Actuarial and financial services consulting
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TOPIC		 INSURANCE
CONSULTING		 COMPLIANCE
CONSULTING		 INTERIM
RESOURCING		 FINANCIAL
MODELLING		 OUTSOURCING
SOLUTIONS		 ACTUARIAL
CALCULATIONS		 EXPERT
WITNESS
Shepherds Friendly Society: "OAC bring great clarity to often complex and challenging issues and succeed every time in communicating clearly to our Board. They are central to all we do and we value their strategic input highly." [Read more >>]
Red Rose Friendly Society: "We are delighted to be able to report that our testing demands have been both met and surpassed." [Read more >>]
Scottish Friendly Assurance Society: "Professional and experienced, responsive, pragmatic, keen to assist." [Read more >>]
Sheffield Mutual Friendly Society: "OAC have provided sound advice and positive support in helping us to look after the interests of members and achieve our modernisation objectives." [Read more >>]
Wiltshire Friendly Society: "It is very helpful to receive advice and communication in a language that can be understood." [Read more >>]
  Overview  
  Appointed and expert roles  
  Financial modelling  
  Resourcing  
  Life office management  
  Financial mutual services  
  Mergers and acquisitions  
  Regulatory  
     
 

Regulatory

Life office practice is now heavily regulated both in terms of prudential supervision and against general FSA regulatory requirements. The principle of Treating Customers Fairly means that the two are now fundamentally linked and it is essential that all the actuarial issues are reviewed by those with appropriate regulatory or compliance experience.

This is particularly important with:

  • product development - are there any options which impact on TCF?
  • the introduction of Solvency II;
  • the development and refinement or consolidation of existing financial models; and
  • illustrations of potential consumer benefits contained within KFDs.

Contact us to discuss how your general management requirements can be met.

  

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OAC Actuaries and Consultants.

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