Consulting, training and expert opinion

As partners, we are experts in all matters concerning pension funds and provision funds. Our offer is correspondingly comprehensive so that you can use it modularly.

Actuarial advice

  • Funding concepts, plan design
  • Profit and loss analyses
  • Risk analyses, reinsurance requirements and concepts
  • Optimisation of occupational benefit concepts
  • Restructuring concepts
  • Advice and support for mergers, (partial) liquidation and distribution plans
  • Benchmark studies
  • Analysis of occupational benefit obligations within the framework of mergers and acquisitions, including due diligence audits
  • Dynamic and customised indicator system as a management instrument for your pension fund

Actuarial activities required by law

The activities required by law are carried out by accredited pension actuaries. All our actuaries are recognised by the supervisory oversight commission for the occupational pension system (OAK). We prepare comprehensive, well-structured actuarial reports for statutory audits with clearly formulated certificates and recommendations.

Pension Governance

We analyse all the processes in your pension fund and help you recognise timely your strengths as well as your areas for improvement.

Legal advice

We support your pension fund in all legal issues and problems.

Training

We provide customised training for the members of your board of trustees and for your employees working in the area of occupational benefits

Local and international accounting standards

The compilation of calculations and reports in accordance with IFRS (IAS 19), US-GAAP (ASC 715-30) and Swiss GAAP FER 16 & 26 is one of our core competencies. Our specialists discuss with you the actuarial and economic assumptions, the results of calculations and their implications for your accounts. The relevant key figures in the balance sheet are of course also projected into the future if required.