Services

Clear member communication is a critical aspect emphasized throughout the retirement default regulations and we acknowledge the importance of regular communication, to facilitate the successful implementation of default products.

We engage with the Retirement Fund’s appointed financial advisors to provide the necessary training on default annuity products.

We can refer you to our panel of accredited independent financial advisors who can provide you with in-depth financial advice and investment solutions.

We provide training for benefit counsellors on the employer’s service conditions, the Retirement Fund’s rules, the default preservation options and the Fund’s default annuity strategy.

Counselling is provided to members on all aspects of their Retirement Fund by our trained benefit counsellors.

We assist the Board of Trustees with the best possible outcomes for members through the design, implementation and management of their default strategies. 

We facilitate the implementation of the Fund’s default annuity strategy and engage with the relevant service providers throughout the implementation process.

Education in the form of member booklets, newsletters and on-site presentations is provided to members, to inform and change their behaviour, to ensure the financial independent retirement of the member.