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.
Address
Mayesbrook House
Lawnswood Business Park
Redevers Close
Leeds
Yorkshire
LS16 6QY

T: 01613487400
E: Sarah.abraham@firstactuarial.co.uk
W: https://firstacturial.co.uk
Services Offered
  • Training
  • Pension Calculations
Firms Served
  • APCC Member Firms
  • Retail firms

This section is for the text associated with the Affiliate.

Address
Mayesbrook House
Lawnswood Business Park
Redevers Close
Leeds
Yorkshire
LS16 6QY

T: 01613487400
E: Sarah.abraham@firstactuarial.co.uk
W: https://firstacturial.co.uk
Services Offered
  • Training
  • Pension Calculations
Firms Served
  • APCC Member Firms
  • Retail firms