Transactions

Life Insurance

Includes transactions advised on by Fenchurch team members at predecessor firms

£165 million

Advised Bupa on the sale of Bupa Health Assurance Limited, its individual protection and group risk business, to Resolution

Oct 2010
United Kingdom

£230 million

Advised Langholm Capital on the sale of its majority shareholding in Just Retirement

Sep 2009
United Kingdom

£195 million

Advised Sun Life Financial on its acquisition of Lincoln National’s UK operations

Jun 2009
United Kingdom

£62 million

Advised Suffolk Life Group plc on its sale to Legal & General Group plc

Mar 2008
United Kingdom

Undisclosed

Advised Liverpool Victoria on its acquisition of the new business operations of Tomorrow (formerly GE Life) from Swiss Re

May 2007
United Kingdom

£3 billion

Independent expert witness to Ernst & Young re Equitable Life

Sep 2005
United Kingdom

€600 million

Advised Aberdeen Asset Management and Standard Life Investments on the disposal of their 42% interest in Lombard

Oct 2004
United Kingdom

Undisclosed

Advised Unum on its acquisition of the Group Protection business of both Sun Life of Canada and Swiss Life

Dec 2003
United Kingdom

£570 million

Advised GE Capital on its acquisition of National Mutual Life Assurance Society

Apr 2002
United Kingdom

£248 million

Advised Liverpool Victoria on its acquisition of Royal National Pension Fund for Nurses

Dec 2001
United Kingdom

Undisclosed

Advised Compensa on the sale of its life and non-life insurance businesses to Wiener Stadtische and HUK Coburg

Sep 2001
Poland

£150 million

Advised Liverpool Victoria on its acquisition of Permanent Insurance Company

Feb 2001
United Kingdom

SEK 7.1 billion

Advised SPP on its sale to Svenska Handelsbanken

Feb 2001
Sweden

£760 million

Advised Prudential on the sale of its stake in St James’s Place Capital to Halifax plc

Mar 2000
United Kingdom

£100 million

Advised Zurich on its acquisition of Abbey Life Assurance Company

Jan 2000
United Kingdom

£1.31 billion

Advised AMP on its acquisition of National Provident Institution

Jan 2000
United Kingdom

£185 million

Advised St James's Place on its acquisition of the outstanding 50% stake in J Rothschild Assurance

Apr 1997
United Kingdom

£170 million

Advised Provident Mutual Life Assurance Association on its sale to General Accident

Jan 1996
United Kingdom