What we offer
We assist Employers and Funds to structure an appropriate arrangement that allows members to save sufficiently for retirement as well as ensuring that they and their beneficiaries are provided for should the member pass away or become disabled whilst in employment. We strive to ensure that members understand the benefits that are available to them so that they are able to make informed financial choices.
Consulting Services
We provide independent consulting services to Funds and Employers. We partner with our clients to understand their needs and to tailor the ideal retirement funds solution for Employer and Fund members, using best of breed providers. We also ensure compliance with prevailing legislation and governing guidelines.
Broking Services
We are accredited with all the major Financial Institutions in South Africa that specialise in Retirement Fund and Long Term insurance products. We source the most appropriate and cost effective Retirement and Group Risk products to meet the needs of our clients.
Specialised Services
We provide professional services to Funds and Employers, to assist with their holistic benefits strategy, governance arrangements and operational effectiveness. We also provide the appropriate fund and stakeholder management services.
Other niche services include independent Trustee services, Principal Officer services, outsourced Employer services, communication programs and training for Trustee, Mancom and HR as well as Section 37C death claim investigations.
Our Member Services
This includes quarterly investment communication, legal updates, the drafting of member booklets, member induction services, member communication sessions, pre-retirement services, member exit services and exit communication.
In addition, we provide access to Individual Financial Planners, who can assist members with advice relating to their own personal circumstances.