FIRST ACTUARIAL

Redress arising from pension transfer or income drawdown advice can happen years after the fact.

First Actuarial has a team of defined benefit pension experts with decades of experience in valuing defined benefit pension liabilities. Our team, led by Sarah Abraham, can use our specialist knowledge to:

Carry out redress calculations
Assist with the redress aspects of past business reviews
Assess the risk associated with a legacy book of transfer advice in readiness for an IFA sale or purchase
Set an appropriate reserve for redress in the financial statements
Support strategic decision-making and risk assessment in relation to DB transfer advice
Recommend sensible advisory measures to mitigate future redress
Train senior executives, with clear explanations of relevant actuarial concepts.

Range of Services Offered:

Pension Calculations | Training

Types of Firms Served:

APCC Member Firms | Retail firms

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