Advisory.
The firm’s principal sponsor-side Advisory engagement is Sponsor Fair-Value Analysis — the Fair Value Framework applied to the defined-benefit retain-versus-transfer decision, under one coherent analytical lens. Around it sits the firm’s broader senior-led work: expert witness, S166 engagement support, regulatory engagement, transactions & corporate advisory, trust & estate valuations, and bespoke modelling. Each engagement carries the firm’s institutional weight — FCA authorisation (FRN 831289), TAS 100 compliance, the Congruent Quality Framework — but each engagement is scoped to the situation rather than to a fixed format. For legal-proceedings work specifically, the firm’s Bar Standards Board direct-instruction licence and the appropriate Expert’s APS X3 compliance are added to that institutional weight.
Start a conversation →The firm runs six productised Solutions — four live (Pension Sharing Order, Redress & remediation, BPA Fair-Value Pricing, Employment-related compensation analysis) and two in development (Sponsor Covenant Analysis, Value for Money) — where the regulatory regime is settled or maturing, the calculation set is repeatable, and an off-the-shelf engagement shape genuinely serves the buyer. Two further Solutions sit in the firm’s forward stack: Sponsor Covenant Analysis and Value for Money. The firm’s Advisory practice is shaped differently. At its centre is Sponsor Fair-Value Analysis, the firm’s principal sponsor-side Advisory engagement — the Fair Value Framework applied to the integrated sponsor-side pension proposition, DB and DC, under one coherent analytical lens. Around it sits a cluster of senior-led areas where the firm applies the same analytical discipline to specific situations: a court instruction; a Skilled Person review; a regulatory consultation; an M&A transaction; a trust or estate valuation; a piece of bespoke modelling. Each engagement is scoped in conversation, priced per situation, and led by a named senior partner.
The firm’s Advisory practice — seven senior-led areas.
Each area is a senior-led engagement scoped per situation, with a dedicated page describing scope and engagement shape; the call to action is a scoping conversation. Sponsor Fair-Value Analysis is the firm’s most substantial sponsor-side engagement, but each area is offered on the same senior-led, independently-scoped basis.
Sponsor Fair-Value Analysis
The DB retain-versus-transfer decision set on one comparable basis — so the CFO has one analytical position to anchor the conversation with the board and the auditors. The firm provides one coherent advisory engagement covering both routes — retain the scheme risk on an economic-capital footing, or transfer it to the regulated market on a regulatory-capital footing. Senior-led, structurally independent of insurer- and provider-side relationships, scoped per situation.
Read more →Expert witness
Court-grade pensions expertise for litigation, mediation, and family proceedings. CPR Part 35 compliant; senior-partner-led; the firm's productised pension-on-divorce, redress and pension-valuation work cross-applies where the underlying calculation is in scope.
Read more →S166 engagement support
Specialist actuarial input within s166 engagements — instructed by firms in scope to support their response, or by appointed skilled persons who need actuarial, calculation, or methodology input within their broader review. The firm is engaged for the technical work within s166; not as the appointed skilled person itself.
Read more →Regulatory engagement
Direct engagement with FCA, TPR and PRA on consultations, thematic reviews and supervisory matters. From substantive consultation responses to one-off briefings on specific regulatory questions; the firm's recent published work on CP26/1 illustrates the shape.
Read more →Transactions & corporate advisory
Pension liability and redress exposure analysis within M&A, restructuring, and capital-planning contexts. Defined-benefit scheme due diligence, sponsor covenant analysis, transaction-stage capital provisioning — the bespoke complement to the firm's productised pension valuations work.
Read more →Bespoke modelling
Custom actuarial and risk modelling for situations that don't fit one of the productised Solutions or the supporting Advisory areas. Single-engagement scoping; senior-led delivery; outputs anchored in the firm's modelling infrastructure but tailored to the specific question.
Read more →Trust & estate valuations
Actuarial valuation of life interests, reversionary interests and contingent beneficial structures under trust deeds and estate matters. Used for IHT calculations, settlement variation, contested trust matters, and matrimonial proceedings where a family trust is in scope alongside pension assets. APS X3 compliance for Court-facing engagements.
Read more →Three things to know before the first conversation.
The firm beyond bespoke advisory.
Capabilities at a glance
The firm in one scroll: six productised Solutions, bespoke advisory work, the platform, and the regulatory profile behind every engagement.
Productised Solutions
Six productised Solutions — four live, two in development — for the matters where the regulatory regime is settled and an off-the-shelf engagement shape fits.
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