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CaseWare for Pension Funds ensures you are always compliant with FSB disclosure requirements

CaseWare's Annual Statutory Financial Statements for Pension Funds tool automates the production of your pension fund financial statements and ensures that you remain up to date with any statutory changes from the Financial Services Board (FSB).

Automation and electronic submission

Driven by CaseWare technology, the powerful pension fund financial statements solution automates the production of time-consuming Annual Statutory Financial Statements. You can electronically submit the completed Financial Statements to the FSB and easily manage and track your submissions.

Trusted compliance

Our pension funds software ensures that you are always fully compliant with FSB disclosure requirements. You can rely on our expert content partners to provide you with the latest compliance or disclosure changes; we make sure that any adjustments are reflected in the programme so that you remain up to date at all times.

Save time and increase efficiency

CaseWare’s design is responsive and easy to use, which means that you save time on all engagements. Our software has been proven to boost efficiency by up to 1000%, which translates to impressive gains in productivity.


We can provide templates for individual and umbrella pension funds, which provides you with access to exactly what you need to streamline your entire process.

  • Submit electronically to the FSB
  • Any accounting application is supported
  • Import the current year trial balance, prepare the finanicals and pass any journals using CaseWare

We recommend combining our leading desktop financial preparation tool and Cloud platform to give your practice the edge it needs in this highly competitive market space. CaseWare Cloud gives staff the flexibility to work on financial statements regardless of time and location. When they access financial statements on CaseWare Cloud, you will have peace of mind knowing that they're working with the most up-to-date version – as changes made across the team automatically sync to the master copy.


Collaborate in ways not possible before with one centralised location for all your staff, clients and other stakeholders.

Client portal

Share files quickly and easily. Provide clients with custom dashboards for helpful views into the engagement process.

File management

Enjoy a full document management system with built-in archiving, retention and back-up capabilities.

Centralised engagements

Monitor the status of engagements from any web-enabled device. Engagement files are also stored in CaseWare Cloud, which means automatic back-ups and no need for expensive servers.


Leverage built-in roles for easy rights management, or create your own.

Promotes mobility and flexibility

The Cloud-based financial statement software allows access to real-time data – anytime and anywhere –and improves productivity and client service.

Engagement Management

Track and monitor every aspect of your engagement for optimized efficiency and profitability.

Task management and timeline analysis

Task functionality allows users to assign tasks to individuals, allowing for work progress transparency. This feature, combined with timeline functionality, presents a new way to view and keep track of all the activities in your firm on one screen.

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Find the training that’s going to help you win quickly and easily. Our training courses are aimed to equip you with the necessary knowledge that enables you to achieve better results when using any of our solutions.

Our comprehensive list of all the training solutions we offer to help you upskill fast.

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"We’re seeing increased efficiency in the process and consistency across the brand."