Geoffrey works principally on corporate finance transactions in the insurance sector and has experience of demutualisations of life assurance companies, acquisitions, disposals, joint ventures and related transactions in the sector. He also has particular experience of transfers of insurance business.
Credentials
- Canada Life International a wholly-owned subsidiary of Great-West Lifeco, on its reinsurance of £6.7 billion of Standard Life's immediate UK annuity liabilities, the largest bulk annuity transaction to date by a UK insurer
- Swiss Re on the restructuring of its European business by placing the majority of its EU operations under control of Luxembourg domiciled entities
- UBS and Merrill Lynch as underwriters to Standard Life on its demutualisation and listing
- Resolution on its £3.6 billion acquisition of Abbey National's Life Businesses and associated £1.54 billion rights issue
- Swiss Re on the UK aspects of its US$6.8 billion acquisition of GE Insurance Solutions
- Deutsche Bank on the £580 million AIM IPO and listing of Just Retirement (Holdings) plc
- Friends Provident on its £4 billion demutualisation and listing
- Britannic Group on its £1.8 billion merger with Resolution Life Group
- Royal London on its acquisition of The Scottish Life Assurance Company and on two long term business transfers completing Royal London's acquisition of certain businesses from Pearl/Resolution
- Zurich Financial Services on the merger of its UK life business under Part VII of the Financial Services & Markets Act and on intra-group transfers to the UK branch of Zurich Insurance Ireland Limited
- Friends Provident on the securitisation of future profits emerging from in force business
- Bank of Ireland on its joint venture with the Post Office to provide a range of Post Office branded financial services through the Post Office network, online and over the telephone