Consulting and Advisory


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The services include:

Assisting trustees and members in making early interventions to improve retirement outcomes for members
Independent audit and verification of third-party benefit calculations
Assessing compliance with relevant legislation and global best practice
Options on exiting employment including preservation, partial access to pension benefits and implications thereon
Options on retirement including taking benefits as an insurance annuity, programmed withdrawal or a combination of the two

We also offer advisory services to individuals to help them with their financial planning and in selecting products which will suit their financial and insurance protection needs.