Cartwright Stepping Stones

Buyouts and Buy-ins:Achieving the best terms and maximum certainty

By providing you with key insights and the tools you need to progress, Cartwright will give you the confidence to make an informed decision on your Scheme and get you where you want to be; safely, securely, and successfully.

Cartwright is seen as the go-to advisor for small and medium schemes, including fulfilling a bulk annuity specialist projects role.

When looking towards buyout there is one constant; no matter what the market conditions, it is vital to adopt a realistic and workable process to achieve both results and peace of mind. Cartwright will deliver a tailored three stage plan specifically for you:

  • Strategy:
    Thoroughly researched, well thought out, and clearly defined.
  • Preparation:
    The key to maximising your potential.
  • Execution:
    Once the strategy has been clearly defined and meticulous preparation completed, it is just a matter of successful execution!

Is your scheme ready to get best value?

All schemes, large or small, attract more insurers to quote if they are well prepared which equates to better pricing and more certainty over the transaction completing at a known cost. Cartwright will ensure your scheme is insurance-ready and, having built our systems and processes around small and medium schemes, deliver maximum value for money.

We typically save our clients at least 10% of the bulk annuity premium and have a 100% completion rate.

Please take a look at our digital 'Getting to Buyout' brochure for more information.

Investment Services are provided by Cartwright Benefit Solutions Limited, a wholly owned subsidiary of Cartwright Benefit Consultants Limited. Cartwright Benefit Solutions Limited is authorised and regulated by the Financial Conduct Authority: Registration number 607200.

"We’ve tried many advisers and Cartwright has been the best, most user friendly and most responsive." Chair of Trustees

Get in touch

  • If you have any questions, or would like further information, please call our team on: 01483 860201

  • Or send a quick email via our contact form.

IF YOU NEED MORE INFORMATION, PLEASE CALL OUR HEAD OFFICE ON 01483 860 201 OR SEND A BRIEF MESSAGE USING THE CONTACT FORM BELOW

Make an enquiry

To discuss your specific requirements with a member of our team, please start by sending us a brief message or, if your enquiry is more urgent, call our Head Office on 01483 860 201 and we will be put you in contact with the right person.


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Investor in Customers Quality Assurance Scheme Carbon Neutral Plus United Nations Principles for Responsible Investment Pensions Administration Standards Association