Specialist financial services support
How We Can Help
Projovi Wealth Consulting supports financial services firms with complex regulatory, operational, data and remediation challenges.
We support projects ranging from focused file reviews of a small case population through to large-scale remediation programmes with potential customer impact exceeding £100 million.
Our team brings practical experience across pensions, wealth management, investments, advice suitability, financial crime, governance, data analysis, actuarial-style calculations, operational remediation and regulatory response.
We are used to working where the stakes are high, the data is imperfect, the timelines are tight and the outcome needs to stand up to senior management, board, client, regulator or Skilled Person scrutiny.
Why Firms Use Us
Firms engage us when they need experienced people who can understand the issue quickly, bring structure to complexity and deliver work that is commercially practical, technically sound and evidence-led.
Project Leadership
Mobilisation, planning, governance, issue management, delivery controls, reporting and closure support.
Remediation
Past business reviews, customer harm assessments, root cause analysis, redress support and customer outcome testing.
Data, MI and Reporting
Population analysis, exception reporting, dashboards, senior MI, board packs and regulatory reporting support.
AI and Automation
Controlled use of automation and AI for data extraction, file triage, classification, QA sampling and reporting.
Pensions and Calculations
DB and DC pension analysis, GMP, benefit rectification, redress modelling and calculation logic testing.
Regulatory Support
Section 166, VREQ, Skilled Person support, remediation plans, governance evidence and regulatory response activity.
Our Core Capabilities
Project Leadership and Programme Delivery
We provide experienced project and programme leads who understand financial services remediation from both the operational and regulatory perspective. We support mobilisation, planning, governance, stakeholder reporting, workstream design, dependency tracking and delivery controls.
Remediation and Past Business Review
We have direct experience delivering and supporting major remediation and past business review programmes across pensions, investments, wealth management, advice suitability, financial crime and customer outcome reviews.
Data Analysis, MI and Reporting
Good remediation depends on good data. We help firms extract, clean, analyse and reconcile data so decisions are based on evidence rather than assumption. We build dashboards and reporting packs that show progress, risk, quality, exposure and customer impact.
Actuarial-Style Calculations and Redress Modelling
Our technical pensions and calculation specialists support complex benefit analysis, DB calculations, GMP reconciliation and equalisation, pension redress, loss assessment and calculation model testing.
File Reviews and Suitability Assessments
We support focused and large-scale file review exercises across pensions, investments, mortgages, protection, DB transfers, drawdown, ongoing advice, discretionary portfolios and complex financial products.
Section 166, VREQ and Regulatory Response Support
We help firms respond to regulatory scrutiny in a controlled, credible and evidence-based way, including support for Skilled Person reviews, Voluntary Requirements, remediation plans, data requests, sampling and customer outcome testing.
AI Integration and Automation
We help firms use automation and AI safely within regulated environments, with human oversight, audit trails, validation testing and governance.
How We Work
Diagnose the issue and understand the root cause.
Define the impacted population and customer risk.
Design the methodology, controls and governance.
Build the tools, MI, templates and calculation logic.
Mobilise the right mix of project leads, analysts, SMEs and reviewers.
Deliver the work with strong quality assurance and senior reporting.
Typical Assignments We Support
- Pension remediation and rectification programmes
- DB and DC scheme issue reviews
- GMP reconciliation and benefit correction support
- Investment and pension advice suitability reviews
- Consumer Duty outcome testing
- Section 166 and Skilled Person review support
- VREQ and regulatory action plan delivery
- Financial crime, AML, KYC and sanctions remediation
- Customer harm assessments and redress calculations
- Complaint root cause analysis
- File review QA and check-the-checker activity
- MI dashboards and board packs
- Data analysis and exception management
- AI-enabled data extraction and review support
Need experienced support for a complex project?
Whether you need one experienced reviewer for a targeted 10-case assessment or a full project team to support a major remediation programme, we can provide flexible, credible and experienced support.