01 March 2018
Customer Satisfaction Survey 2017
It is important to us to understand how well our teams, across the business, are performing with clients and understand the challenges they face so the services they receive can be continually impr...
Featured
Succeeding in financial promotions
11 May 2018
The process of creating compliant financial promotion and marketing materials isn't straightforward. Firms have to balance their sales message (what they want to say) with strict regulatory requirements to disclose key product and company information and not to mislead the customer (what they have to say, what they can say and how to say it). This can be a particular challenge when explaining the complexities of some financial products. Drawing upon OAC's experience of checking financial pro...
OAC news
31 January 2018
OAC redress calculators fully compliant with new FCA calculations methodology
Following publication by the Financial Conduct Authority (FCA) of updated guidance for the calculation of redress for unsuitable defined benefit pension transfers (FG17/9) on 27 October 2017, OAC’s...
28 November 2017
Women in Finance Charter: Helping us to think differently
An interview with Darren Richards, Chief Executive at OAC. So, six months in, how has OAC changed since signing up to the Women in Finance Charter? Being honest, signing up to the HM Treasury Wom...
03 November 2017
FCA publishes final guidance on pension redress methodology
On Friday 27 October, the FCA published its final guidance on how to calculate redress for unsuitable defined benefit pension transfers (FG17/9). The FCA also provided a summary of feedback from th...
26 October 2017
OAC research into the benefits to the welfare state of mutuality
At the annual conference of the Association of Financial Mutuals (AFM) in October 2017, OAC published its research into the mutual sector's contribution to savings in the NHS, the Welfare State and...
16 October 2017
Shortlisted for 'Life & Health Actuary of the Year'
I am delighted to announce that Christopher Critchlow has been shortlisted by his peers for 'Life and Health Actuary of the Year' at the Actuarial Post Awards. I know I speak for everyone at OAC wh...
What our clients say
-
"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."