Pensions modernization Potential cross-sell of integrated actuarial and administration platform upgrades to Cheviot Trust and other UK schemes leveraging Spence’s real-time data access, automation, and security features to improve governance and cost efficiency.

Public sector expansion Opportunities in the public sector and charities following leadership hire in corporate and Not-for-Profit practice; position Spence as a trusted partner for Public Sector pension schemes requiring governance, reporting, and complex benefit calculations.

Data security emphasis Leverage and upsell on the combined data solutions and Microsoft Azure Active Directory integration to prospective clients seeking advanced security, data integrity, and streamlined administration amid increasing regulatory scrutiny.

Integrated service bundles Offer end-to-end service packages combining actuarial, administration, investment and data services to mid-market pension schemes aiming to simplify operations and realize predictable budgeting.

Growth through credibility Highlight awards, FCA regulation, and leadership hires to build credibility with UK trustees and employers; target firms undergoing governance changes or seeking experienced, practical pension consultants to navigate regulatory shifts.