Longevity and Mortality Investor releases September 2026 issue

Longevity and Mortality Investor has published its September 2026 edition, with coverage of life settlement awareness, pension risk transfer competition, Bermuda sidecars and private credit resilience. The issue also looks at a federal appeals ruling on an illegal stranger-originated life insurance policy and is available now online.

Why it matters: - The September 2026 issue focuses on risks, pricing pressure and capital shifts across life insurance, pensions and private credit. - The coverage tracks how insurers, advisers and asset managers are adapting to longer-dated liabilities and changing market conditions. - The legal update underscores how court decisions can reshape life insurance product boundaries and enforcement.

What happened: - Longevity and Mortality Investor released its September 2026 digital edition on September 9, 2026. - The issue covers life settlement awareness during Life Insurance Awareness Month in the US. - The edition examines increasing competition in UK defined benefit pension scheme de-risking. - The issue also looks at a slower US pension risk transfer market that has drawn more insurer bids. - The publication highlights Morningstar DBRS research on Bermuda’s life and annuity sidecar market. - The issue includes a Q&A with Mitchell Schepps, Senior Managing Director at Aon. - The edition reviews S&P Global Ratings research on private credit allocations held by UK bulk purchase annuity insurers. - The issue covers a US Court of Appeals for the Eighth Circuit ruling on a $4 million life insurance policy. - The full digital edition is available now at the full September 2026 digital edition.

The details: - The life settlement section asks why life settlements are often missing from broader awareness campaigns and why education remains a year-round issue. - Neal Jacobs of Coventry, Rob Haynie of Life Insurance Settlements and Bryan Nicholson of the Life Insurance Settlement Association comment on that topic. - The UK pension de-risking coverage notes that insurers are using value-added incentives to win trustee and sponsor business. - Alan Pickering of BESTrustees and Darren Masters of Capital Cranfield discuss how those incentives affect buy-out timetables and costs. - The US pension risk transfer section says a slowdown in activity has led more insurers to bid on individual transactions outside their usual focus areas. - Alex Gagnon of Banner Life and William Penn and Jake Pringle of Milliman discuss the shift and the growth of pension buy-ins. - Morningstar DBRS research shows Bermuda’s life and annuity sidecar market has grown almost four-fold over the past four years. - The sidecar growth highlights continued convergence between alternative asset managers and the life insurance sector. - Mitchell Schepps discusses how US insurers, reinsurers and corporate sponsors are reshaping balance sheets, modeling capabilities and risk transfer strategies to manage longevity exposure. - S&P Global Ratings found private credit allocations in UK bulk purchase annuity insurers remained resilient when stress-tested against historical market shocks. - The Eighth Circuit affirmed that a $4 million life insurance policy was void from inception as an illegal stranger-originated life insurance arrangement.

Between the lines: - The issue points to a market where competition is intensifying in pensions while insurers are broadening their search for yield and risk-management tools. - The Bermuda sidecar and private credit coverage suggests alternative capital is becoming more embedded in insurance portfolios. - The legal ruling signals continued scrutiny of transactions that challenge traditional life insurance structures.

What's next: - LMI will continue tracking life settlement education efforts, pension de-risking competition and insurer use of alternative assets. - The publication’s coverage suggests more attention ahead on pricing, capital efficiency and regulatory limits across the sector. - Readers can access the issue now through the magazine’s digital edition.