Making the Complex Simple
Tailored to our clients
Our services are tailored and consistently crafted to align with the specific requirements of our clients. Fully independent, we engage in partnerships with a varied network of professionals, including Independent Trustees, legal experts, and financial advisers.
Innovative
Our signature feature is innovative product design, which opens up maximum avenues for pension savings. We take great pride in being the architects of the DBSSAS and leading the way in the UK with this product.
Expertise
A leader in our field, renowned among actuarial firms for the expertise of our staff and dedicated to offering a highly efficient, focused service, that enables clients to stay informed, actively engaged and firmly in control of their financial affairs.
Actuarial services we offer
WBR Actuarial distinguishes itself by offering a comprehensive suite of actuarial consultancy services for all types of occupational pension schemes. In contrast to larger and often more costly actuarial consulting firms, we prioritise value for money alongside a commitment that ensures our clients have a clear understanding of our services and the benefits they can expect.
What We Do
Expert support for sponsors of defined benefit pension schemes
Our Scheme Actuaries provide ongoing advice in relation to the funding of the scheme and the terms underpinning members’ benefit options, as well as advice regarding “endgame” planning.
Regulatory reports for pre-paid funeral plans
All funeral plan providers in the UK are now regulated by the FCA and each year they will require a Solvency Assessment Report completed for any Pre Paid Funeral Trust that exists for the funeral plans sold.
Actuarial advice for trustees of defined benefit pension schemes
We provide pension scheme disclosures for accounting under UK, US or International GAAP, advice regarding scheme design and advice and assistance in connection with the sale or purchase of a business.
Pension Investment Consultancy
Boards of Trustees need appropriate advice on the asset allocations required to support their journey plan to either being able to buy in annuities, which leads on to an eventual winding up, or to reach the end target of being self sufficient so that all benefits can be paid as they fall due without any further financial support from the Sponsoring Employer.
Defined Benefit SSAS
The DB SSAS is one of our special designed corporate pension schemes that will grant the sponsoring employer the opportunity to make large pension contributions which target the maximum level of scheme pension for its Directors or senior staff.
Pensions on divorce - reports and advice
For many divorcing couples the value of their pension assets can be a significant contribution to the total financial assets that need to be taken in account when assessing equal shares. We prepare independent actuarial reports on the pension assets to assist both the courts and the couple in agreeing a fair split of these assets.
SSAS actuarial services
With a multiple-member SSAS, there are unique opportunities for our actuaries to adopt certain strategies which will permit the members to maximise their benefits and the tax efficiency of the corporate pension scheme.
