07 August 2023
Funeral Plan Regulation: One Year On
In this article, our funeral plan actuary Erika Parker looks at the benefits and challenges of the past year of regulation and what the future holds for the industry. Link to article
Featured
Broadstone acquires OAC PLC
13 April 2023
OAC’s team of 29 insurance actuarial and pensions redress professionals diversify Broadstone’s expert consulting and actuarial services Clients and staff will have access to a broader range of services from a larger business For OAC’s clients, this will be a seamless transition and they will be looked after by the same team after the Broadstone acquisition Broadstone, a leading independent pensions, employee benefits, and investments consultancy, announces that it has agreed to acq...
FCA
02 December 2022
OAC’s initial comments on Policy Statement PS 22/13
On 28 November 2022, the FCA issued Policy Statement PS 22/13 "Calculating redress for non-compliant pension transfer advice". This formalises many of the proposals contained in the consultation...
24 August 2021
FCA’s guidance on vulnerable customers
The recent Financial Conduct Authority (FCA) guidance on the fair treatment of vulnerable customers (FG21/1) could not be more relevant as the impact of the pandemic continues to be felt across soc...
11 May 2018
Succeeding in financial promotions
The process of creating compliant financial promotion and marketing materials isn't straightforward. Firms have to balance their sales message (what they want to say) with strict regulatory require...
What our clients say
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"We have worked with OAC for over 10 years and appreciate the professional way in which they fulfil the Chief Actuary role and provide other consulting services including the development of profit testing models. We value highly the availability of the team and the accurate and timely provision of deliverables.
Last but not least, we also enjoy their friendly, relaxed and understandable communication style and support in a complicated and crucial part of our organisation."