Quantum Advisory helps small pension scheme secure £8.4m buy-in with Rothesay

Quantum Advisory has helped the Stahl UK Limited Retirement Benefits Scheme secure an £8.4m buy-in with Rothesay. 

The transaction covers 61 members.

Quantum Advisory acted as lead transaction adviser, with legal advice from Pinsent Masons LLP and covenant advice from NKN. Tristan Mander, director of Trustee Solutions, was the independent trustee.

Robert Palmer, partner at Quantum Advisory, said: “This transaction demonstrates that smaller schemes can successfully access leading insurers when the right preparation and strategy are in place. 

“There is growing interest from schemes looking to secure member benefits and we are seeing strong appetite from insurers to support well-prepared opportunities across a range of sizes. 

“We are very pleased that we have been able to support a smaller scheme, like Stahl, to benefit from Rothesay’s significant experience in the pension de-risking market and financial strength.”

Palmer added: “By keeping the process focused and collaborative, we were able to help Stahl achieve a speedy transaction with a clear and efficient outcome. 

“This deal really highlights the importance of preparation and clear engagement with the market to ensure schemes of all sizes can access high-quality risk transfer solutions.”