Expertise

Paul specialises in pension risk transfer, advising insurers, trustees and employers.

Experience
  • advising Rothesay on the majority of its complex residual risk trades since 2011;
  • advising Just Retirement Limited on several buy-ins;
  • advising on several “firsts” including advising the trustees who completed the first residual risks trades with Standard Life and Scottish Widows respectively and the first PPF+ trade;
  • advising the trustee of the ICL Pension Plan on a £3.7bn longevity swap;
  • advising trustees in relation to the preparation and execution of more than 200 buy-ins including residual risk trades.