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
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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
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Benefit calculators for defined benefit funds and benefit projections for defined contribution funds
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Pension increase reviews
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Consulting Services to Retirement Funds
Our services include:
Advice on benefit structuring
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Information and advice on legislative changes
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Preparing communication to members, including retirement benefit counselling documents
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Reviewing governance structures
Risk benefit reviews and "rebroking" (on a fee for service rather than a commission basis)
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Umbrella fund and unclaimed benefit fund reviews and analysis (on a fee for service rather than a commission basis)
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Reviewing, drafting and certifying rules and amendments
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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
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Gratuity obligations
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Post-retirement medical aid obligations
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Service and leave obligations
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