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Rothesay (insurer)

UK pension insurer From Wikipedia, the free encyclopedia

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Rothesay (formerly Rothesay Life) is a British pension insurance company based in the United Kingdom. A former subsidiary of Goldman Sachs, it is owned by the Singaporean sovereign wealth fund GIC and the American insurer MassMutual.[1][2]

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Rothesay principally insures the liabilities and risks of companies' defined benefit pension schemes, transactions known as "bulk purchase annuities" (BPA). It also acquires existing annuity portfolios.

As of 2024, the company had £68 billion ($83 billion) of assets under management, and insures the pensions of more than one million policyholders.[3]

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History

Rothesay was founded by Addy Loudiadis in 2007, as a subsidiary of Goldman Sachs. Its first transaction was a buy-out of Rank Group's £700 million pension scheme, in 2008.[4]

In 2019, Rothesay completed a buy-out of the GEC 1972 Pension Scheme, worth £4.7 billion, at the time the largest bulk annuity transaction ever completed.[5]

In 2019, Rothesay entered into an agreement with Prudential to take on its £12 billion annuity business. This transfer was blocked in the High Court.[6] In 2021, on appeal, the decision was overturned, allowing the transaction to go ahead.[7]

In 2024, Rothesay acquired Scottish Widows' £6 billion bulk annuity portfolio.[8]

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References

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