Actuarial Services

The trustees and employers of all occupational pension schemes require a whole host of actuarial advice and services in order to be confident they are providing responsible stewardship of their scheme.

Our actuarial services include:

• Triennial Valuations

• Benefit Consulting

• Asset-Liability Modeling

• Pension Protection Fund (PPF) Funding Valuations

• FRS17 Reporting Scheme Health Check

• External Investment Options

• Investment Structure

Key to our approach is that we can provide all the regular services required by the trustees to manage their scheme for a fixed fee agreed 3 years in advance.

Our actuarial team supports our consultancy and clients with a proactive service, covering scheme appointments, mergers and acquisitions, reviews and developments.  The team is highly experienced and has developed specific tools to help trustees and companies evaluate their needs.  For example, an ‘asset liability modelling tool’ that allows ‘what if’ scenarios to be formulated with clients in a structured, organised manner so that firm decisions can be made by trustees and employers.

We are able to present the value and demonstrate the usefulness of these models in a meeting, at your convenience.

See also:

Enhanced Transfers: The Sweet Spot – A win-win solution for reducing pension scheme liabilities.

Actuarial Services Guide – Don’t struggle to understand actuarial complexities.  Let Alexander Forbes make things clearer for you with some straight-talking.

The Employer’s Covenant

Pensions Matters Issue No. 11 – Mortality Tables