Life Insurance Consulting

Meet our Life Insurance Team
Jayesh Bhana PFS Consulting, Professional Financial Solutions 3

Jayesh Bhana

COO & Director

Thinus van der Merwe PFS Principal

Thinus van der Merwe

Senior Consultant

PFS Consulting Principal, PFS Consulting - Financial Services Boards, risk management implications

Ian Laughlin

Principal

Fred Rowly PFS Consulting, Professional Financial Solutions 1

Fred Rowley

Principal

David Rush PFS Consulting, Professional Financial Solutions 1

David Rush

Principal

Working with Life Insurers

Examples of where we've bought our core strengths to help our clients are provided in the case studies below.

Large life insurer

Group Life Insurer engaged PFS to conduct an independent assessment of operational risk with respect to a major superannuation fund partner. This incorporated in-depth analysis followed by recommendations to enhance existing operational controls and to better leverage data for further business benefit. by recommendations to enhance existing operational controls and to better leverage data for further business benefit.

Large reinsurance group

Major insurance player utilised the market advisory services of PFS to assist in the divestment of a life insurance asset. This included advice in relation to market assessment, deal structuring and negotiation.

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.

Due Diligence

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.

Contact us for more detailed information about our capabilities

Core Strengths

We have extensive Retail and Group Life insurance knowledge built from years of experience and are independent of insurance product providers.

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