Our recent hand in the completion of a £20m transaction for a defined benefit scheme, was a welcome result for all involved, including client director Chris Halewood:

“Working in collaboration ISIO and DLA Piper, the trustees and scheme sponsor, we were able to get comfortable with Utmost’s proposition very quickly. It became abundantly clear significant time and effort had been spent, planning their entry into the bulk purchase annuity (BPA) market, which meant the whole process went extremely smoothly. It is great to have another capable and competitive player in the BPA market, particularly at the smaller end where choice has historically been very limited.” 

Please click here to read the press release.

For further information on any of the above, please contact Chris Halewood, or our Endgame Solutions team.