Financial Services
Our purpose is to help financial services institutions grow and deliver great service to their customers.
From managing risk and product innovation for insurers; helping asset managers with their distribution strategies, to helping bring institutional investment rigour to retail advisory businesses, we thrive on working with financial services organisations to help secure your future success and deliver great service to your customers.
Find out more about our services below.
Our services
Fixing the unfixable?
In this webinar replay Paul Waters and Heather Meighan discuss about what can be done now to deliver on the FCA's retirement challenge.
Overcoming the challenges of decumulation - an adviser's perspective
Replay our webinar, to hear from guest speaker Rob Tinsley, Financial Planner at Chantler Kent Investments, where we looked at the challenges that advisers face in building decumulation solutions and how these challenges can be overcome
Award-winning advice
2018/19 Insurance ERM - Actuarial team of the year
2018/19 Insurance ERM - Longevity / mortality team of the year
2019 Scottish Financial Technology Awards - Product innovation