Employee Benefits · Services & Software

Pension Valuation,
made institutional-grade.

End-to-end actuarial valuation of defined benefit pension funds — from member data ingestion to audit-ready disclosures. Backed by 10+ years of consulting expertise and powered by the CAAS Group software platform.

Standards
IAS 19 · IPSAS 39 · AS 15
Cycle Time
5× faster
Track Record
10+ years
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Live Engagement Snapshot
Defined Benefit Fund · Q2 2026
groupsActive Members
12,480
savingsPlan Assets (FV)
$ 412.8 M
request_quoteDBO
$ 458.1 M
verifiedDisclosure Status
Audit-Ready
What's Included

Two pillars. One outcome.

Pension Valuation from CAAS Group is delivered as a combined consulting engagement and software platform — so methodology, computation and disclosure stay perfectly aligned.

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Service · Consulting
Actuarial Advisory

Qualified actuaries partner with your finance, HR and audit teams across the full valuation lifecycle.

check_circlePlan-design review & benefit interpretation
check_circleAssumption setting (discount, salary growth, mortality)
check_circleExperience analysis & gain/loss attribution
check_circleAudit liaison & trustee/board presentations
check_circleFunding strategy & de-risking advisory
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Software · SaaS Platform
CAAS Pension Valuation

Cloud-native valuation engine that automates the full computation and disclosure pipeline.

check_circleMember data validation & cleansing engine
check_circleProjection & liability computation at scale
check_circleStochastic and deterministic scenario modelling
check_circleOne-click IAS 19 / IPSAS 39 disclosure pack
check_circleRole-based access, audit trail, version control
Platform Capabilities

Built for accuracy, speed and audit.

Every feature in the Pension Valuation platform is engineered around three principles: deterministic results, traceable workflows, and minimum cycle time from data drop to signed disclosure.

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Smart Data Ingestion

Upload member files in any format. The engine auto-maps fields, flags inconsistencies and reconciles to prior period.

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Assumption Library

Centrally managed mortality tables, discount curves and salary scales — versioned, reusable across funds and periods.

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Liability Engine

Vectorised computation of DBO, current service cost, interest cost and curtailments — runs in seconds, not hours.

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Sensitivity & Stress

One-click sensitivity to discount rate, salary growth, mortality. Stochastic add-on for funding-risk projections.

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Disclosure Pack

Auto-generated IAS 19 / IPSAS 39 notes, reconciliation tables and trustee report sections — ready for auditor sign-off.

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Governance & Audit

Granular roles, immutable audit trail, locked valuation snapshots and full reproducibility of every figure.

Standards & Regulation

Compliant out of the box.

The platform's disclosure engine is mapped directly to recognised actuarial and accounting standards — and updated as standards evolve.

verifiedIAS 19verifiedIPSAS 39verifiedAS 15verifiedUS GAAP (ASC 715)verifiedSECP GuidelinesverifiedTrust Deed Rules
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IAS 19 Disclosure Note
Defined benefit obligation reconciliation
Generated
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Sensitivity Analysis
±100 bps discount rate · salary growth
Generated
savings
Funding Position Report
Asset-liability reconciliation
Generated
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Trustee Report
Plan health · risk · recommendations
Generated
How It Works

From data drop to signed disclosure.

A four-stage workflow that compresses what used to take weeks into days — without compromising oversight.

1
Discovery

Plan rules reviewed, assumption framework agreed with management and auditors.

2
Data & Cleansing

Member data ingested into the platform, validated and reconciled to the prior valuation.

3
Valuation Run

DBO, service cost and sensitivities computed; results peer-reviewed by senior actuaries.

4
Disclosure & Sign-off

IAS 19 disclosure pack generated, presented to management and signed off for audit.

What You Receive

Deliverables.

A complete, audit-ready package handed off at the end of every valuation cycle.

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Actuarial Valuation Report
Signed report with methodology, assumptions, results and recommendations.
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IAS 19 / IPSAS 39 Disclosure Pack
Notes, reconciliation tables and sensitivity disclosures ready to drop into financials.
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Member-Level Data File
Cleansed, validated dataset with computed liabilities — exportable to CSV / Excel.
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Trustee & Board Deck
Presentation of plan health, funding position and recommended actions.
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Live Platform Access
Continued access to scenario modelling, what-if analysis and historical valuations.
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Auditor Liaison
Direct support to your external auditors during the year-end audit cycle.
Get Started
Ready to modernise your
pension valuation cycle?

Talk to a qualified actuary about your fund. We'll review your current setup, share a scoped proposal and demonstrate the platform on real data.

Book a Consultation