Corporate consulting
AND BENEFIT DESIGN

Whether it is customising an established benefits plan, or leveraging the most from existing benefit providers, we assist you to develop a creative, cost-effective benefits package that meets your needs and fits your corporate culture.

Member Net Replacement Ratios

Will you retire with enough money? A member replacement ratio measures this and provides members with insights into their ability to replace their final salary upon retirement.

Group Risk Services

These services include but are not limited to…

  • Independent risk provider relationships with all major service providers.
  • Annual risk costing reviews.
  • Service provider risk costing negotiations.
  • Providing objective guidance and advice on appropriate risk provider appointment aligned with your requirements in terms of costs, benefit structures and demographics.

Group Risk Services

These services include but are not limited to…

  • Independent risk provider relationships with all major service providers.
  • Annual risk costing reviews.
  • Service provider risk costing negotiations.
  • Providing objective guidance and advice on appropriate risk provider appointment aligned with your requirements in terms of costs, benefit structures and demographics.

All Costing Analysis

Costs levied against a retirement fund have the effect of reducing retirement pay-outs to members. Such costs are deducted from recurring contributions and/or investment returns. For example, research has shown that if the annual charges levied against a share of a fund over 40 years are reduced from 2.5 % to 0.5 %, the final retirement proceeds could be enhanced by 60%

Investment Consulting

  • Category I, II and IIA Asset Manager FSCA registered
  • Fund investment risk profile analysis
  • Investment strategy recommendations
  • Regularly reporting on fund returns and market trends to offer specific investment recommendations

Investment Consulting

  • Category I, II and IIA Asset Manager FSCA registered
  • Fund investment risk profile analysis
  • Investment strategy recommendations
  • Regularly reporting on fund returns and market trends to offer specific investment recommendations

Asset and Liability Consulting

  • Asset-Liability Modelling is a sophisticated statistical technique that aims to provide clients (corporate and individual members) with an effective investment strategy.
  • We provide this service through a team of experienced actuaries and financial analysts.

Member Financial Management Workshops

Dealing with issues like investment planning, retirement planning and general financial matters, we empower employees with the necessary tools to implement a holistic financial plan.

Member Financial Management Workshops

Dealing with issues like investment planning, retirement planning and general financial matters, we empower employees with the necessary tools to implement a holistic financial plan.

Member One-on-One Financial Planning

Besides individualised retirement fund advice, each member has access to financial professionals able to assist them in setting and achieving long-term financial goals.

Retirement Fund Services

  • Independent administrator relationships with all major service providers.
  • Providing objective guidance and advice on appropriate administrator appointment relative to costs, fund requirements and demographics.
  • Private client-modelled employee benefit administration support service to ensure the appointed administrator adheres to signed administrator and service level agreements.

Retirement Fund Services

  • Independent administrator relationships with all major service providers.
  • Providing objective guidance and advice on appropriate administrator appointment relative to costs, fund requirements and demographics.
  • Private client-modelled employee benefit administration support service to ensure the appointed administrator adheres to signed administrator and service level agreements.