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Retirement

The retirement fund team advises a range of clients from major corporations to small companies in both the public and private sector on a variety of retirement fund matters. Our practice is built on providing professional, independent advice with carefully maintained practice standards. We work closely with other professionals so are able to integrate our Actuarial capabilities with strategic and operational thinking. Our services to the retirement fund industry include, but are not limited to the following: 

  • Benefit design and review
  • Advice on conversion from defined benefit to define contribution
  • Valuation of defined benefit funds (including IAS19 disclosures)
  • Surplus Apportionment
  • Development of pension increase policy
  • Actuarial advice to defined contribution funds
  • Determination of defined contribution interest rate declarations
  • Modelling the financial impact of HIV/Aids
  • Impact of new legislation on retirement funds
  • Assistance with selection of fund administrator and investment managers
  • Due diligence calculations
  • Audit reviews
  • Estimation of replacement ratios based on different investment scenarios.
  • Investment advice:
    • Development of an investment philosophy that is consistent with the purpose of the fund
    • Assistance in development of detailed set of investment objectives and risk constraints
    • Stochastic modelling of investment scenarios and impact of these scenarios on the fund
    • Determining the portfolios that make up the efficient frontier
    • Asset Liability modelling
    • Design of a life stage investment model

 

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