Key contact information
	Christine Rose-Williams
	Mike Martineau
	Christiane Perera
	regulatoryoutsourcing@oacplc.com
	Testimonials
	Holmesdale Building Society: "I really appreciate the effort OAC put into fighting our corner in this case.
	I believe that one of the things which makes OAC different from other firms is that you do offer a very..." [See all >>]
	Publications & downloads
	OAC Brochure - Regulatory outsourcing: investment complaint management
	OAC Focus - Q4/09 The Actuarial Profession - Life Convention 2009 Edition Topics include: Solvency II; Impact of latest regulatory changes on the IFA distribution channel; Future direction of regulation; Risk and capital management; Complaint management; Retail Distribution Review; Technical Actuarial Standard for Modelling; Technical Actuarial Standard for Insurance Business; The way ahead for actuarial contractors.
	OAC Focus - Q4/09 AFS Annual Conference and AGM 2009 Edition
	OAC Topical Article - Q2/08 Solvency 2: an introduction to QIS4
	Terms and Conditions of Business
	Related links
	OAC Software Solutions
	OAC Compliance Consulting
	OAC Interim Resourcing Services
	OAC Expert Witness Services
	Relevant accreditations

Compensation calculations

Firms may well decide to outsource the calculations element of any review. OAC is able to determine compensation calculations arising from complaints, file audits, past adviser reviews, past business reviews or any other remedial programme you have to put into place for the following types of case:

• transfers from occupational pension schemes to personal pension policies, buy-outs, or self-invested personal pensions;
• review of opt-outs or non-joiners of occupational pension schemes;
• comparison of occupational pension scheme AVC plan with FSAVC policy;
• decisions to effect an income drawdown policy;
• decisions to contract out of SERPS / S2P; and
• endowment mortgage reviews.

We have developed fully bespoke proprietary software, OACis Calculations, to help us with these calculations and are committed to maintaining them in-line with regulatory standards.

Contact us to discuss how OAC can help your firm with the calculations you need.