Key Benefits

Full visibility

Understand whether your funding plan is on track and explore the impact of varying contribution patterns and asset returns.

Funding assumptions

Explore the impact of changes in assumptions on scheme funding so that you will have a clearer picture of your position.

De-risking

Develop and implement de-risking journey plans that enable you to set triggers signalling when to de-risk and, if your ultimate target is to buy-out your liabilities, you can continually assess the attractiveness of transacting a bulk annuity contract to help you pick the right moment to engage with insurers.

Risk assessment

Understand and manage key financial and demographic risks and their impact on you expected returns, funding and journey plans.

Modules applicable to Trustees:

Tracker Module
The Tracker Module enables you to check, at a glance, what your funding status is as well as the progress that you have made towards meeting your objectives on a range of different bases, including technical provisions, solvency and self-sufficiency.
What-if Module
The What-if Module explores interactively the impact of market movements and key variables that drive the financial position of your scheme allowing you to make key strategic decisions more effectively.
Modeller Module
The Modeller Module allows you to perform deep, interactive, asset liability modelling in order to support your strategic planning and asset allocation decisions.
Risk Module
The Risk Module helps you, in an intuitive and easy way, to identify, understand and manage your key financial and demographic risks within your plan helping to prompt, support or challenge potential changes in your investment strategy.
Triggers Module
Triggers helps you take action, in order to take advantage of market opportunities, by monitoring markets and your scheme’s position daily and flagging when pre-configured funding or market triggers are hit.
Bulk Annuity Module
The Bulk Annuity Module monitors the affordability and attractiveness of a bulk annuity transaction for your scheme, using live pricing information provided by the leading insurers, allowing you to quickly identify opportunities to reduce risk.
Projections Module
The Projections Module compares the financial position of your scheme against scheme-specific funding targets and allows you to explore the impact of varying contribution patterns and asset returns on future development, providing you with the information you need for funding negotiations and to understand investment strategy changes.

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