Pension Funds

Genesis is experienced in all aspects of pension fund work, including:
• Pension fund valuations, benefit design and costing;
• Individual member benefit calculations or projection of pension benefits;
• Calculating individual transfer values;
• Advising on pension increases policy documents;
• Mergers and Acquisitions - implications and integration of long term benefits;
• Experience analysis;
• Surplus apportionment advice and calculations;
• Pension Fund liquidations;
• Modeling of liabilities for investment strategy planning;
• Costing of post retirement medical scheme premiums (AC116 / IAS19);
• Regulation 28 investment compliance certificates;
• Facilitation of trustee training;
• Independent advice on appointing service providers.