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Consulting and Advisory Services
- Secretarial services
- Documentation and compliance
- Reporting to Trustees and Members
- Managing regular board meetings
- Liaising with all service providers
- Liaising with regulators
- Member education services
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Benefit Administration Services
- Maintenance of individual member data records
- Benefit processing and payment
- Benefit projections
- Online member access
- Pensioner administration
- Quarterly administration reports
- Member communication services
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Fund Accounting Services
- Maintaining cashbooks
- Preparing management accounts
- Preparing accounts for audit
- Preparing cash flow statements
- Payment of tax – individual and corporate
Archives: Publications
Publications Description