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How Finalyse can help
Pension Fund Services
Pension funds are facing increasing challenges, including regulatory changes, market volatility, and shifting demographics. At Finalyse, we provide expert actuarial and risk management services to help pension funds, trustees, and sponsors optimise their plans, meet regulatory requirements, and ensure long-term financial sustainability.Pension funds are facing increasing challenges, including regulatory changes, market volatility, and shifting demographics. At Finalyse, we provide expert actuarial and risk management services to help pension funds, trustees, and sponsors optimise their plans, meet regulatory requirements, and ensure long-term financial sustainability.
With decades of experience across the financial and pensions sectors, our team combines deep actuarial knowledge with risk management and regulatory expertise. Whether you manage a Defined Benefit (DB) or Defined Contribution (DC) plan, we offer tailored solutions that align with your pension fund’s objectives.
We work closely with pension funds to ensure effective management of pensions and employee benefits through a comprehensive approach that aligns with regulatory demands, organisational goals, and employee well-being.
How does Finalyse address your challenges?
Actuarial Valuation Services
We provide support with actuarial valuations, help with DB/DC conversions, conduct mortality and experience studies, and offer support for pension risk transfers.
Actuarial Consulting Services
We optimise pension plan design, advise on governance, conduct cost-benefit analysis, provide M&A support, and prepare member communication.
IORP II Compliance
We ensure compliance with IORP II by delivering strong governance and risk management frameworks, implementation the ORA and improving transparency and stakeholder communication.
IAS 19 / US GAAP / FRS 17 Accounting
We help ensure accurate financial reporting of pension liabilities, support audits and regulatory compliance, and assess the impact of accounting changes on your financials.
Risk Management and Governance
We design and implement risk management frameworks, conduct risk assessments and help establish or enhance governance structures to manage and reduce pension risks.
Investment and ALM Consulting
We optimise investment performance through tailored strategies, ALM studies, strategic asset allocation advice, and performance monitoring to align with your plan’s investment objectives.
How does it work in practice?
- Pension plan design and structure
- Cost-benefit analysis and financial modelling
- Member communication, pension benefit statements & fund projections
- M&A and pension plan integrations
- Regulatory compliance
- Develop and implement investment policies and strategies
- Conduct ALM studies
- Advise on asset allocation and portfolio diversification
- Perform performance analysis
- Investment manager selection
- Providing financial reporting valuations
- Advising on the impact of accounting changes
- Performing actuarial valuations
- Mortality and other experience studies
- Pensions risk transfers and buyouts
- Impact analysis for DB to DC conversion
- Develop governance frameworks for IORP II compliance
- Establish or enhance pension plan committees & charters
- Develop governance policies and procedures
- Design and implement risk management frameworks
- Conduct risk assessments and scenario analyses
- Monitor and report on risk exposures and controls
- ORA implementation with forward-looking risk assessments
- Outsourced risk management function holder services
Key Features
- Tailored solutions for pension plan design, regulatory compliance, and risk management.
- Expertise in IAS 19, US GAAP, FRS 17, and IORP II compliance.
- ALM consulting services to align investments with liabilities to enhance financial performance.
- Clear communication to engage members and enhance transparency.
- Integration of ESG principles into pension strategies.
- De-risking strategies through risk transfers, buyouts, and hedging.
Frans is an actuary and Financial Risk Manager with international experience in the pensions and insurance sectors. He has been specialising in actuarial valuations (AXIS), financial and regulatory reporting (IAS19, US GAAP, IFRS2, IFRS17), regulatory reporting (IORP II, Solvency II, ICS, BMA), market risk management (ALM, SAA), climate change risk management and investment consulting.
Jayadevan is a qualified Life Actuary with expertise in actuarial modelling, reporting and insurance regulation. He has gained significant Actuarial risk modelling experience through AXIS & SQL model migration projects, and setting up valuation models in AXIS. Jayadevan has also worked in a risk manager capacity where he has developed recovery planning documents and is well versed with the guidelines and regulations for recovery planning.