Solution introduction
Pension schemes must align with new legislation by January 1, 2028, representing a major adjustment
Alloq, in collaboration with KPMG, developed the Performance Allocation module to assist asset managers in efficiently implementing the updated pension system. This module seamlessly integrates into existing administration systems, offering customization for involved parties
Validate regulatory data
We check portfolios for established limits and identify exceedances, such as the maximum solidarity reserve and filling percentages of premiums and excess returns.
Filling and distribution rules
Alloq sets guidelines per age cohort for interest rate hedging, allocation of excess return, filling percentage to solidarity reserve and distribution rules.
Allocation of returns
Gain immediate insight into allocated returns, protection returns and interest rate hedging per age cohort. Alloq automatically distributes returns according to the guidelines entered in our mandate feature.
Insight into solidarity reserve
Alloq accurately monitors the development of the solidarity reserve per age cohort, with insightful graphs for changes and additions.
Review scenarios and mandates
Check manual input and generated output with a four-eyes check. Use our review feature to easily give approval or request improvements from colleagues.
