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THE CORPORATE

The Corporate client would benefit from the following services that we offer:

Review and Analysis of existing Pension and Provident Fund structures

This service particularly pertains to companies that have existing employee benefit structures that offer retirement and life assurance benefits.

 

Our competence resides in our ability to deconstruct financial information offered in benefit statements and offer advice to the effectiveness of the existing offering and whether there are more efficient platforms in the market.

 

A more efficient platform would reduce life assurance cost and maximise the investment that your employees are offered.

Proposing on the implementation of Pension and Provident Funds

When a business realises that they are growing and that they want to implement a employee retention strategy they would consider the implementation of a Pension or Provident fund with either a pure investment tilt or a combination of life assurance and investments.

 

Our role in this process will be to utilise our ability to obtain multiple proposals from various companies and conduct an indepth analysis into the structures.

 

From this analysis the client will easily identify which proposal offers the greatest value, and we would then move into the implementation of the platform.

Retirement benefit proposals and implementation for growing businesses 

As is the case start-up companies are required to make the most of their cash flow, but that does not preclude the business owner from worrying about losing staff.

 

Through lateral products we are able to offer an employee retention strategy, which enables the business to increase its ability retain staff.

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