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Actuarial Consulting Services - Xerox · A cost-effective use of leading technology. We have a range of proprietary actuarial tools designed to allow real-time discussion and conclusion

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Page 1: Actuarial Consulting Services - Xerox · A cost-effective use of leading technology. We have a range of proprietary actuarial tools designed to allow real-time discussion and conclusion

Actuarial Consulting ServicesUnderstand, monitor and manage pension liabilities.

Page 2: Actuarial Consulting Services - Xerox · A cost-effective use of leading technology. We have a range of proprietary actuarial tools designed to allow real-time discussion and conclusion

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Invest m ent

Cove

nant Funding

Commercial, professional and pragmatic advice tailored to your needs. We have a proactive, delivery-focused attitude and pride ourselves in taking a collaborative approach with trustees and sponsors, while providing clear, sound advice. We work with over 200 clients providing scheme actuary services or actuarial advice to corporate sponsors, specialising in mid-sized private sector defined benefit (DB) plans.

A team of dynamic, hands-on and enthusiastic advisers. We create expert teams who are committed to providing you with the high-quality services that you require.

Our 70 experienced professionals (35 actuaries and 35 actuarial analysts) are backed up by expert technical support and compliance staff.

We have dedicated employer covenant expertise and work seamlessly with our investment consulting colleagues to ensure our clients benefit from a truly integrated approach.

The actuarial services available to clients continue to evolve with changes in legislation and developments in technology. At Xerox HR Consulting, we always listen to ensure that we fully understand your requirements so you receive precisely the services that you need.

The key elements of our approach are :

Page 3: Actuarial Consulting Services - Xerox · A cost-effective use of leading technology. We have a range of proprietary actuarial tools designed to allow real-time discussion and conclusion

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A cost-effective use of leading technology. We have a range of proprietary actuarial tools designed to allow real-time discussion and conclusion of funding negotiations, together with the ability to monitor key plan financials regularly through our online Global Vision® platform.

A comprehensive and market-leading take-on service resulting in a smooth transition. As a growing business, we have considerable experience in taking on new appointments and have robust and proven processes to ensure all aspects of service delivery are managed correctly, completely and with minimal disruption.

9 Scheme actuary services 9 Pension scheme design

9 Accounting under UK and international standards 9 PPF levy mitigation

9 Employer covenant assessment services 9 Funding negotiations

9 Liability management services, including insured buyouts and buy-ins

9 Mergers and acquisition advice

9 Expert witness

Actuarial services to trustees Actuarial services to corporate sponsors

Our expertise covers a wide range of subjects:

Page 4: Actuarial Consulting Services - Xerox · A cost-effective use of leading technology. We have a range of proprietary actuarial tools designed to allow real-time discussion and conclusion

“Our actuary is excellent. He works very hard on our behalf. He is very proactive and I can’t fault him.”

“They are very professional and very good communicators. I would recommend them to others.”

“They are very professional in their approach and I do genuinely see this relationship as a partnership. They are very easy to work with.”

“They are always very professional in their trustee presentations and use language that the trustees understand. (The Scheme Actuary) is a very good communicator.”

What Our Clients Say

Talk to Us

We would welcome the opportunity to talk to you about your defined benefit arrangements and how we can help with actuarial services. For an initial meeting, with no obligation, please contact:

[email protected] | 0800 066 5433

Xerox HR Consulting and Xerox Benefit Administration Services are UK trading names of the following. Buck Consultants Limited (registered number 1615055), Buck Consultants (Administration & Investment) Limited (registered number 1034719) and Buck Consultants (Healthcare) Limited (registered number 172919) are private limited liability companies registered in England and Wales and all have their registered office at 160 Queen Victoria Street, London EC4V 4AN. Buck Consultants (Administration & Investment) Limited and Buck Consultants (Healthcare) Limited are authorised and regulated by the Financial Conduct Authority.

©2016 Xerox Corporation. All rights reserved. Xerox® and Xerox and Design® are trademarks of Xerox Corporation in the United States and/or other countries. BR12002

Many of our clients have been with us for many years, demonstrating the unique way in which we treat our relationships.