Prudential
Pension Risk Transfer

Case Studies

Longevity reinsurance  transaction provides enhanced pension security

Longevity reinsurance transaction provides enhanced pension security

Prudential’s financial strength, balance sheet capacity and experience in pension risk transfer uniquely positioned it to deliver a longevity reinsurance solution that not only helped a United Kingdom-based insurer prudently manage its longevity risk, but also helped secure the pension benefits for scores of plan participants.

View PDF
 
(PDF, 73k)
 
 
Providing a flexible approach to unique pension risk transfer needs

Providing a flexible approach to unique pension risk transfer needs

Close collaboration between the client, the advisor and Prudential Retirement culminated in a successful buy-out transaction that enabled a durable goods wholesaler to lock in a pension settlement – at an attractive market price – before the end of the plan termination process.

View PDF
 
(PDF, 460k)
 
 
Delivering an innovative solution for a complex cash balance plan

Delivering an innovative solution for a complex cash balance plan

Prudential Retirement partnered closely with the client and advisor to craft a tailored solution featuring two unique provisions—variable income and return of premium—enabling a property and casualty insurer to transfer its pension risk to a highly rated annuity provider.

View PDF
 
(PDF, 76k)
 
 

Prudential Retirement

Research & Perspectives »


Pension Risk Transfer

Learn more about our approach.

View PDF
 
(PDF, 344k)
 

Related Links

Our Strategies
Our Team