Exclusive broking processes – when less is more

05 Oct 2023

When approaching the insurance market for a buy-in or buy-out, pension schemes typically choose between a traditional auction process, with quotations from several insurers, or an exclusive process with one insurer. Exclusivity is a well-trodden path: it accounted for an estimated 30% of the buy-in and buy-out market in 2022, according to analysis of reported transactions and talking to insurers. To make the right choice, a scheme must consider its unique circumstances and needs.

In this report, we focus on:

  • The difference between traditional and exclusive broking approaches, and how to decide on the right approach
  • An insurer’s perspective on the two approaches
  • Case studies

Download the full report here

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