Founded in 2002, we are an owner-managed independent company with approximately 100 employees providing actuarial, administration, investment and consultancy services to pension schemes.

Key aims

  • 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

Accreditations

  • Quality Assurance Standard (QAS) – Institute and Faculty of Actuaries
  • ISO9001
  • ISO27001
  • 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)

ISO 27001

Quality Assurance Scheme

ISO 9001