Under the initiative, AXA’s HNW clients will gain enhanced access to Deloitte Private’s professional expertise that spans insurance structuring, wealth planning, and tax considerations.
The transaction, first announced in February 2025, covers both US protection and pension risk transfer units, and will see the Japanese insurer also take a 5% economic stake in L&G itself.
The partnership's initial scope will cover IRBCF and IFRS 17 (Ind-AS), using a single consolidated platform to improve speed, scalability and controls.
