Actuarial
The most significant undertaking in respect of actuarial services is the triennial valuation. Our approach is to focus on the following key areas:
A group of actuaries that are personable and plain talking
An accurate, timely and compliant service
Provision of regular funding updates, where required
Working in partnership with trustees and employers
Use of a highly practical funding modeller.
We work in partnership with trustees and employers, helping them to make decisions and achieve good outcomes.
The key features of our actuarial services are:
Efficiency – making sure you have the right information at the right time to make decisions.
Pragmatic – making sure key information drives decisions and you are not clouded by unnecessarily complex and less material matters.
Tailored – bringing ideas that are relevant to you.
Collaboration – helping the trustees and the employer work together to improve the outcome for their schemes and their members.
Value for money – we are proposing very competitive fees.
To allow trustees the ability to monitor the performance of schemes that they manage, we offer the use of an online funding modeller called SchemeNavigator. When logged into SchemeNavigator, users are able to view current and historical information on the assets, liabilities and surpluses of all relevant schemes, on differing assumption bases. This allows trustees the ability to keep track of technical provisions, accounting and buy-out funding levels in between actuarial valuations.
SchemeNavigator can also be used to view various projections of future performance, monitor the asset classes of investments, perform sensitivity analysis, and keep track of member movements.
In getting to know potential clients we often provide a scheme specific demonstration of this modeller. Therefore if you would like to arrange a free demonstration please get in touch.