Actuarial and financial services consulting
NAVIGATE BY
CURRENT TOPIC		 INSURANCE
CONSULTING		 COMPLIANCE
CONSULTING		 INTERIM
RESOURCING		 FINANCIAL
MODELLING		 OUTSOURCING
SOLUTIONS		 ACTUARIAL
CALCULATIONS		 EXPERT
WITNESS
R.A.M. Financial Services: "A professional organisation, who painstakingly assisted us through a complex actuarial calculation. Much additional information was required, and their help to us was crucial." [Read more >>]
Montpelier Financial Services: "Excellent response and lightning fast, very impressive. Many thanks." [Read more >>]
Derbyshire Building Society: "I have found that contact either by email or telephone has been very helpful, very courteous and very professional" [Read more >>]
  Overview  
  Life interests and reversions  
  Pensions on divorce  
  Financial Ombudsman Service  
  Endowment and pension mortgages  
  Contracting out of SERPS/S2P  
  Guaranteed annuity rates  
  Investment risk mismatch  
     
 

Investments that do not match the investors risk profile

We regularly see situations where investors wanted their investments managed with a low risk of loss but the adviser followed a higher risk strategy that went wrong.

Compensation calculations can be particularly complex where regular withdrawals have been made from the investment funds such as where a SIPP is in drawdown or where additional capital has been added.

OAC has advised on several cases and has devised techniques to cope where a full set of historic valuations cannot be provided.

Contact us to discuss how OAC can help you with your investment risk mismatch enquiry.