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Life insurance and Wealth management

Life insurance Wealth management actuaries actuarial

Services

Life insurance and Wealth management

Actuaries & Consultants

At Deloitte, we are always looking for better ways of doing things to help you create operational efficiencies that add value to your business.

Wealth management and Life insurance

The life insurance industry faces challenges such as increased regulation, managing risk, accessing customers and distribution, and achieving operational and workforce efficiencies.

Being innovative and agile can help insurers overcome these challenges. At Deloitte, we are always looking for better ways of doing things to help you create operational efficiencies that add value to your business.

With an emphasis on quantitative modelling and strategic advice, we assist in:

  • Risk-based and regulatory capital
  • Mergers and acquisitions
  • Valuations
  • Unit pricing
  • Wealth management distribution, platform and customer insight strategies
  • Financial modelling and performance.

Thinking globally

Our close association with other parts of the firm, including our Risk Services, Insurance Accounting, and Strategy and Operations practices, enables us to develop solutions that can be integrated across life insurers and their broader financial services groups.

We think globally and bring our clients not just the best of us, but of all our global thought leadership and client experiences, so our clients can face their business challenges with confidence.

Services

Talk to us about:

  • The impact of regulatory changes for insurance, such as LAGIC and IFRS, and help design and embed supporting operational processes
  • Designing and conducting risk-based capital modelling (eg economic capital, target capital) for risk assessments and performance measurement of business units and products
  • Designing and rebuilding of your end-to-end actuarial modelling systems to the standard of industry best practice
  • Reassessing your pricing and product strategy
  • Conducting M&A due diligence and appraisal valuations
  • Leveraging data to drive customer retention and acquisition, underwriting processes and acceptances, and claims management processes
  • Providing a balanced view of the broader commercial and economic issues affecting the financial services and life insurance industries.

Contact us

Caroline Bennet

Caroline Bennet

Partner, Consulting

Caroline is a partner of Actuaries and Consultants...More

Services

Actuaries & Consultants

Deloitte has extensive experience in banking, life insurance, wealth management, health, general insurance, superannuation and valuations.

Services

Deloitte Private

Accounting services, Audit, Risk, Superannuation Advice, Tax, Wealth management, Family business planning, Superannuation

Key contacts

Caroline Bennet

Partner, Consulting

Careers

Life at Deloitte

People make Deloitte one of the best places to work. What’s great about the people? That’s an easy answer. They are exceptional. Each person is unique and valued for that, among the best and brightest in the business, and takes pride in his or her achievements and the success of others.

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Life insurance and Wealth management