MorganAsh

Financial sector

MorganAsh works with organisations across the financial sector, helping them to deliver a significantly better service and achieve meaningful savings in both time and money.

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BACB
A strong participation rate resulted in 95% of liabilities being medically underwritten.

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BSW Timber & Howie Forest Products
BSW Timber is the largest sawmilling company in the UK. It has 1200 employees, £300m turnover and 2 closed final salary (DB) pension schemes. It is believed to be the first company to undertake both a MUMS and MUBA project.

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Grant Thornton
Grant Thornton’s pension advisory team worked with MorganAsh on a large DB pension scheme sponsored by a professional services company. The purpose was to understand the health and marital status of its scheme membership in far greater detail.

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Helm Godfrey
MorganAsh works with Helm Godfrey to help provide an enhanced annuity service where 60% of cases receive a higher income.

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Institute of Chartered Accountants
A buy-in undertaken using a tender process managed by MorganAsh becomes part of one of the few UK pension schemes to have completed two medically underwritten buy-ins.

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Institution of Engineering and Technology
Working with MorganAsh, Hymans Robertson became one of the pioneers of the medically underwritten buy-in market, recognising significant benefits for its pension scheme clients.

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Irish Life - tele-claims
MorganAsh transformed Irish Life’s claims process from a traditional paper-based approach to a far more effective tele-claims service.

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Irish Life - underwriting
MorganAsh worked with Irish Life to transform the underwriting of two schemes, helping them turn around cases faster, gather better information, reduce costs and grow business volumes.

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J T Dove
Builders merchant JT Dove reduced its forecast pension deficit by 11% after commissioning medical underwriters MorganAsh to re-examine mortality calculations.

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Johnston Press
In 2015, MorganAsh undertook a MUMS analysis for Johnston Press; the result of the revaluation for financial reporting was a reduction in the deficit of £50m – around 10% of the total pension value.

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Lithgows
75% of liabilities being assessed led to changes to the assumptions on mortality.

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Pavis Financial Management
MorganAsh was able to undertake sensitive medical assessments quickly and easily, resulting in faster turnaround of cases and greater accuracy of information.

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PG Mutual
PG Mutual started working with MorganAsh in 2007 and has used its tele-interview service ever since. This improved the accuracy of insurance applications and speeded up the application process.

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Renold
Renold, the international supplier of industrial chains, employs around 2,500 people in more than 23 countries around the world. The Renold’s DB pension scheme entered a buy-in to fully de-risk around 25% of its UK pensioner liabilities with Just Retirement.

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Shepherds Friendly Society
Shepherds Friendly Society started life as a sickness and benefits society and was an amalgamation of various fraternal groups including the Royal Shepherds Sanctuary Benefit Society and the Ancient Order of Shepherds, some formed back in 1826.

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St James’s Place
MorganAsh has helped St James’s Place, the UK’s largest financial adviser, to achieve better annuity prices.

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Svitzer Marine
This transaction was carried out after a competitive tender run by LCP with health and lifestyle data collected by MorganAsh.

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Sales and enquiries

If you are interested in any of MorganAsh’s services, please get in touch. We’ll be happy to help.


Our clients say:

The overall growth in medically underwritten bulk annuity activity this year has been considerable, not surprising given the improved pricing this can bring. Effective data collation from pensioners is crucial – MorganAsh’s activity in this area can only help support further market growth.

Costas Yiasoumi, director of defined benefit solutions, Partnership