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Private Equity

STM Group plc has been acquired by Pension SuperFund Capital

Pension SuperFund Capital, which oversees UK commercial pension consolidator Pension SuperFund, has acquired STM Group plc. The deal is aligned with Pension SuperFund Capital’s wider market aim to provide a comprehensive solution for pension savers and sponsors worldwide, as well as improve pension outcomes. The purchase was made through the Pension Superfund Capital acquisition arm, Bidco, which was formed in 2023 for the purpose of this transaction.

STM Group is a multi-jurisdictional financial services organization, which is part of the Global Pension Corporation. It specializes in the administration of client assets in relation to retirement, estate and succession planning and wealth structuring. The company has operations in the UK, Gibraltar, Malta, Australia and Spain. STM Group has developed a range of pension products for UK nationals and internationally domiciled clients. It has two Gibraltar life assurance companies which provide life insurance bonds and annuities — wrappers in which a variety of investments, including investment funds, can be held.

The Pension SuperFund Capital is the UK’s first pension ‘superfund’ specializing in consolidating, securing and servicing UK defined benefit pension assets and liabilities. It offers a solution for those employers who need a more affordable way to fulfill their pension promises, while also providing improved security and benefits for their pension scheme members.

Oaklins Cavendish, one of Oaklins’ member firms in the UK, advised STM Group in relation to its cash offer from Pension Superfund Capital via Jambo SRC (Bidco), and the associated management buy-out (MBO) of STM Group’s self-invested personal pension (SIPPs) business.

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Henrik Persson

Director
London, United Kingdom
Oaklins Cavendish

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