Accounting process

Working with our actuary, we’ll communicate the accounting process before your year end. This includes:

• costs
• timescales
• asking for your reports
• assumption setting
• enhanced service options.

It’s your responsibility to fill in the online forms on the actuary’s portal within the timescales set. Late requests for reports will carry an out of batch fee. Please liaise with your auditors to make sure you’re asking for the correct reports and options.

If you need your reports earlier than the original timeline, please make this clear in your submission. Our actuary will advise if this is achievable.