Quantum – Actuaries & Employee Benefit Consultants.

Press releases

26 September 2008: Quantum Advisory appoints RMB asset management
17 July 2008: Quantum Advisory launches a new alternative to annuities
19 May 2008: Anna Living appointed as Head of Communications
18 May 2008: Quantum employees complete 50-mile charity bike ride
12 May 2008: James Ash appointed as Actuarial Consultant
17 March 2008: Quantum mourn loss of Birmingham associate
November 2007: Half Marathon raises over £2,000 for charity
October 2007: Quantum Financial Planner wins award for exam excellence
August 2007: Quantum team enters Cardiff half marathon
10 August 2007: Joanne Eynon, actuary, joins Cardiff office
6 July 2007: Quantum's first "home-grown" Actuary gets qualified
1 July 2007: Website "is personal" to Quantum
18 June 2007: Two senior consultants join London office

Quantum Advisory appoints RMB asset management

26 September 2008

Quantum Advisory has appointed RMB Asset Management ('RMBAM') to support its growing investment consulting business. RMBAM will provide key input on tactical asset allocation advice and manager research for traditional and alternative asset classes. Quantum will leverage off RMBAM's investment expertise and manage the relationship through Quantum's investment committee led by Robert Davies, a Quantum Advisory Partner. The arrangement gives Quantum direct access to RMBAM's 23 investment professionals in the UK, and taps into their extensive experience and global investment research.

Commenting on the appointment, Robert said, "We are delighted to be associated with RMB and believe that their resources, expertise and global coverage will significantly strengthen our investment proposition. The combination of RMB's investment research and analytical skills with Quantum's strategic expertise makes for a compelling client-focused offering. Working with RMB is an extremely effective way for us to access the skills of a high-calibre investment research team and offer our clients a truly value-added service". Glyn Owen, CEO at RMB Asset Management added "this is a major step forward for RMB Asset Management and highlights our commitment to and progress in the UK market place. We are especially pleased to be working with a firm as innovative and progressive as Quantum Advisory and we look forward to building a strong and successful relationship".

Quantum Advisory launches a new alternative to annuities

17 July 2008

After two years in development, Quantum Advisory today announced the launch of a unique retirement option for occupational defined contribution (DC) pension schemes.

The launch of the unique adapt facility, which provides members with an alternative to buying an annuity, is expected to shake up the pensions industry as there is nothing quite like it on the market today.

The adapt facility is available through Quantum Advisory's integrated DC service which incorporates the administration of the pension scheme and includes advice and support regarding member education and communication, scheme marketing and investment.

adapt allows pension scheme members to keep their pension fund invested after retirement, therefore benefiting from any return on investments in a tax-favoured environment. Members are then able to withdraw money from their pension fund to meet their income needs. They can also take their 25% tax-free allowance over time up to age 75 by taking ad hoc lump sums, or using their tax-free allowance to top up their income. There is also the flexibility for any funds not used to be passed to members' dependants when they die.

Anna Living appointed as Head of Communications

19 May 2008

Anna Living has joined Quantum Advisory as their Head of Communications.

Prior to joining, Anna spent over eight years working for Buck Consultants as a Senior Communication Consultant. She has experience in a variety of projects, including pension change campaigns, pension strategy through to delivery and reward communications such as total reward and flexible benefits.

The priority for Anna is to offer a comprehensive service for all clients requiring pension, benefits and reward communications.

Quantum employees complete 50-mile charity bike ride

18 May 2008

Seven Quantum employees yesterday cycled 50 miles from Cardiff to Brecon to raise money for charity. The route took them along the Taff Trail from sea level in Sophia Gardens, Cardiff to the foothills of the great Brecon Beacons, ending in Brecon town centre.

The gruelling 50-mile bike ride along the Taff Trail, dubbed the "Tour de Taff", is uphill most of the way and is described as "strenuous" and "extreme terrain" by the organisers, WaterAid.

All seven completed the course, and the fastest person to complete the ride did it in just under four hours.

The firm has managed to raise a massive £2985 for the charity WaterAid. Our thanks go out to all the clients and employees who have generously supported this cause.

12 May 2008 - James Ash appointed as Actuarial Consultant

12 May 2008

James joins Quantum Advisory as an Actuarial Consultant, responsible for managing client projects in the London office. Prior to joining, James worked in the UK, Canada and Ireland for both Hewitt Associates and Watson Wyatt.

His past international experience gives him a broad perspective of clients' issues, as well as an understanding of a wide range of topics within the pension and actuarial profession.

This is the latest in a series of appointments at Quantum Advisory, and brings the total number of employees to 42, seven of whom are qualified actuaries. Over the past two years, the firm has doubled in size, and continues to grow. With offices in Cardiff, London and Swindon, they have recently opened offices in Birmingham and Amersham to support the growing client base in the Midlands and in the South and South East of England.

Quantum mourn loss of Birmingham associate

17 March 2008

We are sad to announce that Quantum associate, Mervyn Phillips, passed away suddenly on Saturday 15th March 2008, following a heart attack.

Mervyn was helping Quantum to build a presence in Birmingham and the Midlands. He introduced Quantum to several major professional service firms and his contribution to the firm was considerable. He was a charming character who had many friends and everyone who knew him will miss him.

Mervyn was born in Swansea and travelled the world with Lloyds Bank International. He was a passionate Welshman and rugby fan, and he would have enjoyed Wales's Grand Slam victory on Saturday evening immensely.

Our heartfelt condolences are extended to his wife, Miren, and grown-up children.

See the obituary that appeared in the Birmingham Post

Half Marathon raises over £2,000 for charity

November 2007

Staff at Quantum ran the Cardiff Half Marathon in October, and raised more than £2,000 for charity. Seven members of staff from both the Cardiff and London offices ran the sponsored 13.1 mile route through the Welsh capital on October 14th, and raised £2,072 for Cancer Research Wales.

Quantum Financial Planner wins award for exam excellence

October 2007

Robin Dargie has achieved third place in the 'Highest CII Financial Planning Diploma Qualified Adviser' award, by passing his final exam with the third highest marks in the country. Robin, who has been a consultant at Quantum for three and a half years, passed his final exam recently to achieve his Diploma in Financial Planning. He attended the national Financial Adviser Awards presentation and lunch in London on October 26 to receive his award.

Quantum team enters Cardiff half marathon

10 August 2007

Staff from Quantum have entered the Cardiff Half Marathon, to raise funds for charity.

A team of Quantum employees have volunteered to take on the 13.1 mile course around Cardiff, which takes place on Sunday October 14th 2007. They will be raising money for Cancer Research UK.

The team, dubbed TeamQA, is made up of 10 amateur runners, many of whom have never run that distance before, and are training hard in order to achieve it. Some staff will be travelling down from our London office in order to take part, and raise funds for a good cause.

All the sponsorship proceeds will be donated to charity, and a Just Giving website has been set up to take sponsorship and track the team's progress.

To see the list of participants, please visit the TeamQA web page.

Could you sponsor us?

If you would like to sponsor us – click here

See how much we've raised

Click here for our latest total

Actuary joins Cardiff office

10 August 2007

Quantum have again increased their team in Cardiff, with the appointment of Joanne Eynon, a senior actuary and consultant, who joined on the first of August 2007.

Prior to joining Quantum, Joanne worked for Aon Consulting in London and Bristol, where she held a number of Scheme Actuary appointments advising Trustees on their defined benefit pension arrangements.

Joanne's move to Quantum strengthens our actuarial capabilities as we continue to expand our service offerings and our client base.

Quantum's first "home-grown" Actuary gets qualified

6 July 2007

Gareth O'Callaghan has recently qualified as an actuary, becoming Quantum's youngest actuary.

Gareth, 30, joined the firm in 2000 as an actuarial student, and has been progressing with his exams since then. He is the first at Quantum to qualify as an actuary in this manner, but there are a number of other actuarial students hard on his heels, some of whom have to pass only a few more exams to qualify.

Congratulations to Gareth.

New website "is personal" to Quantum

July 2007

Quantum's new-look website has a personal touch: it contains only photos of Quantum's own staff and offices.

"We pride ourselves on our personal, friendly service to our clients, and we wanted the web site to reflect that", said Andrew Reid-Jones, a founder member of the firm. "As a small, caring firm, we value our people very highly and we know that our clients value them too. It therefore made sense to put only pictures of Quantum people on the website."

The website certainly has an emphasis on the people at Quantum. As well as pictures of the staff and premises on every page, there is also an extensive section containing the biography and photograph of every member of staff that Quantum employ.

Two senior consultants join London office

18 June 2007

Quantum Advisory has made two high profile appointments to their London office this month. Rhidian Williams and Karen Kendall joined as Partners on 1 June 2007. They will be based in the firm's London office, with the remit of spearheading Quantum's continuing growth in London and the South East region.

Both Karen and Rhidian joined Quantum from Buck Consultants, where they were responsible for services to a number of the larger clients and jointly managed the corporate pension team.

Rhidian is a senior consulting actuary, with extensive experience of UK and international pension accounting requirements. He has held a Scheme Actuary practising certificate since they were introduced in 1997, and now serves on Quantum's actuarial governance team.

Karen is a senior benefit consultant, and has over 17 years of benefit consulting experience including coordinating the provision of pension-related services and strategic advice to a portfolio of UK based and multinational clients.

This is the latest in a series of appointments at Quantum, and brings Quantum's total number of employees to 41, six of whom are qualified actuaries. The firm has doubled in size over the past two years, and is continuing to grow. With offices in Cardiff, London and Swindon, they have recently opened offices in Birmingham and Exeter, in order to extend their client base into the Midlands and the South West.