Actuarial and financial services consulting
Holmesdale Building Society: "I believe that one of the things which makes OAC different from other firms is that you do offer a very personal service which demonstrates you are caring and interested in completing a thorough job." [Read more >>]
Towergate Financial Services: "Towergate Financial Services have been using the services of OAC for several years and have always found them to be professional, efficient and helpful in all areas of the business." [ Read more >>]
Montpelier Financial Services: "Excellent response and lightning fast, very impressive. Many thanks" [Read more >>]
Robert Milne & Co: "On the occasions that we have used OAC, we have always found the company to be competitive in price, very customer friendly and extremely helpful." [Read more >>]
Swinton Group: "OAC always respond within the required time frames and provide clear and detailed reports. The staff at OAC are fantastic, polite and helpful." [Read more >>]
Royal & Sun Alliance: "OAC recently provided valuable support to RSA in relation to some complaints we received following 'guaranteed growth bonds' issued through our More Th>n brand approximately 5 years ago." [Read more >>]
Donns Solicitors: "By using the OAC calculator it gives us confidence when recommending offers to clients as it allows us to verify they are correct." [Read more >>]
Jelf IFM Financial Planning: "I have been using OAC's endowment redress calculator for a number of years and it has proved accurate, reliable and easy to use." [Read more >>]
Professional Investment Management Services: "We have always found the OAC software easy to use and does the job we want efficiently, with the minimum of fuss. When we have had the occasional query, OAC have always been quick to respond." [Read more >>]
CLAIMS: "I am writing this email to say how reliable and helpful I have found the services of OAC over the many years I have used them." [Read more >>]
Financial Professional: "As a business with an occassional need to tap into actuarial expertise we have found OAC's support to be just what we have required." [Read more >>]
Focus Independent Financial Advisers: "In short, the OACis support service is first class and is excellent value for money. We never quibble about renewing the service and would not consider doing without it. May we long continue the relationship" [Read more >>]
Johnson Birkett: "The system is very robust and when challenged by clients the calculations have been accepted by the Financial Ombudsman Service without need for amendment." [Read more >>]
Law Society (NI) Financial Advice: "In today's busy world I would like to state our experience with OAC has been totally "painless". If I could offer one bit of help to others it would be the "peace of mind" on offer." [Read more >>]
Ludlow & Co IFA: "I know that any problems are dealt with immediately, and the quality of the product is unrivalled." [Read more >>]
Smart & Cook Financial Services: "This system is easy to use backed up with comprehensive help notes included in the package supported by perfectly efficient email technical help. The savings to the firm have been substantial." [Read more >>]
Ward Hadaway Solicitors: "The calculation tool is an excellent time saver and provides clients with the confidence to know their complaint has been handled correctly." [Read more >>]
 
  Outsourcing complaints management  
  Redress calculations  
  File audit / past adviser reviews  
  Past business reviews  
  Remedial programmes  
  Pension switching redress  
  Pension switching advice  
  Software solutions  
     
 

***NEWSFLASH: PENSION SWITCHING CASE REVIEWS***

Are you looking for immediate access to experienced staff to carry out the necessary file reviews and remedial actions, including loss and redress calculation? If so, contact us.


Established in 1994 during the early days of the Personal Pensions Review, OAC specialise in providing cost-effective and practical solutions to firms seeking to outsource the handling of regulated investment business reviews or remedial programmes, file audits, complaint handling and loss and redress calculations.

OAC is the strategic choice for:

  • access to a breadth and depth of knowledge, both current and historical, for all forms of personal investment products and occupational pension schemes;
  • a proactive and speedy response to the demands of the FSA or FOS;
  • an independent viewpoint;
  • delivering customer focussed service(s);
  • the flexibility and expertise to be able to react to changing volumes and themes of work;
  • an economical alternative to the overhead involved in maintaining a suitable level of resource and expertise in-house; and
  • minimising the business risk associated with maintaining a limited resource or expertise in house.

Contact us to find out how the OAC team can help.

         
   

 

 

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OAC Actuaries and Consultants.

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