Actuarial

Access to real-time information that helps you balance your risks and responsibilities and make robust decisions.

A service focused on you

Your relationship with your actuary is extremely important. Getting to know you, your scheme, the sponsoring employer’s business and the risks and challenges you face is at the heart of what we do.

With all the figures your actuary needs, at their fingertips, all the time, we can better understand your scheme, the key risks, the funding and investment strategy, and the objectives of the trustee board.

Our approach of being able to focus on the matters that are important to you means better advice, more informed decisions, and better outcomes for your members.

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BALANCE YOUR RISKS

Change is rapid and schemes are maturing

Asset and liability values can change rapidly, and schemes are maturing.

You need to balance your risk and asset management responsibilities with your duty of care to members and demonstrate good fiduciary management.

Events like the Autumn 2022 gilts crisis highlighted the importance of swift decision making, while increasingly sophisticated risk transfer options have heightened the need to have access to up-to-date information and tools that help you understand and see the impact of your decisions.

What we offer

The work you need, when you need it

Fully compliant with all regulatory and legislative requirements, results are rigorous and robust, with reliability built in.

  • Triennial valuations – initial results available the next day.
  • Regular funding updates – available when you want.
  • Scheme insight – membership information available at the touch of a button.
  • Transfer Values – available daily.
  • Member options – maximising value, a win-win for members and the scheme.

Accurate

‘Cloud’ based system means taking decisions based on the latest position.
Don’t waste time transferring data between multiple systems.

Cost Effective

Our platform means we can offer a greater range of services within our core fee, giving you cost certainty and stability.

Transparent

Information is available to all stakeholders to provide a real push-of-a-button service. Everyone can see exactly what they need when they need it.

Meet our Trustee Actuarial Services Team

A highly experienced and dedicated team means peace of mind, knowing your scheme is in good hands.

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Find out how we can help you

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