• 2020
  • Extended ‘Absence Innovation’ service direct to corporates
  • Launched Care-Fees Plan portal to manage quotations for long-term care
• 2019
  • Finalist for ‘COVER Customer Care' awards
  • Launched ‘Absence Intervention’ service with insurers
• 2018
  • Nominated – 'Innovation' award – Pension Age awards
  • Shortlisted for ‘Innovating for Ageing’ awards
  • Simon Little joins as none-executive director
• 2017
  • Launched Care Navigator service – finding care for the elderly
  • Launched Crisis Support service – the next generation of claims processing
  • Nominated – 'Innovation' award – Pension Age awards
• 2016
  • Professional Pensions – Finalist – UK Pension Awards
  • Winner – Life Insurance International 2016 – Most Innovative Actuarial/Risk Consultancy Services Provider of the Year
• 2015
  • Rapid growth of medical underwriting mortality studies service
• 2014
  • Rapid growth of medical underwriting service
• 2013
  • First MUBA – medically underwritten bulk annuity transaction completed
  • MUBA medical underwriting service formalised with providers
• 2012
  • Launched MUMS pension evaluation service
  • Launched ongoing claims management for disability claims
  • Took over 3D Risk, and added underwriting services to portfolio
• 2011
  • Launched individual pension annuity service
• 2009
  • Winner – Cover Excellence awards – ‘Outstanding Achievement’ award. Judges’ citation: “This man has been at the leading edge of a breakthrough in underwriting. He is, in fact, for many the face of tele-underwriting, leading an innovative, and deadline-hitting, firm. He thoroughly deserves this award.”
• 2008
  • LifeSearch awards – nominated for ‘Best new initiative’
  • Protection review awards – nominated for ‘Innovation’ award
• 2007
  • Launched in Germany
  • Launched tele-claims service with SCOR Global Re
• 2006
  • Won legal case with HMRC to ensure medical evidence is VAT-free
• 2005
  • Rapid growth of tele-interviewing services across the UK and Ireland
• 2004
  • Pioneered the introduction of tele-interviewing in the UK
  • Raised private equity finance and launched