As the bulk annuity market intensifies, precise data management becomes crucial. Our latest white paper “Ensuring a smooth buy-in/buy-out journey: The critical role of data quality” highlights the essential role that careful data management plays in the success of bulk annuity transactions.

Key insights:

• Market trends: With over 500 whole scheme buy-ins since 2022 and an increasing number of schemes in surplus, the need for streamlined transactions is evident.
• Competitive advantage: In a growing market, insurers must offer more than just competitive pricing; strong post-transaction capabilities become a key differentiator.
• Data at the core: From the initial market approach to the final buy-out, the quality of data affects every decision, impacting transaction speed, costs, and member satisfaction.

Early engagement, lasting benefits

Beginning with a thorough data quality assessment can significantly reduce risks and costs. Identifying data issues early allows for prompt resolutions, ensuring compliance and building stakeholder confidence.

For schemes, advisers, and insurers looking to efficiently navigate the complexities of buy-ins and buy-outs, prioritising data quality is a must. Dive into our white paper to discover how your scheme can leverage sophisticated data strategies to make every transaction smoother and more efficient.

Read our white paper to start enhancing your transaction approach with quality data today.