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Ford Canada transferring $923 million in pension liabilities via group annuity buyout

Ford of Canada is is transferring the longevity risk for $923 million in pension plan liabilities through a group annuity buyout. RBC Insurance, Sun Life Assurance Co. of Canada and Desjardins Group will assume responsibility for making pension payments to 2,700 of the plan’s members, who retired on or prior to June 1, 2021. Read: GM Canada […] ....

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What do rising inflation, interest rates mean for pension de-risking?

After navigating the unpredictable markets of the past two decades, some defined benefit pension plan sponsors could be forgiven for wanting to seek out some certainty. But a new threat has emerged in the form of rapidly rising inflation and the possibility of rate increases after decades of persistent lows. The consumer price index increased […] ....

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Willis Towers Watson advises on CA$1.8 billion annuity transaction involving Sun Life, iA Financial Group and Brookfield Annuity


TORONTO, April 7, 2021 /CNW/ - Willis Towers Watson (NASDAQ: WLTW), a leading global advisory, broking and solutions company, in collaboration with Sun Life, iA Financial Group and Brookfield Annuity, today announced a group annuity buy-out transaction of CA$1.8 billion for over 6,000 members of the General Motors of Canada Company salaried pension plan who retired prior to June 1, 2020.
Marco Dickner, Retirement Risk Management Leader, Canada, at Willis Towers Watson, said This deal is ground-breaking because it demonstrates that Canadian insurers can now effectively meet plan sponsors needs for jumbo transactions, a milestone in the evolution of pension risk transfers in Canada.  
Brent Simmons, Head of Defined Benefit Solutions at Sun Life, added We ve finally cracked the CA$1 billion mark for a single insurer in a single day with Sun Life s CA$1.1B share of the deal. ....

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GM Canada transferring $1.8B in pension liabilities via group annuity buyout


Staff
General Motors of Canada Co. is transferring the longevity risk for $1.8 billion in pension plan liabilities through a group annuity buyout.
Jennifer Wright, director of communications at GM Canada, said in a statement that the automaker has been taking steps to reduce risk and strengthen its retirement plans with a view to protecting the pension benefits of members. “Moving these retired members to insurance companies helps to support the protection the pension benefits of these retirees into the future, while remaining members continue to enjoy a well-funded plan.”
The transaction was conducted by Willis Towers Watson and pertains to more than 6,000 members of the GM Canada salaried pension plan who retired prior to June 1, 2020. Brookfield Annuity Co., iA Financial Group and Sun Life Financial Inc. are each responsible for $100 million, $600 million and $1.1 billion, respectively. It’s the largest in-kind transfer in Canadian history, according to a pre ....

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Bulk pension-annuity purchases reign supreme in the U.K.


Longevity risk an increasing concern
In recent years, Canadian DB plan sponsors have increased their focus on risk management and, while investment risk may be their biggest concern, longevity risk isn’t far behind, says Simmons.
“Over the last 40 years, the assumptions that a typical pension plan has been using to estimate how long their plan members are going to live have changed a number of times. The result has been, for a typical pension plan, a 25 to 30 per cent increase in liabilities.”
Two examples of Canadian DB pension plans transferring their longevity risk through annuity buy-ins are BCE Inc.’s $5-billion transfer to Sun Life in 2015, followed by a $35-million transaction between Canadian Bank Note Co. Ltd. and the Canada Life Assurance Co. in 2016. ....

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