You can benefit from our long history of successfully executing large and complex pension risk transfer deals and our long-standing history of managing liability driven investments.
Annuities and longevity insurance:
- #1 provider of group annuities since 2008
- Over 200 group annuity deals implemented since 2008, including 25 annuity purchases of $100 million or more
- A robust implementation process guided by a dedicated client services manager
Innovation at a glance:
- 1st longevity insurance deal in North America
- Largest single day, single employer annuity deal with Alcoa
- 1st annuity deal for active members with Husky Energy
- 1st Canadian in-kind transfer
- 1st annuity buy-in solution
Liability driven investments1:
- We manage over $230 billion of assets – of which over $100 billion is managed on an LDI basis.
- We have over 220 investment professionals and over 80 asset liability management professionals
- We are one of Canada’s largest and oldest LDI investors in Canada, which has been core to our business for more than 50 years.
- We have a diverse and integrated LDI toolkit, drawing on a range of strategies from our SLC Management
- We understand pensions. Through Sun Life Assurance Company of Canada -- the number one provider of group annuities -- we have the expertise to translate the needs of pension plans into effective investment solutions.
1Liability driven investment solutions are provided by Sun Life Capital Management (Canada) Inc., a Canadian registered portfolio manager, investment fund manager, exempt market dealer, and in Ontario, commodity trading manager.