Summary
> Actuarial assessment of the DB redress liabilities
> Optional qualitative overlay
> Actuarial report compliant with professional standards
M&A Support
Who For?:
IFAs, their advisers, PI insurers
What For?:
CP23/24, M&A, insurance underwriting
What Do You Get?:
A full actuarial report detailing the results
What We Need
- Date of transfer, CETV paid, critical yield from TVAS, ceding scheme’s NRA, marriage details, name of ceding scheme
- If you are the adviser, you should have access to an up-to-date asset value. Otherwise, we will discuss an approach with you.
What We Do
- We use the data outlined above to calculate an estimate of the redress liability.
- Sunrise takes account of the DISP App 4 rules and assumptions as well as the underlying TVAS assumptions that were in force at the time of the transfer advice. Our approach has been tested – see chart.
- Assets taken into account based on actual MV or project in line with indices.