Appraisals

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Pension funds must be able to guarantee at all times
that they can meet their commitments. Our certified
experts work in accordance with legal requirements,
the guidelines issued by the Swiss Chamber of Consulting
Actuaries, and specific requests from pension funds.

Customer confidence resides first and foremost in our high level of competence, and for a good reason: we take great care to maintain it. Professionalism and precision are two of our most important values. Our team consists of specialised actuaries in this field and highly qualified experts in occupational benefit planning. They benefit from a deliberate policy of in-service training, which allows them to evolve and keep abreast of the latest developments in this field.

Transparency
Pension planning is a complex and technical field, where confidence is built on expertise, transparency, and strong interpersonal skills. We place particular importance on reliable and impartial opinions. Our reports are clear, concise, and meticulous, providing added value for our clients.

Solid expérience
Our actuarial appraisal service is open to all pension funds. As certified LOB experts (Swiss federal law for occupational benefit planning), we work with private and public pension funds, whether they offer a primacy of benefits or primacy of contributions scheme, as well as with institutions legally registered in Switzerland or those that are linked to an international organisation. Our solid experience as certified LOB experts with a passion for occupational benefit planning makes us the perfect partner for you.

Main services

  • Certified technical assessment and annual certification by an expert
  • Periodic actuarial appraisals
  • Coaching on specific topics (e.g. cover shortfall)
  • Managing reinsurance alternatives
  • Verifying legal conformity

Contact

For further information, please contact Mr Stéphane Riesen.