K3 Advisory is the pension market’s only specialist independent bulk annuity and consolidator advisory business. Using first-hand experience from both the insurance and pensions sectors, K3 provides trustees and schemes sponsors with advice and brokering services to secure a smooth and effective transfer of liabilities to an insurer or consolidation vehicle.

I had joint nationwide responsibility for managing KPMG’s insurance broking processes. In my previous role I had a lead role in over 50 completed bulk annuity transactions worth around £1.5 billion.

My key responsibilities included:- reporting to Board on the competitive landscape and setting the pricing basis of the company- Chair of the product development committee- Lead over 50 completed buyin/buyout transaction worth around 1.5bn in premium income- Built and maintained relationships with key brokers, lawyer, investment managers and independent Trustees.