Audit Service
Our Audit Service identifies potential flaws or omissions in existing Employee Benefit arrangements, giving company officers the reassurance of knowing their schemes are robust, compliant and protected.
Find out MoreSpecialist Audit Service that strengthens your business
Optima Audit Service
Interested parties and prospective corporate clients are invited to request an Audit of their existing Employee Benefit arrangements. Optima has conducted countless audits, invariably identifying one or more of the 13 common flaws or omissions. The majority of glitches are minor and easily rectified, for example out-of-date Scheme Rules, or dubious Trust documentation. Some errors can however have potentially serious consequences, particularly in event of a claim.
Get in TouchThe Optima Approach
In event of ‘accidentally’ uninsured claims, vulnerable companies may be compelled to meet the claim from cash-at-bank, from reserves, or worst case by borrowing. The Optima Audit Service affords company officers complete peace of mind. Prevention is the best Protection.
Prevention is the best protection.
Get in TouchInterested In Our Services
Deal Management
With decades of experience advising on mergers, acquisitions, MBOs, EOTs and other major corporate changes, we provide expert Employee Benefits advice when it matters most, making it the Dealmaker’s choice.
Find out MorePension Trustees
Optima supports Pension Scheme trustees and advisers in fulfilling their responsibilities and protecting members’ benefits, providing expert and professional Employee Benefits guidance backed by 40 years’ experience.
Find out More