WHAT WE DO

Our staff have acquired extensive knowledge, experience and expertise in executing advisory services in employee benefits, life insurance, banking, health and general insurance, and investments in Africa. We are uniquely placed to provide professional, tailor-made and well-thought solutions for our clients.

OUR SERVICES

IFRS 17 Consulting Solutions/ Services

  • Pre-Implementation planning
  • Training and Interpretation of the IFRS 17 Standard
  • Gap Analysis
  • Project Implementation Planning
  • Implementation of the IFRS 17 Standard
  • Quality Assurance

Life Insurance Consulting

Our consultants provide a range of advisory services to the life insurance sector including:

  • Actuarial Valuations of Life Funds
  • Preparation of Financial Condition Reports
  • Embedded value calculations
  • Capital and Risk modelling
  • Product Development and Review
  • Feasibility study and Experience Review
  • Financial Budgeting and Business case planning
  • Analysis of Surplus calculations
  • IFRS training and Consulting
  • Reinsurance Optimization
  • Development and review of management policies and procedures
  • Provision, training and support on actuarial systems

General and Health Care Insurance Consulting

We provide a range of services to our clients on varied key issues such as:

  • Actuarial Valuation of claims and premium reserves
  • Preparation of Financial Condition Reports
  • Claims and Expenses experience analysis
  • Product development and Reviews
  • Financial Budgeting and business case planning
  • Feasibility study on various industry aspects
  • Analysis of Surplus calculations
  • Embedded value calculations
  • IFRS training and Consulting
  • Development and review of management policies and procedures.
  • Capital and Risk Modelling
  • Reinsurance Optimization
  • Provision, training and support on actuarial systems

Pension Fund Consulting​

  • Strategic advice on the design, benchmarking and implementation of retirement benefits schemes.
  • Actuarial valuation of pension schemes and provident funds to comply with the requirements of the Retirements Benefits Act.
  • Advice on scheme conversions.
  • Actuarial reviews for defined contribution schemes and advice on interest allocation to members and formulating of reserve and interest allocation policies.
  • Advice on optimal Funding and Investment Strategies.
  • Advice on the pension aspects of corporate sales or purchases, mergers, and management buy-outs.
  • Establishment and advice on industry-wide schemes.
  • Individual and executive pension planning.
  • Pension cost accounting.
  • Advice and practical assistance on winding-up pension schemes.
  • Support to in-house administration schemes.
  • Trustee Training
  • Member Education Sevices

Investment Consulting​

We provide assistance and guidance to empower Trustees of institutional funds such as retirement funds in the following ways:

  • Development of Investment Policies
  • Guidance on Asset Allocation
  • Development of Key Performance Indicators
  • Independent Asset Consultancy
  • Investment Research and Analysis
  • Trustee and Member Training
  • Performance Review

Post Retirement Medical Consulting

We have gained industry expertise in the provision of consultancy services for the development and implementation of a Post Retirement Health Cover in the following areas:

  • Strategic advice on the design, benchmarking and implementation of post-retirement medical benefit schemes.
  • Advisory on the technical and administrative requirements.
  • Actuarial valuation of post-retirement medical schemes.
  • Advice on optimal Funding and Investment Strategies
  • Review of the legislative framework in Kenya.
  • Establishment and advice on industry-wide post-retirement medical schemes.

Management Consulting

  • Review of Business Models
  • Review of Operations of Departments
  • Expense Analysis
  • Recommendation and Implementation of Efficient Business Processes.

IT Services

We have recently played a significant role in the design and deployment of Management Information Systems (“MIS”), especially in the following areas::

  • Development of software systems
  • Data Mining Modules
  • Data Integrity and Forensics Modules
  • Unit-linked Investment Systems
  • Pension Administration System

Enterprise Risk Management​

  • Risk Assessment
  • Risk Modelling
  • Regulatory Compliance (Basel II)
  • Alternative Risk Transfer Consulting
  • Development of Risk Management Frameworks