Our services

We automate reporting, streamline models, and help navigate actuarial challenges through smart technology and human insight. Work faster, smarter and with greater confidence.

At WizAct Solutions, we have built our foundation around four core service offerings that represent the intersection of our deepest expertise and our clients' most critical needs.

These signature services are Intelligent Reporting Overhaul, Smart Modelling Redesign, Strategic Matching Adjustment Review, and Optimised Stress & Sensitivity Analysis.

However, our capabilities extend well beyond these four pillars. Leveraging our founder's 17+ years of global experience and our diverse network of specialists, we offer a comprehensive suite of additional services designed to address the full spectrum of actuarial, commercial, and strategic challenges your business may face. Explore our core offerings below, followed by our extended service capabilities.

Intelligent Reporting Overhaul

Transform raw data into actionable insights

The Impact

  1. Substantially efficient reporting – Dramatically reduce reporting turnaround times and free your team from repetitive tasks to focus on strategic analysis and value added activities.

  2. Error free outputs – Eliminate risks associated with manual data handling through automated solutions that ensure consistency, accuracy, and compliance across all reports.

  3. Real-time insights, better decisions – Access real-time information that enables faster, more informed decision making and keeps your organization agile in changing conditions.

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What We Deliver

  • Holistic review of current reports, data sources, and distribution – Comprehensive assessment of your reporting infrastructure, examining data flows, formats, KPIs and stakeholder needs.

  • Identify inefficiencies – Pinpoint bottlenecks, manual processes, data quality issues, and reporting gaps that are slowing down operations and compromising accuracy.

  • Streamlined automated workflows – Implement automation using Microsoft Power Apps or other suitable tools to eliminate manual handling and ensure reliable outputs.

  • Interactive dashboards with deep dive analytics – Create dynamic dashboards using Power BI and Tableau with intuitive visualizations and drill down capabilities.

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Smart Modelling Redesign

Build models that are faster, clearer and future ready

The Impact

  1. Faster & easier to maintain models – Experience significant improvements in model run times and reduce the time and expertise required for ongoing maintenance, updates, and enhancements.

  2. Fully transparent models – Build stakeholder confidence with models where every calculation, assumption, and output can be easily traced, validated, and explained for audit or regulatory purposes.

  3. Built for evolving business demands – Ensure your models remain relevant and valuable as your business grows, regulations change, and new analytical requirements emerge.

What We Deliver

  • Review models and identify key risks – Evaluation of existing models to understand architecture, assumptions, and limitations, identifying technical debt, performance issues, and accuracy risks.

  • Redesign for speed, clarity, and simplicity – Rebuild models using Python, R, and advanced platforms, optimizing performance while eliminating unnecessary complexity without sacrificing functionality.

  • Enhance transparency with clear documentation – Create comprehensive documentation explaining model logic, assumptions, and data flows in plain language for easy validation and maintenance.

  • Future proof models for flexibility – Design modular, scalable models that adapt to changing requirements, new data sources, and evolving regulations without complete rebuilds.

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Strategic Matching Adjustment (MA) Review

Optimise and unlock hidden value in MA portfolio with faster reporting and robust compliance

The Impact

  1. Enhanced portfolio value – Unlock hidden value in your MA portfolio through strategic optimization while maintaining regulatory compliance and risk management standards.

  2. Faster MA analysis and insights – Dramatically reduce the time required for matching adjustment reporting and analysis, enabling more frequent reviews and quicker response to market opportunities or portfolio changes.

  3. Robust compliance – Ensure regulatory requirements are consistently met with automated validation, comprehensive audit trails, and documentation that withstands scrutiny from internal and external reviewers.

What We Deliver

  • MA portfolio & matching test review – Comprehensive assessment of your Matching Adjustment portfolio to evaluate performance, identify gaps, and uncover optimization opportunities within regulatory constraints.

  • Identify value unlocking strategies to optimise returns – Pinpoint strategies to enhance portfolio value while maintaining risk levels and meeting eligibility criteria, balancing returns with regulatory compliance.

  • Develop automated MA Analysis of Change (AoC) – Design and implement automated AoC processes that streamline calculations, reduce manual effort, and integrate seamlessly with existing systems.

  • Regulatory reports automation and validation (MALIR) – Automate MALIR production with robust validation checks to ensure data accuracy, consistency, and regulatory compliance.

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Optimised Stress & Sensitivity analysis

Gain faster risk driver insights and strategic confidence

The Impact

  1. Faster insight into risk drivers – Experience significant improvements in the speed at which you can identify, quantify, and understand the key factors driving risk in your business, enabling more proactive risk management.

  2. Quicker strategic response – Reduce decision making timelines by providing leadership with timely, actionable intelligence that supports rapid responses to emerging risks and changing market conditions.

  3. Stronger stakeholder confidence – Build trust with boards, regulators, and senior management through transparent, well documented stress testing frameworks and professional, intuitive reporting that demonstrates robust risk oversight.

What We Deliver

  • Validation of Stress Testing & Sensitivities Approach – Thorough review of your stress testing methodologies and sensitivity frameworks to ensure regulatory alignment and effective identification of key risk drivers.

  • Review & transform existing tools – Assess existing stress testing tools, identifying inefficiencies and improvement areas, then redesign using modern technologies to enhance performance, flexibility, and usability.

  • Enhance efficiency and insights – Streamline stress testing processes to reduce run times and manual effort while deepening insights, enabling more frequent scenario analysis and clearer risk understanding.

  • Intuitive Playbook-style visual output design – Create clear visual outputs presenting complex stress testing results in accessible formats, enabling stakeholders to quickly grasp key findings and make informed decisions.

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Other services

  • Capital and Liquidity Management

    • Review of methodology and assumptions for Solvency UK and PRA liquidity reporting

    • Review and/or redesign of Internal capital and liquidity reporting

  • Business Planning & Strategy

    • Multiyear operating plans and financial forecasting

    • Strategic growth modeling and scenario planning

  • Mergers & Acquisitions Support

    • Asset liability matching for M&A transactions

    • Portfolio valuation and due diligence

    • Transaction impact analysis (capital, liquidity, profitability)

  • Commercial Pricing Solutions

    • Review of Pricing methodology and assumptions for Bulk Purchase Annuities (BPA) and workplace propositions

    • Review of Pricing Processes

  • Professional Development & Mentoring

    • Actuarial capability building and technical upskilling

    • Team development and leadership coaching

    • Graduate and student actuaries mentoring programs

Turning complex challenges into clear, actionable strategies

Interested in working together? We look forward to hearing from you!

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