The team at A&O Shearman regularly works on complex, cross-border insurance deals, which include advising on Solvency II issues, acquisitions, and capital provision. Practice head Philip Jarvis has a notable specialism in regulatory capital, insurance derivatives, and product design. Advising pension scheme trustees, banks, and (re)insurers is Kate McInerney, who focuses on M&A and longevity de-risking. Daniel Fletcher has a niche in advising financial institutions and corporations on the full range of debt capital markets issues, including Eurobonds, liability management, and regulatory capital. Tom Grant is known for his advisory work on standalone bonds, EMTN programmes, and liability management matters.
Legal 500 Editorial commentary
Testimonials
Collated independently by Legal 500 research team.
- 'The AOS team is extremely knowledgeable, experienced, and considered; they provide clear, practical, and intelligent advice. The team is highly responsive and engaged; they are a pleasure to work with at all levels.'
- 'Matt Huggett and Hilair Bedier are highly responsive and great to work with; very efficient; nothing is too much trouble. Very practical and commercial when necessary, and able to focus on what's necessary to get matters progressed to a satisfactory conclusion.'
- 'They are a top-tier financial services powerhouse. We use them for complex insurance M&A, regulatory advice, investments and funds, as well as for our banking work.'
- 'Philip Jarvis is exceptional.'
- 'Imogen Bishop is superb and has a deep knowledge of complex transactions.'
- 'Tanya O'Hagen is an excellent structured finance lawyer and our go-to person for the complex structuring of derivatives deals.'
Key clients
- Ageas
- Cinven
- Athora Holding
- Lloyds
- Munich Re
- Pension Insurance Corporation
- Aegon
- M&G plc
- Barclays Retirement Fund
Work highlights
Advised Belgium-based insurer Ageas on its acquisition of Saga’s underwriting entity and 20-year non-life insurance partnership.
Advising Cinven Capital Management (SFF) General Partner Limited (Cinven), acting through its Strategic Financials Fund (SFF), on the acquisition of a 50% interest in QMetric Group Holdings Limited (the Target), the parent entity of Policy Expert, from the Abu Dhabi Investment Authority (ADIA) (the Transaction).
Advising Lloyds Banking Group Pensions Trustees Limited (the Trustee) on a third longevity swap transaction between the Trustee on behalf of the Lloyds Bank Pension Scheme No.2 (the Scheme) and Pacific Life Re International Limited (Pac Life).
Lawyers
Hall of Fame
The lawyers at the very top of the profession, widely known and respected by peers and clients for their longstanding involvement in market-leading work.
Leading partners
The strongest partners in their field, leading on market-leading deals and endorsed by peers and clients alike.
Kate McInerney
Practice head
Philip Jarvis
Other key lawyers
Kate McInerney; Daniel Fletcher; Tom Grant; Matt Huggett; Hilair Bedier; Tanya O'Hagen; Imogen Bishop