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Actuarial Reports

With our new service “Pensions-Gutachten 4.0 – Digital trifft persönlich“ (Actuarial Expert Opinion 4.0 – digital meets personal”), we offer you a top combination from automated calculation and personal advice.

You hereby receive a reliable valuation of your personnel obligations – comfortably, quickly and professionally. Always perfectly tailored to meet your individual needs and requirements, of course. Our range of services includes, for example, digital expert opinions in accordance with German and international law for balance sheet purposes as well as due-diligence reviews and long-term forecasts. Furthermore, we also assume responsibility for the worldwide coordination of the actuarial valuations as Global Actuary.

 

Actuarial and financial expert opinions

By means of completely automated processes, we prepare digital expert opinions for your personnel obligations. This includes calculations with regard to pensions, anniversaries, part-time work for older employees, early retirement, death benefits and financial assistance. In addition to this, expert opinions for your Long-Term Incentives (LTI) or share option plans may also be prepared – both in accordance with German as well as with international law  (IFRS/US-GAAP). Your individual requirements will of course be taken into account in setting up the processes and interfaces. You thus always receive the valuation results suitable for you – reliably, safely and in top quality.

 

Mergers & Acquisitions

In particular with regard to company purchases and sales, the Actuarial Expert Opinion 4.0 offers decisive advantages: thanks to automated processes, prompt valuations of pension obligations are possible, based on different models. In the course of this, pension risks are identified, analysed and quantified. This is complimented by the presentation of post-merger activities – again on the basis of different models. As you see: we do everything in order to make possible risks calculable and to minimise them. The balance sheet is thus protected and the Shareholder Value increased. And finally, the target will have been achieved to complete the whole transaction successfully.

 

Risk analysis – simulation of future developments

The management of interest rate and longevity risks is essential for stable and successful pension benefit systems. For this reason, our risk analyses are comprehensive in scope: they include both the qualified estimation of future personnel obligations as well as that of the respective expenses and expected cash flow. Valuable: the long-term forecasts or simulations based thereon can show the effects of possible developments with regard to the expense and balance sheet side. And can thus make future cash flows plannable, as well.

 

Support with regard to pension and death benefit funds

As responsible actuary, we also support your in the management of your pension and death benefit funds. Our services in this respect include:

  • Agency activities
    • Provision of management board members and responsible actuary
    • BaFin reporting system
  • Asset Liability Management
  • Actuarial asset test
  • Arrangement and introduction of new rates and calculation bases

 

Global actuarial function

We offer a complete service package to multinational companies – virtually everything from a single source: We thus support you – together with our partners within the Abelica Global Network – in consolidating your pension benefit systems existing all over the world.  And at request, we also coordinate the actuarial assessments of the local actuaries – as global actuary.

 

Further administrative services

In addition to administrative activities which result from supporting your pension plans, we offer you: preparation of pension approval and non-forfeitability certificates, status notifications and pension adjustment notices – as well as brief confirmations regarding the earnings limits for contributions for PSVaG. Furthermore, we calculate cash values for severance payments and capital values within the framework of the Pension Rights Adjustment Act.

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