Group Retirement and Risk Consulting
Empowering Funds - Securing Futures
Comprehensive Solutions for Retirement
and Risk Management
- Keep proper registers, books and records of the operation of the Fund, including rules, policies and minutes of all resolutions passed by the Board,
- Review investment policies and investment strategy,
- Provide for regular monitoring and feedback of the Fund’s investment performance,
- Review and negotiate investment policies,
- Review and rebroke risk policies,
- Deliver member presentations,
- Provide input into the design of fund member benefit structures,
- Provide legal and tax advice pertaining to retirement funds.
- Provide a yearly fund management plan which ensures all compliance and management issues that are part of the Management Committee responsibilities are addressed regularly,
- Compare the fund and its benefits to an average retirement fund.
- Group retirement fund
- Group risk scheme consultancy
Should the work performed by the consultant increase as a result of additional work requested by the Management Board or as a result of an amendment of the rules or the Act, then the consultant shall be entitled, in addition to the fee referred to above, to a reasonable fee for such additional work, which fees shall be renegotiated with the Management Board before the commencement of such work.