Superannuation Funds...for employers who care
Our Superannuation Funds are employer-sponsored retirement plans which are custom designed for each company and its employees and funded by contributions from both the employee and employer.
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Pension Fund
Administration
- Maintaining register of members and pensioners
- Benefit preparation and disbursement
- Timely delivery and dissemination of member statements
- Preparation of governance policy documents
- Regulatory Reporting and Trustee Registration
- Pension Fund Investment Management
- Develop the Investment Strategy
- Preparation of the Statement of Investment Policy and Principles (SIPP)
- Preparation of Investment Vision and Expected Return for the year ahead
- Economic Review and Market Updates
- Performance Reviews
- Year end Audit Planning activities
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Member
Education
- Understanding Plan Benefits
- Three Pillars of Retirement
- Electing Deferment/Porting at Termination
- Understanding your individual Benefit Statements, Annual Report
- Becoming financially/psychologically prepared for retirement
- Risk Management
- Trustee Oversight and Culture
- Strategy and Risk Assessment
- Control Systems
- Information and Reporting
- Risk Reporting
- Trustee Education
- Understanding the role of Service Providers and Appointed Agents
- Understanding the Pension Act and Pensions
- Pensions Compliance
- Investment Education
- The role of service providers
- Pension Consultancy Services
- Pre and Post Retirement Seminars
- Trustee Secretarial Services
- Accounting Services
- Evaluation of Appointed Agents
- Assistance with member communication
