Rates
Clear starting figures for yield curve briefings; larger reviews are quoted on scope.
Pricing reflects preparation time as much as the meeting itself. Figures below are guides in sterling, exclusive of VAT where applicable.
| Engagement | Starting rate | What drives the final figure |
|---|---|---|
| Yield Curve Advisory Briefing | £1,850 | Extra curves beyond gilts; same-day turnaround |
| Curve Watch Retainer | £4,200 / month | Number of notes; optional mid-month call |
| Duration Stress Review | Quote | Size of holdings list; on-site vs office |
How we estimate
For stress reviews we ask for a holdings extract first. A single sterling duration book is priced differently from a multi-currency insurance ALM portfolio. You receive a written estimate before any work begins.
What is never billed as a surprise
Travel within Zone 1 is included for London meetings. Printed packs, if requested, are included. We do not charge for short clarifying emails after a briefing.
Deposits
Advisory briefings reserved less than five working days ahead may require a 30% deposit. See our refund policy for cancellation and rescheduling terms.
Request an estimate with the engagement you have in mind.