Atkin trustees, actuaries, consultants & administrators

Individuals

We recognise in turbulent market conditions and with a complex legislative backdrop, individuals may find themselves in many situations where the advice and support of qualified professionals may be invaluable to them, for example, in deciphering the implications of their current benefit arrangements, or valuing benefits and policies on divorce or as part of a will.

We provide professional actuarial and technical advice for clients of all budgets. We like to agree fees upfront so our clients won’t be charged any more than they expect to be and we tailor our advice to a level you will value to ensure our service is cost-effective.

There are numerous scenarios where individuals could benefit from our advice and a few of these services are listed below.

Our services to individuals include:

  • Advice on the design of individual benefit arrangements
  • Modelling projected benefits on a range of scenarios so individuals can make informed decisions relating to the retirement plans
  • Advice on implications of tax limits on individual arrangements
  • Expert witness services
  • Advice on the implications of pension sharing arrangements on divorce
  • Advice and valuations relating to apportionment of pensions/insurance arrangements and contingent benefits

Special mention must go to the team who have an infectious enthusiasm for getting the job done; without exception. All are flexible, approachable and their almost tangible motivation means much pride is obviously taken in everything done. It is this attention to detail that has helped further reduce costs and burden and brought about increased levels of efficiency that no tender could establish.

Lee, Administration and Actuarial client