Our Services
Truly Independent Advice and Expertise
Actuarial Services to Retirement Funds
Our services include:
Statutory or interim actuarial valuations of defined benefit, defined contribution and hybrid retirement funds
All other statutory "valuator" services (for example, certifying of rule amendments, providing certification under Section 14 of the Pension Funds Act and certifying the appropriateness of a fund's investment strategy)
Benefit calculations for defined benefit funds
Benefit calculators for defined benefit funds and benefit projections for defined contribution funds
Pension increase reviews
Consulting Services to Retirement Funds
Our services include:
Advice on benefit structuring
Information and advice on legislative changes
Preparing communication to members, including retirement benefit counselling documents
Reviewing governance structures
Risk benefit reviews and "rebroking" (on a fee for service rather than a commission basis)
Umbrella fund and unclaimed benefit fund reviews and analysis (on a fee for service rather than a commission basis)
Reviewing, drafting and certifying rules and amendments
Liquidation Services
We are able to provide the services of an approved liquidator to retirement funds embarking on a liquidation process.
This work is generally done on a negotiated fee basis, subject to a maximum of the legislated liquidation fee.
Reporting Services for Companies
We have significant expertise in preparing valuations and disclosures for a number of different post-employment benefit obligations under International Accounting Standard 19, including:
Defined benefit retirement fund obligations
Gratuity obligations
Post-retirement medical aid obligations
Service and leave obligations