Free from the pressure to sell other services clients can be assured advice is independent and unbiased. The normal areas covered are benefit design, funding, generic investment issues, corporate transactions and pension accounting
There is no desire to maximise short term benefits to TrustActuarial, but on the contrary to be in the relationship with our clients for the long haul. There is total focus on understanding our clients’ needs using the skill of listening; needs are then fulfilled in the most cost effective way.
Creative problem solving is our speciality fuelled by commonsense and pragmatism. Ideas, concepts and solutions are communicated in concise Plain English. Clients are empowered to make their own decisions in light of the facts and the circumstances of each case and we show no fear in expressing our opinions as a reference point.
We pride ourselves in being proactive so if circumstances change we prompt our clients to re-evaluate. Our clients receive attention, care and continuity of personnel.
The typical process is to present all the options and any necessary background to the issues. We then prompt discussions to aid in depth understanding and generate a firm recommendation. Our clients are empowered to make their own informed decisions, or often they can rely on the judgement of the actuary.
We have a core belief that actuarial services and pension consultancy should be supplied by different firms. The Pensions Regulator warns trustees they need assurance that risks associated with lack of segregation of duties are adequately controlled and managed.
TrustActuarial believes “it’s not just the numbers” – sure, we generate the numbers but we also give them dimension. What the present numbers are trying to tell us about the future is a question that can only be answered with the benefit of experience, knowledge and echoes of the past. We help our clients to answer “ Why and When and How and Where and Who ...”*
*Rudyard Kipling, The Elephant’s Child.
Market Volatility means difficulty if actuarial results are produced with delay resulting in the anguish of opportunities lost. Prompt actuarial results bring potential opportunities amid every difficulty. Favourable funding levels can be locked in before the chance has passed. Actuarial balance sheets plus key facts are targeted a few weeks after the effective date of the valuation if data is available promptly. Late actuarial valuations devalue their worth and usefulness