Each diagnostic has a clearly agreed scope. We'll need access to relevant management information and a small number of key stakeholders. Specialist work and implementation are separately agreed where required.
Focused engagements with a clearly agreed scope and deliverables.
- One agreed business perimeter
- A named client sponsor and data owner
- Access to existing management information in reasonably usable form
- Up to six stakeholder interviews
- One consolidated round of factual corrections
Timely access to suitable information is important. Delayed or materially incomplete evidence may limit analytical coverage or require a mutually agreed scope change. This is focused advisory analysis, not a comprehensive audit or assurance engagement.
Specialist legal, actuarial, accounting, tax and implementation work is outside the standard diagnostic unless separately agreed. Travel and third-party data are also excluded unless agreed in writing.
Product-specific boundaries
- Trading & Profitability Diagnostic: Excludes a financial audit, actuarial reserve opinion or complete repricing exercise.
- Distribution & Partnerships Diagnostic: Excludes legal opinions, regulatory assurance and any guarantee of new underwriting capacity.
- Strategy & Growth Credibility Diagnostic: Excludes preparation of a replacement strategy, formal valuation, comprehensive due diligence or implementation.
