+27 (0)21 200 0407


Very few South Africans retire with sufficient savings for a financially secure retirement. The need for employers to provide their employees with a cost-efficient retirement savings vehicle has thus become increasingly important.

Our Corporate Benefits team works with employers – from small businesses to large corporates – to identify employees’ retirement savings needs. We review your current retirement fund, including the fund structure, costs and benefits and thereafter present a comprehensive report of our findings and recommendations.

The second step is to offer our consulting services. These include:

  • Monitoring the day-to-day administration of the fund
  • Assisting with monthly reconciliation of contributions
  • Liaising with the client, members, administrators & insurers to solve any queries
  • Annual comprehensive re-broke of risk benefits
  • Detailed quarterly reports outlining the fund’s performance with economic and investment activity over the reporting period
  • Investment strategy and risk parameters
  • Communication of legislative and market changes
  • Advice and support regarding legislative requirements
  • Facilitation of trustee or board meetings
  • Financial planning on a group, workshop or individual basis
  • Rule structuring
  • Communication of any medical requirements by the insurers

Contact us to find out more.


T: +27 (0)31 940 0470

Cape Town
T: +27 (0)21 200 0407

T: +27 (0)31 940 0470

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