Retirement Fund Services Offered

Our expert panel of retirement fund consultants can make recommendations and put strategies in place for companies of all sizes.
We manage large corporate as stand alone funds and are able to place smaller companies under our Isithebe Umbrella Funds.

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  • New Fund Registration and Installation
  • Maintenance of Member Records
  • Benefit Calculations and payment in respect of withdrawal, death and retirement claims.
  • Pension Annuities
  • Financial, statistical and status reporting
  • Legal and Compliance
  • Secretarial Services
  • Trustee education and communication
  • Member education and communication
  • GLA and PHI Rebroking
  • Surplus Apportionment schemes

Our Administration Systems

Our fund administration is maintained on state of the art IT systems

  • Everest Retirement Administration system
  • Acc Pac & Pastel Accounting systems
  • Caseware auditing package
  • Sugar Customer Relationship Management

All our IT systems are server based and backed up on a daily basis both on our premises and offsite.  A well tested and proven Disaster Recovery Plan has been implemented and is regularly audited and updated for changing circumstances in the retirement fund industry.

 

If you are unsure of the services you require, give us a call