private Market Assets: We support clients in exiting assets such as private equity, private debt, property and infrastructure as part of the risk transfer process.

Value for Members (VFM) Requirements

Value for Members (VFM) Requirements

We assess your scheme for Value for Member compliance. We deliver this as a complete assessment of your scheme and compare your scheme against other options in the market.

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Options
CGG
Alliance Bernstein
Crystal
Smart Pension
Penfold