Pension and Provident Fund
Pension and Provident Fund Value Proposition
Business Owners | CEO’s | Financial & HR Directors
I help companies avoid HIGH-COST employee benefits & POOR performing retirement funds while attracting & retaining staff.
Please see attached to get an idea of the value offering we have and the clients we have.
You know how insurance companies charge you massive admin and management fees on your employee benefit schemes and pension/provident funds, without actually delivering value for money?
I solve this.. I cut through the complexities of setting up and managing employee benefit schemes to create certainty and confidant decisions. So you can focus on what’s important: growing your business.
Please see attached to get an idea of the value offering we have and the clients we have.
You know how insurance companies charge you massive admin and management fees on your employee benefit schemes and pension/provident funds, without actually delivering value for money?
I solve this.. I cut through the complexities of setting up and managing employee benefit schemes to create certainty and confidant decisions. So you can focus on what’s important: growing your business.
Skills and Capabilities
Finance Return on Investment
Investment Advisory
Estate Planning
Asset Allocation
Market Risk
Computer-savvy
Financial Accounting
Investments
Hard work
Long Hours
Risk Analytics
Financial Planning
Portfolio Management
Wealth Management
Financial Advisory
Retirement Planning
Employee Benefits
Pension Schemes
Pension Funds
Provident Fund
Medical Aid
Scheme Design.
Please see some questions that might help and assist you in finding a need for corporates:
Does your company provide you with a Pension or Provident fund, or group risk benefits such as Life Cover, Funeral Cover, Disability Cover, etc.?
– If not then I can assist.
– If yes – I can review and look at reducing costs and admin for HR while adding value from multiple perspectives including : dedicated fund assistance staff, investment specialists, workshops and employee empowerment.
Does your current fund administrator review / re-broke the Pension / Provident / Group Risk plan annually to make sure that you are covered at a competitive rate?
Does your current fund administrator set up annual training and financial wellness day to educate your staff of their benefits, how they work and what they are?
Does the current fund administrator have a dedicated administration team to relieve your HR department of unnecessary employee benefits related administration?
Did you know that a cost free review will most likely result in a reduction of costs from your current provider?
– If not then I can assist.
– If yes – I can review and look at reducing costs and admin for HR while adding value from multiple perspectives including : dedicated fund assistance staff, investment specialists, workshops and employee empowerment.
Does your current fund administrator review / re-broke the Pension / Provident / Group Risk plan annually to make sure that you are covered at a competitive rate?
Does your current fund administrator set up annual training and financial wellness day to educate your staff of their benefits, how they work and what they are?
Does the current fund administrator have a dedicated administration team to relieve your HR department of unnecessary employee benefits related administration?
Did you know that a cost free review will most likely result in a reduction of costs from your current provider?