Services

Risk Transfer, Bulk Annuity & Consolidator Advice

We share our extensive market experience with our consultancy clients, providing them with industry-leading insights. Comprehensive risk transfer solutions, including bulk annuity and consolidator advice services, tailored to meet the unique needs of each client.

A

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.

B

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 GMP 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.

C

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.

Strategic Investment Advice

Independent, practical investment advice to pension schemes, insurers, charities and asset managers.

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Manager Research and Fund Selection

Specialist investment manager research and fund selection services to institutional investors.

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Specialist Reporting

Pension industry comparison reports, operational due diligence reports and value for member reports.

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Planning a buy-in, buyout or wind-up?