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Any firm that provides or has historically provided financial advice in relation to the transfer...
The recent Financial Conduct Authority (FCA) guidance on the fair treatment of vulnerable custome...
If you’ve ever had a FOS decision letter requiring you to compensate an investor for unsuitable a...
OAC are a dedicated team of leading actuaries and financial services consultancy experts who have been helping companies and individuals with their finance and actuarial needs for over 25 years. We offer practical support and expert advice where it’s needed most and deliver solutions that suit the way you like to work.
Our range of services has been designed to meet the most complex of business challenges. We pride ourselves on delivering the most appropriate solution to meet your objectives and selecting the right team of experts to get the job done. Our approach is to build a highly effective service plan and relationship with each of our clients to ensure the best possible outcome. Our consultancy services are covered by the Quality Assurance Scheme from the Institute and Faculty of Actuaries so they meet the highest quality and standards. Take a look below to find out more.
"OAC’s actuaries provided an independent review of our research into investment strategies for retirement savings. Their specialist expertise and diligence in reviewing our work allowed for an appropriate level of challenge to our methodology and strengthened conviction in our conclusions."
"OAC provide a great combination of practical, deep experience with a sensible and pragmatic approach appropriate for our business."
"We have used OAC for over 15 years and we have always found their service to be extremely professional, customer friendly and helpful."
"We have adopted Mo.net as our actuarial modelling tool for a number of years. It is easy to use and understand, and extremely flexible. As a result we have been able to develop a platform for modelling our Solvency II requirements. Both business and IT staff have found the system straightforward to use, and it has integrated well with our other software platforms. Plus, OAC has provided excellent support during development and maintenance."
"OAC supplied an excellent, professional service in checking financial promotions, always meeting demanding deadlines."
"We have been using Mo.net for several years and remain impressed with its speed and flexibility. The versatility of the software allows us to use the same model for a variety of purposes. The support provided by the team at OAC has been highly valued. They are quick to respond to any queries with clear responses that are straightforward to implement. They are highly approachable and receptive to feedback."
"Our experience of working with OAC has shown them to be both professional and pragmatic. We are more than satisfied with the work OAC have done for the Society and the solutions they have provided. We would not hesitate to recommend OAC's services to others."
"The support provided by the team at OAC has been highly valued. They are quick to respond to any queries with clear responses that are straightforward to implement. They are highly approachable, receptive to feedback and pro-active at keeping in touch to ensure the needs of our business are fulfilled."
For the latest industry analysis, regulatory updates and company news, our experts provide the necessary commentary, insight and thought-leadership for you to stay on top of the challenging issues you face.
13 September 2021
Any firm that provides or has historically provided financial advice in relation to the transfer of Defined Benefit (DB) pensions is exposed to the risk that this advice could, in future, be deemed...
24 August 2021
The recent Financial Conduct Authority (FCA) guidance on the fair treatment of vulnerable customers (FG21/1) could not be more relevant as the impact of the pandemic continues to be felt across soc...
05 August 2021
If you’ve ever had a FOS decision letter requiring you to compensate an investor for unsuitable advice to transfer out of a Defined Benefit Scheme, you may have noticed a reference to a “SERPS adju...
