Founded in 2002, we are an owner-managed independent company with approximately 100 employees providing actuarial, administration, investment and consultancy services to pension schemes.
- Cost transparency – we often work on a fixed fee basis and our clients should never receive an unexpected invoice
- Solutions driven – if issues arise our focus is on solutions and how problems can be resolved/mitigated
- Accuracy –it is important work is accurate to ensure the right outcome for our clients
- Personal Touch – we are approachable and responsive – we listen to and work with our clients to ensure we work to their agenda, not ours
- Imagination – we encourage our team to be innovative and think outside of the box
- Quality Assurance Standard (QAS) – Institute and Faculty of Actuaries
- PPF Specialist Actuarial & Administration Services Panellist
We look after over 100 clients and continue to grow primarily through referrals. We remain committed to providing a professional, personal and pragmatic service to all clients over the long-term.
Our people are key to the success of our business and we are exceptionally proud of their loyalty and commitment to delivering a quality, timely and efficient service. We are intentionally “top-heavy” with work largely being undertaken by experienced senior staff and believe that this results in a better outcome for clients (higher quality at a lower cost)