Actuarial Consultancy

Understanding the realities of small schemes

Building blocks

  • Experienced Scheme Actuaries who will act as client managers and your day to day contact
  • Expert team who are passionate about pensions and involved in all aspects of your scheme
  • Supported (but not replaced) by fantastic systems and processes
  • Regular client team meetings to consider wider implications
  • Strong personal relationships based on regular communication and updates with our clients
  • Layered governance so what is important remains front and centre

Advantages for our clients

Practical common sense: our Scheme Actuaries are all experienced at working with smaller schemes and therefore appreciate the constraints that they work under and feed into the advice that we give. This includes a willingness to get “off the fence” and offer an opinion

Readily digestible advice: we work with a wide range of clients, the majority of whom are not pension specialists and therefore we ensure that the advice we give is readily understandable and, where possible, enjoyable and interactive

Personal relationships: we speak to our clients often, helping them to focus on what is essential and relevant to them. This is reflected in the feedback we receive on our annual client survey.

Integrated: our actuaries also act as client managers which not only means that they are aware of all aspects of your scheme but can draw on the knowledge they gain from working on other schemes

Value for money: in the annual industry survey, we are always one of the best value firms reflecting our ethos which is designed around smaller schemes and where we share ideas and developments freely across the team and our clients