JPAK Consulting Logo Advanced Client Targeting (ACT) - demo site
Master the Two Fundamental Sales Challenges
Close 90% of the sale before you meet
Sales Challenge Mastery

Every successful sales call must answer two critical questions: "So What?" and "Prove It". Watch how ACT empowers you to close 90% of the sale before you even meet your prospect.

ACT transforms raw data into compelling evidence that demonstrates the quantifiable impact of your solutions on your prospect's specific situation. No more generic pitches - every interaction is backed by their actual numbers and circumstances.

Target:
Schemes approaching buy-out funding levels
ACT Insights:
Identify schemes ready for bulk annuity transactions
ACT Data:
"Show schemes >95% funded on buy-out basis with endgame plans"
Target:
Schemes with significant death benefit liabilities
ACT Insights:
Target schemes seeking to de-risk death benefit exposure
ACT Data:
"Find schemes with material death benefit reserves and risk appetite"
Target:
Schemes in de-risking mode, often executing phased annuity purchases (buy-ins), rather than full buy-out immediately.
ACT Insights:
Identify schemes with funding between 85% and 95% on a buy-out basis, that are mature or closed to accrual and that have recently made a buy-in, or show buy-in intention (e.g., disclosed in accounts or adviser updates)
ACT Data:
"Show schemes 85–95% funded on buy-out basis, closed to accrual, with staged de-risking or buy-in history"
Target:
Schemes seeking diversification across asset classes
ACT Insights:
Identify schemes with concentrated allocations
ACT Data:
"Show schemes with >70% allocation to single asset class"
Target:
Schemes looking for specific fund solutions
ACT Insights:
Target schemes with fund selection needs
ACT Data:
"Find schemes reviewing fund managers or seeking new products"
Target:
Schemes implementing liability-driven investment
ACT Insights:
Identify schemes ready for LDI implementation
ACT Data:
"Show schemes >70% funded with minimal hedging ratios"
Target:
Schemes seeking delegated investment management
ACT Insights:
Target schemes with governance or resource constraints
ACT Data:
"Find schemes with limited trustee investment expertise"
Target:
Schemes with funding levels 80-95% seeking efficiency
ACT Insights:
Identify schemes ready for funding strategy refinement
ACT Data:
"Show schemes with improving covenant but conservative strategies"
Target:
Schemes with outdated investment approaches
ACT Insights:
Target schemes needing modern portfolio construction
ACT Data:
"Find schemes with >60% equity allocation and no LDI"
Target:
Schemes under pressure to improve ESG credentials
ACT Insights:
Target schemes facing ESG pressure from stakeholders
ACT Data:
"Show schemes with limited ESG integration and activist members"
Target:
Schemes with in-house administration teams facing resource constraints or efficiency challenges
ACT Insights:
Identify schemes where outsourcing administration could reduce costs and improve service quality
ACT Data:
"Show schemes with high administration costs per member and ageing in-house systems"
Target:
Schemes approaching the end of advisor contracts or the anniversary dates of advisor appointments
ACT Insights:
Preempt advisor review cycles and position for competitive tender opportunities
ACT Data:
"Track advisor appointment dates and contract renewal timelines for proactive engagement"
Target:
Schemes that have completed buy-in transactions and need ongoing strategic guidance
ACT Insights:
Identify schemes requiring post-transaction optimisation and continued strategic support
ACT Data:
"Show schemes with recent buy-in activity requiring ongoing strategic advisory services"
Target:
Lay trustee boards are increasingly seeking to add professional trustees for DC governance expertise
ACT Insights:
Identify trustee firms looking for impending opportunities to enhance DC governance capabilities
ACT Data:
"Show schemes with lay trustee boards and growing DC sections requiring professional oversight"
Target:
Schemes with strong sponsors and strong funding that can adopt new DB surplus access rules, plus challenged sponsors requiring robust covenant-enhancing actions
ACT Insights:
Identify exciting opportunities for well-funded schemes and challenged sponsor situations requiring enhanced covenant approaches
ACT Data:
"Show schemes with surplus positions and strong covenants eligible for surplus release, plus schemes needing covenant enhancement before surplus access"
Target:
Schemes with governance challenges or conflicts
ACT Insights:
Identify schemes needing independent oversight
ACT Data:
"Show schemes with trustee conflicts or governance issues"
Target:
Schemes needing professional administrative support
ACT Insights:
Target schemes with administrative burden on lay trustees
ACT Data:
"Find schemes with high meeting frequency and complex governance"
Target:
Schemes approaching buy-out or wind-up
ACT Insights:
Target schemes in final phases of journey plans
ACT Data:
"Find schemes >95% funded with buy-out plans"
Target:
Schemes requiring specialist endgame expertise
ACT Insights:
Identify schemes needing strategic endgame planning
ACT Data:
"Show schemes 80-95% funded considering endgame options"
Target:
Schemes with underperforming investment strategies
ACT Insights:
Identify schemes needing strategic asset allocation review
ACT Data:
"Show schemes with below-benchmark performance over 3+ years"
Target:
Large schemes seeking diversification opportunities
ACT Insights:
Target schemes ready for alternative investments
ACT Data:
"Find schemes >£500m with <10% alternatives allocation"
Target:
Schemes changing investment managers or strategies
ACT Insights:
Identify schemes planning investment transitions
ACT Data:
"Show schemes with manager changes or strategy reviews planned"
Target:
Schemes seeking investment strategy enhancement
ACT Insights:
Identify schemes ready for strategy optimization
ACT Data:
"Show schemes with suboptimal asset allocation and return targets"
Target:
Schemes with manual processes and member dissatisfaction
ACT Insight:
Identify schemes ready for platform modernization
ACT Data:
"Show schemes with <70% digital engagement and rising complaints"
Target:
Schemes with poor member satisfaction scores
ACT Insight:
Target schemes needing member journey improvements
ACT Data:
"Find schemes with low NPS scores and high query volumes"
Target:
Schemes with outstanding GMP reconciliation requirements
ACT Insight:
Identify schemes needing GMP data cleansing and reconciliation
ACT Data:
"Show schemes with incomplete GMP reconciliation or HMRC queries"
Target:
Schemes approaching triennial valuations
ACT Insights:
Identify schemes due for actuarial review
ACT Data:
"Show schemes with valuations due within 12 months"
Target:
Schemes needing comprehensive risk analysis
ACT Insights:
Target schemes with changing risk profiles
ACT Data:
"Find schemes with significant covenant or demographic changes"
Target:
Schemes in final phases approaching endgame solutions
ACT Insights:
Identify schemes requiring endgame strategy expertise
ACT Data:
"Show schemes >85% funded with buy-out or run-off plans"
Target:
Schemes using legacy administration systems
ACT Insights:
Identify schemes ready for technology upgrade
ACT Data:
"Show schemes with systems >10 years old and efficiency issues"
Target:
Schemes facing complex tax implications
ACT Insights:
Target schemes needing tax optimization
ACT Data:
"Find schemes with significant tax liabilities or planning needs"
Target:
Schemes seeking investment strategy enhancement
ACT Insights:
Identify schemes ready for strategy optimization
ACT Data:
"Show schemes with suboptimal asset allocation and return targets"
Target:
Schemes facing regulatory challenges or changes
ACT Insights:
Identify schemes needing legal guidance
ACT Data:
"Show schemes with compliance issues or regulatory notices"
Target:
Schemes undergoing structural changes
ACT Insights:
Target schemes planning major restructuring
ACT Data:
"Find schemes with merger, acquisition, or restructuring activity"
Target:
Schemes with deteriorating sponsor strength
ACT Insights:
Identify schemes needing covenant review
ACT Data:
"Show schemes with declining sponsor financial metrics"
Target:
Schemes requiring additional security
ACT Insights:
Target schemes needing covenant enhancement
ACT Data:
"Find schemes with weak covenant and security gaps"
Target:
Schemes approaching audit deadlines
ACT Insights:
Identify schemes due for annual audits
ACT Data:
"Show schemes with audit deadlines within 6 months"
Target:
Schemes with control weaknesses or compliance gaps
ACT Insights:
Target schemes needing controls enhancement
ACT Data:
"Find schemes with audit findings or control deficiencies"
Target:
Trust-based schemes with historical service costs eligible for VAT reclaim
ACT Insights:
Recent HMRC guidance changes enable VAT recovery on investment management, governance advisory, and administration costs previously considered irrecoverable
ACT Data:
"Identify schemes with significant historical investment management fees, advisory costs, and third-party administration charges"
Target:
Schemes with incomplete or inaccurate member records
ACT Insights:
Identify schemes needing data quality improvement
ACT Data:
"Show schemes with >10% incomplete member records"
Target:
Schemes preparing for insurance buy-out
ACT Insights:
Target schemes approaching buy-out transactions
ACT Data:
"Find schemes >90% funded with buy-out plans"
Target:
Schemes under regulatory scrutiny
ACT Insights:
Identify schemes facing regulatory pressure
ACT Data:
"Show schemes with TPR notices or enforcement activity"
Target:
Schemes needing governance improvements
ACT Insights:
Target schemes with governance gaps
ACT Data:
"Find schemes with governance deficiencies or improvement needs"
Target:
Sponsors unable to support schemes to buy-out
ACT Insight:
Identify schemes where consolidation beats current path
ACT Data:
"Show sponsors with covenant concerns and limited improvement potential"
Target:
Sub-£100m schemes with high relative costs
ACT Insight:
Target schemes where scale benefits are material
ACT Data:
"Find small schemes with governance costs >1% of assets"

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