Each report is individually tailored to your needs and personally signed-off by an actuary. You should consider a Bespoke Report if your needs or the pension scheme itself are particularly complex. Possible scenarios include:

• the pension is very large
• scheme value is calculated by multiple benefit definitions
• ill heath (of client or spouse) is an issue
• you have reporting requirements beyond the valuation of a pension asset (e.g. the need to achieve income equalisation)

A Bespoke Report is likely to be the most appropriate product to use where the report requirements and scope are dictated or influenced by a court order.

BDM’s appropriate use of technology and automation means that our report fees remain competitive without compromising on quality and professionalism. All reports are signed off by a qualified actuary who ensures that we provide you with a report that you can rely upon.

Reallocation Reports

Sometimes it is desirable to divide pension assets so as to achieve equality of income at a specific point, such as when one or both parties reach a particular age. These calculations are often required when a pension sharing or attachment order is considered. Complex calculations are required to compile the reports necessary to inform these decisions. We designed our Reallocation Report product to meet this need.

Reallocation Reports are a type of Bespoke Report, so you can expect the same standards of case management and communication, from the initial quote and acceptance through to the report provision.

For more information about Bespoke Reports, click here to view a brochure. To apply for a report, click here for an application form.

If you are not sure which service is right for you, or you have questions about our products click here to fill out an online enquiry, or call us on 0845 838 2551.