Related Articles
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.
Finalyse InsuranceFinalyse offers specialized consulting for insurance and pension sectors, focusing on risk management, actuarial modeling, and regulatory compliance. Their services include Solvency II support, IFRS 17 implementation, and climate risk assessments, ensuring robust frameworks and regulatory alignment for institutions. |
Trending Services
Risk Data Analyser
#Regtech
#DigitalTransformation
Risk Appetite Framework for Insurance
#RiskAppetite
#InsuranceRisk
IFRS 17 implementation
#IFRS17
#InsuranceAccounting
Finalyse BankingFinalyse leverages 35+ years of banking expertise to guide you through regulatory challenges with tailored risk solutions. |
Trending Services
AI Fairness Assessment
#ResponsibleAI
#AIFairnessAssessment
CRR3 Validation Toolkit
#CRR3Validation
#RWAStandardizedApproach
FRTB
#FRTBCompliance
#MarketRiskManagement
Finalyse ValuationValuing complex products is both costly and demanding, requiring quality data, advanced models, and expert support. Finalyse Valuation Services are tailored to client needs, ensuring transparency and ongoing collaboration. Our experts analyse and reconcile counterparty prices to explain and document any differences. |
Trending Services
Independent valuation of OTC and structured products
#IndependentValuation
#StructuredProductsValuation
Value at Risk (VaR) Calculation Service
#VaRCalculation
#RiskManagementOutsourcing
EMIR and SFTR Reporting Services
#EMIRSFTRReporting
#SecuritiesFinancingRegulation
Finalyse PublicationsDiscover Finalyse writings, written for you by our experienced consultants, read whitepapers, our RegBrief and blog articles to stay ahead of the trends in the Banking, Insurance and Managed Services world |
Blog
Finalyse’s take on risk-mitigation techniques and the regulatory requirements that they address
Regulatory Brief
A regularly updated catalogue of key financial policy changes, focusing on risk management, reporting, governance, accounting, and trading
Materials
Read Finalyse whitepapers and research materials on trending subjects
Latest Blog Articles
Contents of a Recovery Plan: What European Insurers Can Learn From the Irish Experience (Part 2 of 2)
Contents of a Recovery Plan: What European Insurers Can Learn From the Irish Experience (Part 1 of 2)
Rethinking 'Risk-Free': Managing the Hidden Risks in Long- and Short-Term Insurance Liabilities
About FinalyseOur aim is to support our clients incorporating changes and innovations in valuation, risk and compliance. We share the ambition to contribute to a sustainable and resilient financial system. Facing these extraordinary challenges is what drives us every day. |
Finalyse CareersUnlock your potential with Finalyse: as risk management pioneers with over 35 years of experience, we provide advisory services and empower clients in making informed decisions. Our mission is to support them in adapting to changes and innovations, contributing to a sustainable and resilient financial system. |
Our Team
Get to know our diverse and multicultural teams, committed to bring new ideas
Why Finalyse
We combine growing fintech expertise, ownership, and a passion for tailored solutions to make a real impact
Career Path
Discover our three business lines and the expert teams delivering smart, reliable support