Work smarter. Act faster. See further.

Actuarial functionalities for Excel workbooks.

Created by a Canadian pension actuary to perform actuarial valuations and administration tasks.

Easy to use and powerful

The Actuarial Excel Addin turns the Excel workbook into a workbench for actuaries and pension plans' administrators.

With fully parameterized annuity factors and looping facility, it saves times and increases productivity.

Work smarter. Act faster. See further.

  • Use pre-built actuarial functions
  • Use the same workbook for all the benefits calculations of a pension plan
  • Loop on data to produce actuarial valuations, annual pension statements, ...
  • Have access to monthly statistics via addin functions:
    • Interest rates for commuted value
    • Inflation
    • Salary increase
    • Financial market quotes
  • Have access to quarterly statistics via addin functions:
    • Old Age Security pension amounts
  • Have access to annual statistics via addin functions:
    • Canada/Quebec Pension Plans
    • Income Tax Act pension limits

Under the hood

  • Add-in developed and maintained by an experienced pension actuary
  • Used since 2005 by actuaries and pension administrators
  • Actuarial functions: äx:y, lx, tpx, tqx, vt, Äx
  • More functions: Eligibility dates, Average earnings, …
  • Annuity factors äx:y: immediate or deferred, with or without a co-annuitant, single or multiple interest rates (vector approach), single or multiple indexation rates (vector approach), frequency of payment, guaranteed period, percentage reverting to co-annuitant, period of payment, projection of mortality, …
  • Loop on data, do calculation on a separate worksheet and save individual results
  • More than 40 mortality tables including the CPM 2014 (Canada) and its mortality projection scales, Canada Census 2017-2019, U.S.A. Period Life Table 2017
  • Mortality tables and projection scales updated regularly
  • Add your own mortality tables and projection scales
  • Canadian statistics for the pension industry updated monthly
  • Annual licensing fee

Download and free trial

Step by step procedure for installation and registration of the Actuarial Excel Addin and/or Installation Video

System requirements

To install the addin, you need the following:

  • A PC (not MAC compatible)
  • Excel 2007 or newer
  • Windows XP, 7, 8, 8.1, 10 and 11 (beta version)

Download the installation file

Select an addin's version by clicking one of the following buttons:

Latest 4.5.0
Previous 4.4.5

Install the Actuarial Excel Addin on your computer

Uninstall the 'old' version of the Actuarial Excel Addin, if applicable.

Install the 'new' version by double-clicking the file ActuarialExcelAddin.msi that you have just downloaded.

Follow the instructions after launching the installation.

Email us your computer's key

Start Excel with the administrator's privileges

Start Excel with the administrator's privileges, i.e. right-click on Excel and select 'Run as administrator'.

On Excel's top menu, select 'Actuarial Addin > Registration'.

Make a copy of your computer key (in the upper box), by clicking on the button on its right. Click 'Close'.

Email a copy of your computer key to: administrator. (To paste your key in the email, press Ctrl-v.)

Register your Actuarial Excel Addin key

Check your emails, an addin key is coming your way

You will receive your addin key by email. Copy it, go to Excel (opened with administrator's privileges).

On Excel's top menu, select 'Actuarial Addin > Registration'.

Click 'Add a new key', paste your addin key (ctrl-v) in the empty box and click 'Add this key'.

Click 'Ok'.

That's all there is to it!

Restart Excel and you are all set to use the Actuarial Excel Addin's functionalities.

Click 'Close' and restart Excel.

Tutorials

Short videos hosted on Youtube

Overview

13 minutes

Overview of the addin's functionalities.

Installation and registration

7 minutes

A tutorial showing how to download the installation file, install the addin, obtain a registration key and register the key.

Annuity factors with the JS function

23 minutes

A tutorial showing how to produce annuity factors using the addin's functions JS and LX.

LX function

9 minutes

A tutorial showing how to produce LX vector with LX function.

CIA function

3 minutes

A tutorial showing how to use the CIA function to get the prescribed assumptions (interest rates, mortality) for the calculation of commuted values of pensions (Section 3500 of CIA's Standards of Practice).

Download the Cheat Sheet (pdf)

Create the Input and Results worksheets

15 minutes

A tutorial showing how to create a data worksheet, an input worksheet and loop on the data to create a results worksheet.

Print the "Statements" to PDF

11 minutes

A tutorial showing how to loop over the Data worksheeet and save an individual PDF for each record in the Data.

Add a custom mortality table

coming soon

A tutorial showing how to create a custom mortality table for the addin's function LX.

F.A.Q

Frequently Asked Questions

Contact

Contact Us

Location

Montréal, Québec, Canada

Call Us

+1 514 369 6225