Assisting Existing Advisers

Financiers, company doctors, actuaries, lawyers, accountants, consultants, IFAs, investment managers: Existing advisers may seem strange potential clients. Situations may however arise where an experienced actuary can add significantly to solving the client problem or avoiding a difficult situation eg -

• A second opinion is required
• An experienced manager is required in client premises
• An independent speaker or trainer is required for a special event or project
• Confidentiality or conflict restricts the use of others
• A major project requires additional or temporary resources
• Internal resources are stretched, eg illness or leave
• Vested interests are denying or concealing a problem
• Cost is an issue.

My services include -

• Support for projects, special events or major change; in particular
  -Scheme mergers, bulk transfer, wind down or wind up
• Training - one off or regular support
• Expert/second opinion and dispute resolution and counsel support
• Communications and liaison

Confidentiality, expert assistance and a cost-effective solution is available, please call to discuss any situation or problem. An assignment might involve some or all of - a free initial discussion, agreement of remit and remuneration, information gathering, agreed stakeholder discussions, brainstorming, a discussion report and debate, a formal presentation, recommendations and management of the agreed action.