Financial Services
Meet our Financial Services Team
Assisting Entities Across Financial Services
PFS bring our wide ranging actuarial, risk, finance and governance expertise to provide insight and oversight across financial services sector with a particular focus on banking, insurance and superannuation.
Global speciality lines insurance group
PFS have project managed the Australian insurance license application of a global specialty lines insurer. We combined our expertise across local regulatory requirements, insurance, risk management, capital, actuarial, audit and governance to help finalise their business plan, assess the internal business case and work through the APRA licensing process.
Reserve Bank of New Zealand
PFS undertook a review of insurance supervisory settings in response to the introduction of IFRS17 for the NZ General Insurance sector
Integration of purchased life insurer
PFS have project managed the integration of a small Australian life insurer purchased by another APRA-licensed life insurer. We combined our expertise across local regulatory requirements, actuarial valuation and insurance knowledge, risk management, capital, audit and governance to help manage the integration and licensing requirements.
Valuation of Long term incentives for an ASX10 client
PFS undertakes the valuation of a complex range of Long Term Incentive (LTI) benefits granted by the Company to its executives. In addition, PFS provides final and interim monitoring reports to the Remuneration Committee. These reports keep the company up-to-date on the progress of market-based performance hurdles and give shareholders peace of mind that the assessments are calculated independently and using industry accepted methodologies under AASB2..
Meet our Financial Services Team
Assisting Entities Across Financial Services
PFS bring our wide ranging actuarial, risk, finance and governance expertise to provide insight and oversight across financial services sector with a particular focus on banking, insurance and superannuation.
Global speciality lines insurance group
PFS have project managed the Australian insurance license application of a global specialty lines insurer. We combined our expertise across local regulatory requirements, insurance, risk management, capital, actuarial, audit and governance to help finalise their business plan, assess the internal business case and work through the APRA licensing process.
Reserve Bank of New Zealand
PFS undertook a review of insurance supervisory settings in response to the introduction of IFRS17 for the NZ General Insurance sector
Integration of purchased life insurer
PFS have project managed the integration of a small Australian life insurer purchased by another APRA-licensed life insurer. We combined our expertise across local regulatory requirements, actuarial valuation and insurance knowledge, risk management, capital, audit and governance to help manage the integration and licensing requirements.
Valuation of Long term incentives for an ASX10 client
PFS undertakes the valuation of a complex range of Long Term Incentive (LTI) benefits granted by the Company to its executives. In addition, PFS provides final and interim monitoring reports to the Remuneration Committee. These reports keep the company up-to-date on the progress of market-based performance hurdles and give shareholders peace of mind that the assessments are calculated independently and using industry accepted methodologies under AASB2..
Contact us for more detailed information about our capabilities
Core Strengths
PFS combined our broad actuarial and risk knowledge across a wide range of financial services companies.
- Product design
- Pricing and underwriting
- Strategic positioning and distribution
- Capital requirements
- Liability valuation
- Risk management
- Executive remuneration valuations
- APRA and AFSL Licensing
Recent Articles
Recent Articles
We have worked with
