WY Logo Icon White

EMPLOYEE BENEFITS CONSULTING

We are an independent specialist employee benefits consultancy with no links to any Administrators, Insurers, or Asset Managers.

This enables us to provide intelligent, honest and impartial advice to clients seeking full transparency from their employee benefits arrangement.

In this constantly changing regulatory environment,

our services include:

ADVICE ON:

  • Pension Funds

  • Provident Funds

  • Standalone/Freestanding Funds

  • Retirement Fund Legislation

  • Group Risk Insurance Policies

  • Consolidating funds during merges/acquisitions & Sections 197's

WE PROVIDE:

  • Existing Fund Audit/Review

  • Member education sessions

  • Fund & Benefit design

  • Consulting to Management Committee and Board of Trustees in accordance with PF130

  • Secretarial services to Management Committees and Boards of Trustees

  • Review of the fund's Investment Policy Statements/Review in line with Regulation 28

  • Assistance in consolidating funds during merges/acquisitions and Sections 197's

  • Review in managing costs and risks

  • Assistance with any rule amendments or changes advised by FSCA and SARS

  • Negotiate Service Level Agreements between all parties/providers concerned