Fenchurch Advisory Partners

Life Insurance

 
 
£230 million
Advised Langholm Capital on the sale of its majority shareholding in Just Retirement
 
Announced Sept 2009
United Kingdom
 
£195 million
Advised Sun Life Financial
on the acquisition of Lincoln National’s UK operations
 
June 2009
United Kingdom
£62 million

Advised Suffolk Life
Group plc on its sale to Legal & General Group plc
 
March 2008
United Kingdom
 
 
Undisclosed
Advised Liverpool Victoria on the option to acquire 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
 
September 2005
United Kingdom
 
€600 million

Advised Aberdeen Asset Management and Standard Life Investments on the disposal of their 42% interest in Lombard
October 2004
United Kingdom
 
 
Undisclosed

Advised Unum on the
acquisition of the Group Protection business of
both Sun Life of Canada and Swiss Life
2003 - 2004
United Kingdom
 
£570 million

Acquisition of National Mutual Life Assurance Society
April 2002
United Kingdom
 
£248 million

Acquisition of Royal National Pension Fund for Nurses
 
December 2001
United Kingdom
 
 
Undisclosed

Sale of life and non-life
insurance businesses to Wiener Stadtische and HUK Coburg
 
September 2001
United Kingdom
 
£150 million

Acquisition of Permanent Insurance Company
 
February 2001
United Kingdom
 
SEK 7.1 billion

Sale to Svenska Handelsbanken
 
February 2001
Sweden
 
 
£760 million

Sale of stake in St. James’s Place Capital to Halifax plc

 
March 2000
United Kingdom
£100 million

Acquisition of Abbey Life Assurance Company Ltd
 
January 2000
United Kingdom
£1.31 billion

Acquisition of National
Provident Institution

 
January 2000
United Kingdom
 
 
£185 million

Offer for outstanding 50%
stake in J Rothschild Assurance
 
April 1997
United Kingdom
 
£170 million

Sale to General Accident
 
January 1996
United Kingdom
 
  Includes transactions advised on by Fenchurch team members at predecessor firms.