Actuarial Services:A clear focus on your specific needs

Join over 150 other small to medium sized pensions who’ve developed a long-term strategy tailored to the needs of their members and sponsoring employer

Navigating the maze of decisions

With changing regulations, we understand how important it is that you set a long-term funding target and investment strategy for your pension trust. As well as having a clear plan of how you’ll get there and how you’ll manage risks along the way.

You may have questions on your mind like:

How can I be sure we won’t run out of money to pay members the right benefits at the right time?
What is the right long-term objective for our trust?
Should we target buyout / wind-up or run-off (continuing to maintain responsibility for the trust until all members are paid out)?
When is the right time to target full funding?
How can we get the right balance of cost and risk?

Nothing off-the-shelf: A funding plan tailored to your needs

Use us to help you navigate the various decisions and we’ll map out a plan together.

You’ll have an initial assessment with us so we fully understand your circumstances and the actions you need to take.
You’ll be involved as we develop your long-term strategy together.
A plan unique to your circumstances and the needs of your members and your sponsoring employer. We don’t force a house view on our actuaries: they’re free to truly reflect your circumstances in their advice.
Adjust course as circumstances change using our ongoing monitoring.

Your pension trust may be on the smaller size but the service you receive shouldn’t be. You’ll be supported by robust, real-time data using the market-leading PFaroe system. The same system used by banks, insurance companies and very large pension trusts to monitor and manage their risks.

Why choose us?

An actuarial team experienced in supporting small to medium sized pension trusts like yours

Independent: We are privately owned by our employees and offer a unique no-sale contractual guarantee. This allows us to create unsurpassed stability and certainty for our clients and our people.
Wisdom: Ten actuaries with an average experience of more than 25 years working with small to medium sized pension trusts.
Capacity: We build in additional capacity in our team so that we can conduct valuations promptly and provide additional support when you need it most.
Technology: Best-in-class software and systems to monitor and manage your pension trust.
Experience: The average length of service of our actuaries is more than 18 years giving you the consistency to build the working relationship you want and the peace of mind you won’t lose it any time soon.

Get the kind of actuarial service usually reserved for big pension trusts, but for a price that’s fair.