AKTUAR Betriebsliche Vorsorge

What AKTUAR Betriebsliche Vorsorge does

AKTUAR Betriebliche Vorsorge GmbH is an Austrian specialty actuarial consulting firm headquartered in Vienna (Wiedner Gürtel 13) with a branch office in Innsbruck (Herzog-Otto-Straße 8). Founded in 2015 and majority-owned (90%) by TPA Steuerberatung GmbH — a tax advisory group spanning 11-12 Central and Eastern European countries — with Managing Director Johannes Wirius, BA, holding the remaining 10%, the firm operates alongside its affiliated Versicherungsmathematik entity (founded 1995) under the AKTUAR Group umbrella. Its core services are financial and actuarial opinions on personnel provisions (pensions, severance payments, jubilee bonuses) under Austrian (EStG, UGB, AFRAC 27), German (BilMoG), international (IFRS/IAS 19, US-GAAP/ASC 715-20, FRS 17) and municipal (VRV 2015) accounting standards, complemented by Asset-Liability-Management studies (with BWCI Group), international pension plan administration including the Blue Riband Plan, insurance brokerage for occupational pensions, and personnel insurance.

The firm builds and continuously enhances a proprietary technology stack: a self-programmed actuarial calculation engine adaptable to complex regulations and client-specific output structures, the Abelica Account online consolidation platform for international benefit plans, and AKTUAR Cloud (256-bit TLS, Austria-hosted) for secure data exchange, plus a public-facing Vorsorgerechner advisory tool. Its distribution is exclusively direct B2B enterprise field sales, with multi-year project-based engagements averaging 10-13 weeks for ALM studies, supported by thought-leadership content (monthly discount rate recommendations), LinkedIn, Abelica Global conferences, and ANKÖ-listed public procurement eligibility. Customers include a diversified roster of large Austrian and multinational enterprises such as Österreichische Post AG, Schoeller-Bleckmann Oilfield Equipment AG, Kika Leiner Group, Wiener Privatbank, Semperit, S&T AG, Flughafen Wien AG, Kapsch Group, Habau Group, Stadtwerke Bregenz, Buwog Group, Constantia Flexibles, Zumtobel Group, Brauunion Österreich AG, WIFO and Universität Innsbruck.

Revenue mechanics are project-based professional services with individually quoted fees and no public pricing; the firm monetizes through actuarial consulting engagements, insurance brokerage commissions, and ALM/ALM-adjacent studies, with international reach facilitated by its membership in Abelica Global (26 countries) since 2011 and BWCI Group cooperation. Headcount is reported at 1-10 firm-wide with a core team of 7+ actuaries, and no funding events, M&A, or public financial disclosures are present in the record.

Name

AKTUAR Betriebsliche Vorsorge

Legal name

AKTUAR Betriebliche Vorsorge GmbH

Website

https://aktuar-group.at

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

AKTUAR Betriebliche Vorsorge is a Vienna-based actuarial consulting firm providing personnel provision valuations, ALM studies, international pension plan administration, and insurance brokerage for large Austrian and multinational corporations, operating as a 90%-owned subsidiary of TPA Steuerberatung GmbH within its Central and Eastern European tax advisory network.

Ownership category

akta.pro rank

Product category

Actuarial Consulting Services

NAICS

Human Resources Consulting Services (541612), Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Consulting Services (8742), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Compensation, Benefits & Rewards Consulting (BPAHAGAF)

akta.pro secondary industries

Employee Benefits Brokerage & Consulting (FSAEADAC), Compensation, Benefits & Total Rewards Advisory (BPACAJAG), International Benefits Administration & Global Benefits Brokerage (BPACAHAG)

Keywords

• Actuarial consulting services
• Personnel provisions valuation
• Occupational pensions advisory
• Insurance brokerage pensions
• Asset liability management

Headquarters

HQ city

Vienna

HQ country

Austria

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Actuarial Consulting Services: Financial and actuarial expert opinions on personnel provisions (pensions, severance, jubilee bonuses, annuity calculations) under Austrian and international accounting standards. Project-based engagements with delivery of written reports and presentations.
2. Insurance Brokerage (Betriebliche Vorsorge): Insurance intermediary services for occupational pension products, providing independent insurance concepts for pension commitments. Operates as an independent insurance broker offering product comparison and brokerage services.
3. Asset-Liability-Management Studies: ALM studies for contribution- and benefit-oriented pension plans, conducted in cooperation with BWCI Group Limited. Typically project-based engagements lasting 10-13 weeks.
4. International Pension Plan (IPP) Services: Advisory and administrative services related to international pension plans (IPP/Blue Riband Plan) for expatriates and multinational companies.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

AKTUAR Betriebliche Vorsorge provides B2B actuarial consulting services for personnel provisions (pensions, severance, jubilee bonuses) under Austrian, German, and international accounting standards, asset-liability-management studies for pension plans, global benefit consolidation through the Abelica Account, and independent insurance brokerage for occupational pension products. Services are delivered to Austrian large corporates, multinationals, and public-sector entities through project-based engagements, supported by proprietary calculation software and the firm's ANKÖ-certified procurement eligibility.

Product overview

AKTUAR is a specialized actuarial services firm offering a comprehensive portfolio of interconnected professional services. The core offerings include Versicherungsmathematische Gutachten (actuarial opinions on personnel obligations under Austrian and international accounting standards), Globales Aktuariat (global actuarial services including Abelica Account for consolidated reporting), and Asset-Liability-Management studies. For corporate clients, the Betriebliche Altersvorsorge division provides company pension solutions, Personenversicherung (personal insurance brokerage), and Internationale Pensionspläne (international pension plans) including the Blue Riband Plan. An advisory tool (Vorsorgerechner) supports individual pension planning. The service ecosystem is supported by proprietary calculation software, the Abelica Account online platform, and international partnerships through Abelica Global and BWCI.

Differentiator

Problem solved

Functional benefit

Products and services

• Versicherungsmathematische Gutachten (Actuarial Opinions) Financial and actuarial expert opinions for personnel obligations (pensions, severance payments, anniversary bonuses, part-time work arrangements) prepared according to Austrian (EStG, UGB), German (BilMoG), international (IFRS, US-GAAP) and municipal (VRV 2015) accounting standards. Delivered to enterprises and public-sector entities as written expert opinions.
• Globales Aktuariat (Global Actuarial Services) International actuarial services for multinational corporations, including central processing and consolidation of personnel obligations under IFRS or US-GAAP, worldwide benefit audits, M&A due diligence on personnel obligations, and global benefit management coordinated through the Abelica Global network.
• Asset-Liability-Management (ALM) Asset-liability management studies for contribution-based and benefit-based pension plans, conducted in cooperation with BWCI Group Limited. Includes actuarial projections of future payment flows, biometric decrement modeling (disability, death, turnover), dynamic investment strategy modeling, and risk/return-efficient asset-allocation recommendations for pension-plan funding.
• Betriebliche Altersvorsorge (Company Pension Scheme Consulting) Occupational pension consulting for companies, providing tailored company pension concepts and support in optimal implementation, communication, and administration of pension plans for employees of corporate clients.
• Personenversicherung (Personal Insurance Brokerage) Insurance brokerage for occupational pension commitments as an independent insurance broker, including risk analysis, provider comparisons, multilingual portfolio management, multinational pooling, claims handling for company accident and health insurance, and ongoing administration of corporate insurance policies.
• Internationale Pensionspläne (International Pension Plans / IPP / Blue Riband Plan) International pension plans (IPP) for mobile employees of multinational companies, offering the Blue Riband International Retirement Plan in cooperation with BWCI Pension Trustees Limited as a cost-effective and flexible occupational pension solution for globally mobile workforces.

Quantifiable outcome

• Project delivery in 10-13 weeks on average for ALM studies
• +2 more outcomes

Named customers16 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered core and minor.

• TPA Steuerberatung GmbHcoreOthers · 1 January 2015TPA Steuerberatung GmbH is the parent company of AKTUAR Betriebliche Vorsorge GmbH, owning 90% of shares. TPA is a tax advisory firm operating across 11-12 countries in Central and Eastern Europe. The relationship provides AKTUAR with access to tax, auditing, and management consulting expertise, enabling comprehensive advisory services for multinational clients. Johannes Wirius holds 10% of AKTUAR BV shares.
• Abelica GlobalcoreStrategic or Co-development Partner · 1 January 2011AKTUAR has been a member of Abelica Global since 2011, an international network of independent actuaries and consultants operating in 26 countries across all continents. The partnership enables worldwide consulting on occupational pensions, insurance, and financial investments. AKTUAR actively participates in Abelica working groups on personnel provisions and business development in Europe, and contributes to international project execution. The network generates several million euros in annual revenue from joint projects.
• BWCI Group LimitedcoreStrategic or Co-development PartnerAKTUAR cooperates with BWCI Group Limited (founded 1979, ~120 employees, Guernsey Channel Islands), the largest actuarial and consulting firm on the Channel Islands. BWCI is also a member of Abelica Global. Together they conduct Asset-Liability-Management (ALM) studies for contribution- and benefit-oriented pension plans. BWCI also offers the Blue Riband International Retirement Plan for mobile employees of multinational companies. AKTUAR provides Austrian market expertise while BWCI provides international pension administration.
• Allrisk Leue & NillminorChannel Partner/ Reseller/ DistributorAKTUAR partners with Allrisk Leue & Nill, an international insurance broker. The partnership combines complementary core competencies to offer comprehensive services in occupational pensions. Allrisk provides expertise in property and casualty insurance (business interruption, construction/installation, transport, legal protection, D&O insurance), while AKTUAR focuses on occupational pension solutions. Both companies are independent members of global expert networks and are considered market leaders in Austria.

Scale indicators5 records

Recent moves7 records

Expansion highlights6 records

Broad incumbents

• Korn Ferry: Global organizational consulting firm whose Hay Group division provides rewards, benefits, and actuarial advisory. A broader incumbent offering overlapping compensation/benefits consulting at a much larger scale than AKTUAR.
• KPMG: Big-4 firm offering actuarial and pension advisory services in Austria and CEE. Overlaps with AKTUAR on enterprise actuarial opinions and IFRS reporting, particularly where audit independence rules apply.
• PwC: Big-4 actuarial and reward consulting practice covering pension valuation, IAS 19 reporting, and cross-border employee benefits. Competes for the same large Austrian and CEE corporate mandates AKTUAR targets.
• Deloitte: Big-4 firm with global actuarial and reward practices serving multinational pension valuations, ALM studies, and IFRS compliance — adjacent competition for AKTUAR's larger Austrian corporate clients seeking single-firm delivery.

Direct peers

• Mercer: Global actuarial, benefits, and investment consulting firm with deep occupational pension and IFRS/US-GAAP valuation capabilities. Directly competes with AKTUAR for Austrian and multinational pension mandates, though at vastly larger scale across 130+ countries.
• Willis Towers Watson (WTW): Global advisory firm offering actuarial consulting, pension risk management, and ALM studies across all major accounting standards. Competes head-to-head with AKTUAR on enterprise pension valuation and international benefit consolidation mandates.
• Aon: Global professional services firm with a sizable actuarial and retirement consulting practice. Overlaps with AKTUAR on occupational pension advisory, ALM studies, and multinational benefit plan management.
• Buck Global: Specialized actuarial, benefits, and HR consulting firm focused on retirement, pension, and health & welfare programs. Closely comparable in service mix to AKTUAR, though US-headquartered and operating at larger scale.

Regional players

• Lurse: Germany-headquartered actuarial and HR consulting firm specializing in occupational pensions, compensation, and benefits. Comparable to AKTUAR in niche focus and DACH market presence, though larger and Germany-focused rather than Austria-focused.

Others

• BWCI Group Limited: Channel Islands-based actuarial and pension administration firm and fellow Abelica Global member. Functions as AKTUAR's ALM co-delivery partner for IPP/Blue Riband work; offers comparable actuarial services in its home jurisdictions.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/aktuar-versicherungsmathematik-gmbh

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AKTUAR Betriebsliche Vorsorge