Redress Calculations

Our team has over 25 years’ experience in delivering complex actuarial and redress calculations

Broadstone Redress Solutions

We offer a comprehensive range of services designed to help you achieve optimal outcomes.

Our approach prioritises professional and regulatory compliance, safeguarding your business reputation while ensuring fair compensation for both the advising firm and the investor.

At Broadstone, we collaborate with clients of all sizes, adopting a flexible and consultative approach for every redress case we handle. Our transparent calculations rely on established and robust tools.

Whether addressing individual complaints or larger-scale exercises – such as those stemming from past business reviews or remediation projects – we strive to alleviate the stress associated with redress.

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Business protection

Working for fair compensation

Our seasoned redress consultants bring years of experience and expertise to tackle complex calculations. We’re committed to achieving the best outcomes for our clients.

Our comprehensive redress services include:

  • Transfer Value Loss Assessment; assisting with individual cases or complex calculations arising from larger projects.
  • Opt-Out / Non Joiner Loss Assessment; Implementing pension guarantees or assessing other unsuitable advice, such as income drawdown, pensions tax, mortgage endowments, and contracting out.
  • Valuation of Life Interests and Reversions.
  • Review and Audit of Redress Calculations.
  • Training on Redress Calculations and Processes.
  • Assessing Risk in Defined Benefit Transfer Advice.
  • Redress Solutions for Individuals; specifically tailored for those advised to transfer out of the British Steel Pension Scheme.
  • DC to DC Redress.

At Broadstone, we simplify redress, ensuring fairness and compliance while safeguarding your business reputation. Let us handle the complexities, so you can focus on your clients’ needs.

If you would like to know more about how we can help your business, click below to get in touch and let’s start working together

Our redress solutions are suitable for many types of clients, and some examples of who we work with are included below:

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IFAs and Wealth Managers

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Life Assurance Companies

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Firms assisting FCA regulated companies with redress

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Individuals

Law Firms and Solicitors