Life Trust and our partners
Longevity Income Plan
The Longevity Income Plan is a single premium investment designed to provide Planholders with a rising income for up to 20 years, starting from when they reach either age 75 or 80.
We believe this product can transform life after retirement for many people in many circumstances and can become a key part of a retirement funding solution that is also likely to include pensions and other investments.
Download the report produced by AKG Actuaries and Consultants Ltd, giving an independent assessment of the Longevity Income Plan.
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Our commitment to research
Even at this early stage, we're pleased to announce our plans to form the Life Trust Foundation, a not-for-profit organisation whose remit is to act as a central point for research and awareness-building, dealing with the financial
implications of increased longevity.
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Our environmental impact
Life Trust is committed to minimising our impact on the environment and we aim to work in a sustainable manner throughout our business operations. To find out more, please read our Environmental Policy Statement.
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Our Investors
Life Trust is financed by three major financial institutions: JPMorgan, The Royal Bank of Scotland and the D. E. Shaw group.
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Our strong and proven management
Our management team is a group of senior, established individuals with track records of success and development in new markets. You can find further details and biographies here.
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Success through partnership
We've invested from the outset in significant resources: both in-house and through strategic outsourced partnerships.
OBSR - our fund strategy partner
Old Broad Street Research Ltd (OBSR) is an independently-owned consultancy. It is the only research business in the UK that supplies qualitative investment analysis, supported by quantitative information, leading to fund ratings and product panels across the retail life, pension, investment and savings markets. Clients include some of the largest IFAs, Chartered Accountants, Insurance Companies and Investment Managers.
Vertex Financial Services - our service delivery partner
Vertex has proven expertise in outsourced services and technology solutions for the financial services sector. It is one of the UK's largest providers of business process outsourcing.
Watson Wyatt - our actuarial partner
Watson Wyatt is Life Trust's Appointed Actuary and one of its close corporate advisers. It has a global team of specialists who provide wide-ranging insurance and financial consulting advice on strategic matters, management issues, the sources of value and all aspects of financial condition/risk management within insurance and financial services businesses.
Munich Re - our reinsurance partner
Munich Re Group is one of the world's largest reinsurers, and the second largest primary insurer in Germany. It was founded in 1880 as one of the first independent reinsurance companies. Currently 5,000 insurance companies in 150 countries rely on Munich Re's expertise and financial strength.
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Investment strategy
We have established relationships with a range of leading Fund Managers:
- Gartmore
- HSBC Investments
- Henderson
- Invesco Perpetual
- JPMorgan
- Jupiter
- M&G
- New Star
- Newton
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