Skip to main content
The Markets by Proactive
Go to Proactive UK
Proactive UK has moved. Proactive’s coverage of London’s small caps continues on proactiveinvestors.com Go there →
Advertisement
The Markets
by Proactive
Proactive UK has moved.
Coverage of London’s small caps continues on proactiveinvestors.com
Go to Proactive UK
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK
Advertisement
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK

Aerospace

Legal & General wins largest UK pensions risk transfer deal from Rolls-Royce

The transfer of £4.6bn of assets and liabilities relating to the engine maker's pensioners will reduce its post-retirement obligations by around £4.1bn

Rolls-Royce Holdings PLC's (LON:RR.) pension scheme has transferred £4.6bn of assets to Legal & General Group PLC (LON:LGEN) in what is the largest bulk annuity deal written in the UK.

The transfer of assets and liabilities to L&G relates to roughly 33,000 pensioners and will reduce Rolls Royce’s post-retirement obligations by around £4.1bn, the FTSE 100-listed group said in a statement on Thursday.

READ: Legal & General agrees first pension risk transfer in Canada for more than C$200mln

Rolls-Royce will pay a one-off cash contribution of around £30mln but said its free cash flow guidance for the full year remains unchanged.

Having now made four of the UK’s five largest pension risk transfer (PRT) deals, Legal & General chief executive Nigel Wilson said the Rolls-Royce transaction “again demonstrates our extensive strengths and synergies”.

He said the global PRT opportunity “remains sizeable and compelling”, noting that only 8% of the £2.2trn worth of UK defined benefit pension liabilities and 5% of the $3.5trn in the US have completed PRTs.

“Our pipeline and appetite for further transactions in H2 remains strong,” Wilson added.

Rolls-Royce finance chief Stephen Daintith said the deal “represents another step on our journey to simplify, de-risk and strengthen the company” and was a “further step towards ensuring benefits for our pensioners”.

Advertisement
The Markets
by Proactive
Proactive UK has moved.
Small-cap coverage continues on .com
Go to Proactive UK