Our clients are the trustees and sponsoring employers of occupational pension schemes or individuals with a pension related problem.

Our team is highly experienced and includes two fully qualified actuaries both with a practicing certificate as a Scheme Actuary. 

We work with our clients:

  • to ensure that they are fully aware of their responsibilities and duties under current legislation
  • to keep them up-to-date with changing legislative requirements
  • to help them understand complex technical concepts such as actuarial valuations
  • to enable them to meet statutory or internal targets and deadlines

We assist our clients:

  • in discussions and negotiations with other interested parties, such as employers or trustees
  • in discussions with the Pensions Regulator, the Pension Protection Fund and other statutory bodies

We help our clients:

  • to achieve their objectives and implement their decisions

Services for Trustees:

  • appointment of a scheme actuary
  • scheme-specific actuarial valuation
  • draft documentation: Statement of Funding Principles, Recovery Plan and Schedule of Contribution
  • formal annual funding updates (actuarial reports)
  • informal funding reviews
  • valuations for the Pension Protection Fund
  • transfer value and other benefit calculations and/or factors
  • advice on all aspects of occupational pension schemes

Services for Employers:

  • informal funding reviews, benefit/funding costings
  • FRS102/IAS19 calculations
  • US GAAP calculations
  • advice on all aspects of occupational pension schemes

Services for Individuals:

  • divorce calculations
  • advice on interests under trusts and wills

Some work for individuals is available through our sister company, Windsor Actuarial Consultants Limited.