Employee Benefits

We also offer to business and corporate clients, tailored group Pension and Provident Funds. These group funds include death and disability benefits for the contributing members. We administer and manage the fund on behalf of the client, including death and disability claim management, pension payouts and advice to the retiring fund member on the best post-retirement lump sum investments and subsequent regular pension draw downs.

Our Advisors can work with employees putting a comprehensive financial plan together taking the employee benefits into the equation to make sure their individual plan is on track and will advise on how to address any shortfalls