Actuarial Support for Directive Friendly Societies and Insurers

We can provide all levels of service from Chief Actuary and With Profits Actuary to the complete actuarial team.

This includes calculation of technical provisions, assessment of the risks of writing new policy types, and discussion with the Board to help formulate policy. We are focused on a positive solutions based approach to your problems. We want your firm to succeed and develop in the future. Our team has real depth of experience of your sector.

Key Benefits

  • Actuarial advice tailored to your requirements.
  • Positive solutions to your financial requirements
  • The advantages of an in house resource without the costs.
  • Support on all of the key financial reporting standards
  • Support to the Board and to internal staff giving suitably senior advice.
  • Cost effective service.
  • Quality service.
  • Aim to be part of your team and see problems from your perspective.

Capabilities

We provide the actuarial team for proprietary and mutual companies and friendly societies. Our clients are established in the UK and in offshore territories. We have experience with unit linked, non-profit, traditional with profit and unitised with profit business.

We follow all of the developments of the PRA’s continuing changes in statutory reporting and have extensive experience of developing solutions to meet the requirements of Solvency II.

We can also provide just the individual acting as Chief Actuary or WPA to insurers, freeing up the internal team to concentrate on internal matters and providing the relevant experienced individuals to help you to provide high quality reporting and information for your Board and governance functions.

  • Statutory reporting

We work well with other professionals generating the right team spirit to achieve the deadlines required by the PRA for annual and quarterly reporting including the production of the reporting templates. We ensure that our reports fit into your business and not the other way around. We understand the reporting requirements of other “offshore territories” and can provide all of the support necessary.

  • Solvency Capital Requirement

We provide good quality support in calculating the Solvency Capital Requirement (“SCR”) for market risk, counterparty default risk, insurance risk and operational risk. We can also help design mitigating strategies to reduce the amount of capital required, where appropriate, and will help the Board discuss the capital position with the PRA.

  • Solvency & Financial Condition Report (SFCR) and Regular Supervisory Report (RSR)

We provide good quality support in calculating the Solvency Capital Requirement (“SCR”) for market risk, counterparty default risk, insurance risk and operational risk. We can also help design mitigating strategies to reduce the amount of capital required, where appropriate, and will help the Board discuss the capital position with the PRA.

  • Report and Accounts

We understand the requirements of accounting standards on the actuarial liabilities and can easily operate with the finance department to generate compliant accounts.

  • Own Risk Solvency Assessments (ORSA) and Forward Assessment of Solvency

We see the ORSA as an essential tool of the board in monitoring and controlling its levels of risk. We can help in the all areas for the ORSA from contributing to particular sections to a complete draft for the Board to discuss. A key part of the ORSA is the Forward Assessment of Solvency. Our Forward Assessment of Solvency is intended to be an inclusive document rather than just a technical actuarial document to ensure compliance. We focus on the key risks and prioritise our work (and your discussions) on the key points. We take fully into account your risk mitigation programme. We also never forget that the Forward Assessment of Solvency is a key part of your business plan.

  • Documentation

We can produce or review documentation in relation to Technical Provisions, ORSA, SCR and Actuarial Function Report.

  • Advice on bonus levels

We provide all of the actuarial support necessary to ensure new policies meet their profitability or bonus earning targets. We always report on new policies in a full which allows the board to make all of the decisions on whether to proceed with the new policy type and how to monitor and mitigate risks. Likely new business strains and impact assessments are standard to the final report. We can provide all of the support on PRA and FCA disclosure.

  • Product development

We provide all of the actuarial support necessary to ensure new policies meet their profitability or bonus earning targets. We always report on new policies in a full which allows the board to make all of the decisions on whether to proceed with the new policy type and how to monitor and mitigate risks. Likely new business strains and impact assessments are standard to the final report. We can provide all of the support on PRA and FCA disclosure.