Our Apporoach to services
Committed to excellence
Who Do We Help?
At Congruent, we work with a diverse range of clients who rely on our specialist expertise to navigate complex financial, actuarial, and regulatory challenges. Whether you’re a business leader, legal adviser, complaint handler, or private investor, we’re here to support you with clarity, precision, and integrity.
Sectors & professionals
We partner with IFAs and wealth managers to provide technical support on pensions, capital adequacy, and complex financial modelling – helping you deliver more value to your clients.
- Defined benefit transfer analysis
- SSAS and SIPP support
- Capital adequacy and solvency assessments
Using our Congruent Calculations™ platform, we can offer bulk annuity providers a service to help manage a bulk annuity portfolio.
We support solicitors, accountants, and insolvency practitioners with expert witness reports, pension valuations, and redress calculations. Our work is trusted in litigation, mediation, and regulatory contexts.
- Pension sharing and divorce calculations
- Loss quantification and redress
- Expert witness testimony
We advise employers and pension scheme trustees on funding, risk, and compliance — ensuring schemes are well-managed and future-ready.
- Scheme valuations and risk modelling
- Employer covenant assessments
- Governance and regulatory support
We help business owners and investors understand the financial implications of pension liabilities, redress exposure, and capital planning.
- Pension liability modelling
- Redress and compensation forecasting
- Strategic financial planning
Not Sure If We Can Help?
If your situation involves pensions, financial risk, or regulatory complexity, we probably can. Get in touch and let’s explore how we can support you.