Our Approach to services
Committed to excellence
Who Do We Help?
We support organisations and professionals who require clear, defensible actuarial analysis and risk‑focused decision support. Our work spans pensions, financial services, insurance, and regulatory contexts, delivered with the precision and senior oversight that complex matters demand.
Sectors
Supporting advisers with technical analysis across pensions, capital adequacy, and complex financial modelling — enabling clearer client outcomes and compliant advice processes.
Defined benefit transfer analysis
SSAS and SIPP actuarial support
Capital adequacy and solvency assessments
Providing actuarial modelling and portfolio support, including automated, audit‑ready calculations through our Congruent Calculations™ platform.
Portfolio valuation and monitoring
Liability modelling and analytics
Data validation and remediation
Delivering actuarial expertise for litigation, mediation, transactions, and regulatory matters. Our work is trusted for its clarity, defensibility, and audit readiness.
Expert witness reports
Pension valuations for disputes
Redress and loss calculations
Advising sponsors and trustee boards on funding, risk, and compliance — ensuring schemes are well‑managed, transparent, and future‑ready.
Funding strategy and valuations
Integrated risk management
Governance and regulatory support
Helping investors understand the financial implications of pension liabilities, redress exposure, and capital planning within transactions or ongoing operations.
Liability assessment and due diligence
Redress exposure modelling
Capital and cash‑flow planning
Not Sure If We Can Help?
If your situation involves pensions, financial risk, or regulatory complexity, we likely can. Get in touch and we’ll explore how Congruent can support you.