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Contact us

Insurance Consulting

• Appointed and expert roles
• Financial modelling
• Resourcing
• Life office management
• Friendly society services
• Mergers and acquisitions
• Regulatory

Pensions Consulting

• Strategic advice to employers

• Pension services to employers

  • Financial aspects of pensions
  • Pension benefit design
  • Employer assistance in discussions and negotiations with trustees
• Scheme valuation Mo.net models
• Pension buy-out and bulk annuity market
• Pensions on divorce

Compliance Consulting

• Risk assessment
• Treating customers fairly
• Promotional material
• Training and competence schemes
• Internal audit
• IFA compliance support
• Processes and procedures
• Complaint handling procedures and standards
• Outsourcing complaints
• Fair compensation methodology
• Skilled Persons' Report

• Pension switching advice

  • Planning the assessment
  • Towards better systems
  • Auditing sales processes and systems and controls
  • Complaint issues
  • Redress calculations

Interim Resourcing

• For contractors

  • The first step
  • Vacancies

• For hirers

  • The first step

Financial Modelling

• Mo.net® Development Platform

  • Interfaces Add-on
• Mo.net® Runtime
• Mo.net® for Insurance Regulators
• Mo.net® Student Edition

• Standard actuarial applications

  • Life insurance applications
  • Pensions applications
  • Stochastic applications

• Bespoke actuarial application development

  • Life insurance
  • Pensions
  • General insurance
  • Stochastic applications
  • Solvency 2
• Generic financial application development
• Training
• Interim resourcing

Regulatory Outsourcing

• Complaints management
• Compensation calculations
• Files audit / past adviser reviews
• Past business reviews
• Remedial programmes

Actuarial Calculations

• 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

Bespoke Training

• Mo.net® financial modelling
• Compliance
• Insurance
• Software solutions

Software Solutions

• Functionality and support
• Endowment Mortgage Review
• FSAVC Review
• SERPS Review
• Complaint handling
• Payments accumulator
• Mo.net® financial modelling

Expert Witness

• Recent instructions
• Key experts
• Appointing OAC
• Financial services industry
• Occupational and personal pension schemes

• Private disputes or litigation

  • Personal injury and disability claims
  • Pensions on divorce
  • Unfair dismissal