Life Insurance Consulting
Meet our Life Insurance Team
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
Credit provider engaged PFS to conduct due diligence on a third party with respect to the financial and life elements of the arrangement. We recommended mitigants to address key risk areas.
Meet our Life Insurance Team
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
Credit provider engaged PFS to conduct due diligence on a third party with respect to the financial and life elements of the arrangement. We recommended mitigants to address key risk areas.
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.
- Insurance product knowledge
- Underwriting guidelines
- Australian regulatory requirements
- Appointed actuary
- Liability valuation
- Capital requirements
- Reinsurance and speciality lines expertise
- Insurance market strategy
Core Strengths
We have extensive Retail and Group Life insurance knowledge built from years of experience and are independent of insurance product providers.
- Insurance product knowledge
- Underwriting guidelines
- Australian regulatory requirements
- Appointed actuary
- Liability valuation
- Capital requirements
- Reinsurance and speciality lines expertise
- Insurance market strategy
Recent Articles
Recent Articles
We have worked with
