MorganAsh
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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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CML Microsystems
A medically underwritten mortality study by MorganAsh reduced the deficit in the scheme by around 10% – and enabled company directors and scheme members to better evaluate their options of remaining in the scheme or transferring out.

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

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

Our clients say:

Very pleased that you managed to obtain a better quote for this client with Just Retirement than a rival adviser from another FA company. This saved us the business with this client who has a lot of money managed through us.

Andy Lees, Lees Wealth Management, St James's Place