Actuarial Consultancy

We provide actuarial advice in a clear and concise way so our clients can make informed decisions.

When required, we encourage meeting in person as it is an effective environment for improving clarity and ensuring a successful outcome for everyone.  Other times we are only ever a phone call away. We want it to be effortless to stay in touch as we navigate you through your pensions journey.

Our actuarial services include, but are not limited to, the following:

• Scheme Actuary services

• Advice to the sponsoring employer

• Completing triennial actuarial valuations and supporting schedules and certificates. Providing annual actuarial updates where necessary.

• Updating actuarial factors, usually following a triennial valuation.  These factors include CETV factors, Commutation factors and late/early retirement factors.

• Transfer value calculations

• Accounting for pension schemes under UK and international accounting standards

• Pensions Regulator reporting

• Buy-in/buy-out/wind-up

• “Flight-path” design and implementation

• GMP equalisation

• PPF levies

• Collective Defined Contribution Schemes

• Section 75 debt

• M&A and due diligence