The Demo That Wins Board Buy-In
Before we show you how ACT works,
let us show you what it just produced.
In the time it took you to read that headline, ACT identified a high-priority pension scheme,
mapped the pain point, calculated the mandate value, and generated a bespoke pitch deck and
personalised outreach email. Automatically.
⚡ Generated in 90 Seconds — Automatically
Here is a fully formatted pitch for the Rolls-Royce Pension Fund,
tailored to their specific funding position and the weakness of their current adviser.
ACT identified that the Rolls-Royce UK Pension Fund (£9.2bn AUM, 97.3% funding ratio)
is a prime run-on candidate — their sponsor's improving covenant,
the scheme's above-average surplus buffer, and their incumbent adviser's recent
three-year contract renewal create a specific, time-sensitive window
for a challenger firm to position a superior run-on governance proposition.
Below is what ACT generated. Automatically. Before you made a single call.
📊
Pitch Deck
12-slide bespoke presentation, scheme-specific data, competitive positioning
Generated ✓
✉️
Outreach Email
Personalised to the Chair of Trustees, referencing specific scheme metrics
Generated ✓
£
Mandate Value
Annual advisory fee estimate based on scheme AUM and service scope
£350,000 / yr
Total time: 90 seconds |
Human effort: 1 click |
Equivalent manual effort: 11 hours across 2 people
Would you like to see how ACT generated all of this?
The next seven steps walk you through the exact process — from identifying the scheme to
delivering the pitch-ready output. Each step takes less than 2 minutes in the live platform.
5,240
UK DB Schemes tracked in real time
£1.4tn
Total assets under assessment
£263.8bn
Aggregate DB surplus — the run-on opportunity
22,000+
Verified pension professionals in ContactPro
The ACT Propensity Score ranks every scheme on three dimensions:
funding buffer (how much surplus headroom exists), sponsor covenant strength (can the
sponsor support run-on?), and scheme maturity (is the liability profile right for
your service?). Schemes scoring 70+ are your highest-priority mandates.
ACT has already done this analysis for every scheme in the UK.
Adviser Tenure
3 yrs (renewal)
ACT Signal: Incumbent adviser contract renewed 3 years ago —
approaching natural review window. Sponsor covenant upgraded Q3 2025.
Scheme above PPF funding threshold. Prime run-on candidate. Act now.
🎯
Propensity Scoring Engine
Every scheme scored daily on 12 weighted factors. Your A-list, B-list, and C-list — automatically updated.
→ Eliminates weeks of manual target research
📡
Daily Lead Indicators
Funding ratio changes, sponsor news, adviser contract signals, regulatory filings — all monitored in real time.
→ You know who needs you today, before they do
🗺️
Geographic & Sector Mapping
Filter your entire market by region, sector, scheme size, adviser, or any combination. Your territory, visualised.
→ Instant territory intelligence for your BD team
This is not a chatbot. ACT's Revenue Intelligence Assistant operates
across a two-layer response system — first retrieving and cross-referencing all
relevant documents (scheme accounts, sponsor filings, TPR data, news), then
synthesising them into a structured, actionable intelligence brief.
It answers complex questions across all sponsors and all schemes simultaneously.
Query: "What are the top 3 pain points for this scheme and which of our services addresses each?"
Pain 1 — Surplus Governance Risk:
The scheme holds £248m in surplus above PPF funding threshold. Without a formal run-on
governance framework, the trustees face regulatory scrutiny and sponsor pressure to
distribute. Your firm's surplus distribution advisory is the precise solution.
Pain 2 — Adviser Complacency Signal:
Incumbent adviser (Mercer) renewed 3 years ago. No documented investment strategy
review in 18 months per latest trustee report. Trustees are contractually free to
tender. Your firm's independent governance review is a natural entry point.
Pain 3 — Covenant Transition:
Rolls-Royce plc covenant upgraded following FY2025 results. Scheme investment
strategy has not been updated to reflect improved sponsor strength.
Opportunity to propose a revised de-risking glide path.
Executive Summary (Slide 2 of 12)
The Rolls-Royce UK Pension Fund enters 2026 in a position of structural strength —
a £248m surplus above PPF funding threshold, an upgraded sponsor covenant, and
a membership profile that makes run-on a credible and commercially attractive
long-term strategy. However, this strength creates its own governance challenge:
without a formal surplus management framework, the trustees face increasing
regulatory scrutiny and competing stakeholder pressures.
[Your Firm] has advised 14 schemes through analogous transitions. Our proposed
engagement — a 90-day Surplus Governance Review — will deliver a trustee-endorsed
run-on framework, a revised investment strategy aligned to the improved covenant,
and a stakeholder communication plan for the sponsor board.
💡 Mandate Value Estimate: Based on scheme AUM (£9.2bn) and
comparable engagements, the initial advisory mandate is estimated at £280,000–£420,000
per annum, with ongoing governance retainer of £120,000–£180,000 per annum.
This is one scheme. ACT's batch processing engine can generate
equivalent pitch documents for your top 50 priority schemes simultaneously —
overnight, while your team sleeps. 50 bespoke pitches. Zero additional hours.
📊 Mandate Value — Rolls-Royce UK Pension Fund
Scheme AUM
£9.2bn
Initial Advisory Mandate (Surplus Governance Review)
£350,000
Ongoing Governance Retainer (Year 2+)
£150,000 / yr
Investment Strategy Review (Year 1)
£80,000
5-Year Relationship Value (estimated)
£1.03m
Year 1 Mandate Value
£430,000
💰 ACT Platform ROI — For a Mid-Tier Consulting Firm (20 BD-Active Partners)
Hours saved per partner per month (research & pitch prep)
40 hrs
Additional billable hours recovered per year (firm-wide)
9,600 hrs
Value of recovered hours @ £250/hr
£2.4m
Additional mandates won from improved targeting (conservative)
4 per year
Additional revenue from new mandates @ £350k avg
£1.4m
Total Annual Value to Firm
£3.8m+
To:
David Mortimer, Chair of Trustees — Rolls-Royce UK Pension Fund
From:
[Partner Name] — [Your Firm]
Subject:
Your £248m surplus — and the governance question it raises
Dear David,
I wanted to reach out following the publication of the Rolls-Royce UK Pension Fund's
latest actuarial valuation. The scheme's position — a £248m surplus above PPF
funding threshold, combined with the improved sponsor covenant following Rolls-Royce
plc's FY2025 results — is genuinely impressive.
It also raises a governance question that I suspect is already on your agenda:
how do you protect and deploy that surplus in a way that serves members,
satisfies the sponsor, and withstands regulatory scrutiny?
We have guided 14 schemes through analogous transitions over the past three years.
I would welcome the opportunity to share what we have learned — with no obligation
and no pitch. A 30-minute conversation, at your convenience.
Would next week work for a brief call?
Kind regards,
[Partner Name]
Batch mode: ACT can generate equivalent personalised emails
for your top 50 priority schemes simultaneously — each referencing the specific
decision-maker, their scheme's actual data, and the identified pain point.
50 personalised outreach emails. Generated in under 60 seconds.
| Capability |
Without ACT |
With ACT |
| Identify top 50 target schemes |
3–4 weeks, 2 analysts |
Already done. Updated daily. |
| Research a specific scheme's pain points |
4–6 hours per scheme |
90 seconds. All documents interrogated. |
| Generate a bespoke pitch document |
1–2 days per pitch |
Seconds. Scheme-specific. Evidenced. |
| Calculate mandate ROI |
Manual estimate, often skipped |
Automatic. Every scheme. Every time. |
| Personalised outreach at scale |
1 email per hour, generic |
50 personalised emails in 60 seconds |
| Monitor the entire market for signals |
Impossible at scale |
5,240 schemes. Monitored daily. |
🕸️
Relational Data Graph
5.73m records. Scheme-sponsor-adviser-trustee relationships mapped and updated daily. Years to replicate.
Strong Moat
📈
Propensity Engine
Gets more accurate with every outcome. A new entrant starts at zero accuracy. ACT's lead widens every month.
Widening Moat
⚙️
Execution Layer
Pitch generation, email campaigns, ROI calculation — all automated. When ACT generates your pitches, it becomes your operating system.
Unassailable
🔒
Switching Cost
Once a firm's BD pipeline runs on ACT, removing it is like removing their CRM. Structurally disruptive, not just inconvenient.
High & Growing
The Question Is Not Whether You Can Afford ACT
How Many Mandates Are You
Losing Every Month Without It?
Every month without ACT, your competitors are identifying schemes you haven't found,
pitching with evidence you haven't assembled, and winning mandates you didn't know existed.
The platform is live. The market is ready. The only question is when you start.
90s
From target to pitch-ready output
10×
Minimum reported ROI in Year 1
£170bn
Run-on opportunity. Waiting to be advised.
Or explore the platform directly — every section is live: