| |
C&A works in all the areas of pension funds (Pre-existing, Negotation, Open and Individual Pensions Plans), as well as in the Social Security System field and welfare.
In this area C&A has a specific experience on administrative, financial and annuities management. C&A has been Advisor as support for Pension Funds and Finance Function.
Among the various types of consultancy offered by C&A we can find:
 |
Statutes, Rules and Conventions, assistance in the steps selection of administrative and financial managers of the Depositary Bank, of the Insurance Company and support in the authorization process; |
|
technical reports, also for public institutions that manage compulsory pension schemes; |
|
support in the transition from a defined benefit scheme to a defined contribution scheme; |
|
implementation of direct management of annuities; |
|
conversion procedure from a Pre-existing Pension Fund to a Contracted Out Pension Fund; |
|
positions as Director, Head of Open Pension Funds or of Individual Funds, Member of the Supervisory Board; |
|
• Advisor: assistance to the Board in the investment policy decisioni-making. Analysis and suggestions for modification and development of the above mentioned policy, ensuring consistency between objectives and results, interacting with the Finance Function; |
|
Finance Function: analysis of the social security needs of members, monitoring financial management, support to the Fund in asset allocation and selection of Financial Managers, preparing the document on the investment policy, support for strategic financial choices and about the mandates; |
|
support to Supplementary Health Funds: start-up, building new products focusing on the actuarial and regulatory environment, cost analysis, adequacy of technical basis, the economic sustainability of the technical balance-sheet; |
|
Asset-Liability Management, members' needs analysis and characteristics. Estimation of tolerance to the risk, also correlated with the coverage of the pension system; |
|
Employee Benefits. |
|
|
Social Security and
Welfare
Life Insurance
General Insurance
Solvency II and New
International Accounting
Standards (IAS / IFRS)
Corporate
Risk Management
|
