Strategic Partnerships Opportunity to expand in collaboration with Cheviot Trust as indicated by the Jun 2025 press note about a joint enhanced operational model, suggesting a pathway for co-delivery of pension administration and actuarial services to larger schemes.

Public Sector Focus Recent leadership appointment targeting Corporate, Public Sector, Charities and Not-for-Profit practice signals a priority area. This presents a sales angle to win public sector and not-for-profit pension engagements needing integrated actuarial, administration and data capabilities.

Integrated Platform Spence emphasizes an integrated actuarial and administration platform with real-time data, automation and security. This can be a compelling selling point to mid-market schemes seeking efficiency gains and enhanced data visibility.

Digital Modernization Tech stack including Dynamics 365 CE, SharePoint and automation tools indicates readiness for modernization projects. Target prospects with legacy systems seeking migration or consolidation to a unified pension solution.

Growth & Awards Track record of recognition in the industry and growth in client services, with revenue in the mid-range for the sector and growth through leadership hires. Use this to approach prospective clients seeking proven expertise and stability in pension governance.