10X Investments is a disruptive asset manager focused on helping South Africans to retire with dignity. Using a simple, low-cost index-tracking investment strategy and state-of-the-art technology for both employers and members 10X ultimately helps members to retire with more money.  

Services offered to corporate clients include:
 

• Umbrella pension and provident funds

• Stand-alone fund management

• Admin and investment services

• Investment-only services

• Employee benefits consulting

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10X manages more than R14 billion in private and corporate retirement investment funds. Our clients include Virgin Active, EOH and Macquarie.  

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Axiomatic Consultants (“AC”) is an independent company that specialises in a diverse range of services relating to employee benefits, strategic remuneration consulting, strategy consulting and African payroll with a very clear focus on ensuring that advice is integrated with and aligned to the business strategy of the client.

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Our strategic objective is to provide world class, value added service where every effort is made to customise solutions to address specific needs whilst simultaneously ensuring that solutions are compatible with and compliment the client’s goals, strategy and business objectives.

 

Our mission is to be regarded as the foremost specialist consulting firm in Africa. We believe in long-term, focused partnerships with our clients on the journey to discovering their greatness and enhancing their reputation. All of our focus is dedicated to ensuring that our clients receive a value-added service which will allow them to gain a competitive advantage in their respective industries.  

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Cadiant Partners provides advice to employers, retirement funds and individuals on retirement benefits, investment strategy and healthcare benefits.

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Our clients and advice services range from individuals saving for retirement through to customised investment strategies for large multinationals. We provide services to over 30,000 people and consult to assets in excess of R20bn.

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We pride ourselves on clear thinking, a hands-on approach, and the highest levels of integrity and independence.

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Coronation is one of the largest independent asset managers in the country, investing the long-term savings of millions of South Africans.

 

Our clients include individuals, retirement funds, medical schemes and financial institutions. We also manage assets for several leading international retirement funds, endowments and family offices.

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Our business was founded in Cape Town in 1993 by a group of investment professionals who left an established institution to start a dedicated fund management business.

 

With zero assets and zero clients, their objective was to build a world-class, investment-led and independent fund manager. Today, Coronation is 25% employee-owned and a leading brand in the South African investment industry.

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Independent Retirement Fund Administration Services Provider.

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EBS Africa, a subsidiary of the EBS International group of companies, is a registered Section13(B) Retirement Fund Administrator established exclusively to perform independent, transparent, efficient, flexible and robust administration services to the South African and African market. 
EBS Africa’s administration services extend to freestanding and umbrella funds and include its own registered Cornerstone Umbrella Funds. 
 
In its provisioning of administration services to retirement funds EBS Africa operates completely independently of Asset Managers and Insurers.

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​EBS Africa makes use of the world’s leading fund administration platform. This modern integrated platform is devoid of legacy hangovers and tailored completely to the South African market.

 

The platform has been used over the last 15 years to successfully administer some of South Africa’s largest Retirement Funds and to deliver technology solutions to complex environments where service delivery is an absolute prerequisite. 

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Contact us 
25 Superior Road, Halfway House Estate, Midrand, Gauteng  
(T) +27 (21) 702 9300

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ElectionWorx is a world-class online, SMS and smartphone election tool.

 

An easy-to-use, powerful and secure election tool that can be used anywhere, anytime: ElectionWorx allows you to set up and run your election with ease and speed, no matter how big or small!

It is easy to use for both the administrator as well as the people who nominate and cast votes.

The ElectionWorx system does not limit the number of people who can nominate or vote at any one time.

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ElectionWorx saves you time and money and makes you wildly efficient.

 

• Run your entire election online.

• Upload an information document about your election.

• Vote from any device, any platform.

• Specify the number of times any one person may nominate or vote.

• Load CVs of nominees before you open voting.

• Audit your results to ensure the fidelity of all processes.

• Upload a list of everyone who will be able to nominate and vote.

• POPI compliant.

 

ElectionWorx was developed with security and confidentiality in mind: it is hosted in a secure environment and all information is encrypted.

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Join the growing list of our completely satisfied election clients.  Contact us today and step into the future with green, great elections.

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FINWorks is a technology company specializing in IT systems for the investment and retirement industry.

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A new generation platform making administration easy and cost effective. Applications range from account consolidation, needs analysis (FNA), compliance, document management and book reporting, to backend bulk dealing, liability/member registers and cash management. 

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Different financial products on one single consolidated platform. Ideally suited for:

•    Pension Fund Administrators
•    Collective Investment Scheme Managers
•    Financial Advisers
•    Fund Managers
•    Investment Clubs (Stokvel) 
•    Life Companies
•    Link Investment Service Providers (LISP)
•    Portfolio Managers
•    Wealth Managers

 

Our online client and adviser portals deliver exceptional value for money. Have a look at some of our solutions relating to our system implementation and usage. We take care of all the infrastructure and technical details, all you need is internet access. 

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Contact us for a demo.

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Walther Behrens
+27 82 803 1170
walther@finworks.biz
www.finworks.biz

 

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Established in 2007, the company’s “Administration Only” services are offered through qualified, independent consultants, with acquired specialist knowledge in the field of retirement funds.

 

This business model allows for independence and segregation of all service aspects relating to a fund, supporting the foundations of good governance and solid compliance. In addition, this offering brings the advantage of selecting from a full range of investments and risk benefits from across the market, that can be attached to the administration services.

 

The niche approach taken by GQM enables it to place focus on continuously developing its administration services and systems to ultimate efficiency.

 

This it confidently believes is what results in the “Value Add Service” to all parties in the service chain.

 

Strict administration processes and procedures are applied.

 

Consultants and clients are familiarized with these and are expected to conform to this in order for GQM to provide the promoted levels of service.

 

Interactive and pro-active communication is regarded as an essential aspect to the successful relationship with all stakeholders. Employers, consultants and members are communicated with through SMS’s, the GQM Mobile App and Web portals. Administration services are focused on 3 distinct areas:

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• Stand Alone Funds

• Umbrella Funds

• Administration project services

The employee benefits industry is a highly technical environment, often leaving service providers and trustees unsure, or even unaware, of all consequences of their actions. ICTS Legal Services is able to provide relevant and meaningful legal expertise to ensure that you have considered relevant law, case precedent and contractual obligations in your decisions.

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We can assist with:

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• Contracts, mandates and Service Level Complaint responses to Adjudicator, Ombud, etc.

• Drafting of retirement fund rules, employer letters, etc.

• Financial services industry, legislative, regulatory and legal updates

• Assistance with employee benefit and retirement fund matters

• Managing litigation in conjunction with the business and law firm

• Training and seminars for employees, customers and trustees

• Assistance with the legal issues around internal restructuring

• Assistance with, training and consulting on POPIA and TCF

• Independent retirement fund Trustee, Chairman and Principal Officer services, including section 26 trustees

• Policy drafting

• Administrative services related to submission and management of rule amendments and adjudicator cases.

• We can provide the above services on a flexible basis either directly to retirement funds, or through the intermediary broker or consultants.

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i-Value is a specialist in the retirement fund industry relevant to Corporate Governance Services including:

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• Business Process Effectiveness Reviews

• Business Process Internal Control Reviews

• Development of risk based internal audit mandates

• Enterprise Risk Management Maturity Reviews

• Enterprise Compliance Management Maturity Reviews

• Financial Statement preparation, including working papers

• Facilitation of Board of Fund self-assessment using i-Value’s assessment tool

• Forensic investigations

• Investment Management Business Process Risk Analysis

• Investment Governance and Administration Reviews

• Investment Migration Reviews

 

The current statistics relevant to our client’s indicate assets exceeding R 60 billion and member numbers exceeding 150 000. Our clients include:

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• Municipal Funds

• Umbrella Funds

• Private Funds

• Employee Benefit Administrators

• Investment Administrators

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M&G Investments (previously Prudential Investment Managers) is one of South Africa’s top-ten largest investment managers, with over R275 billion in assets under management. Established in 1994, we are part of the global M&G plc group, one of Europe’s largest active asset managers.

 

We are prudent, valuation-based investment managers with a 25+ year track record of delivering top-quartile returns for our clients. Consistency plays a key role in our company ethos and investment process, and we believe in a team-based approach. Equally, we invest alongside our clients to ensure our interests are fully aligned with theirs. 

 

We take our responsibility as custodians of our clients’ hard-earned savings very seriously. Not only are we long-standing active and engaged shareholders, but we consider environmental, social and governance (ESG) factors as integral to our fundamental investment process.  We are also committed to promoting black economic empowerment in the communities in which we live and do business in South Africa. We are proud to have been awarded a Level 1 Broad-Based Black Economic Empowerment (B-BBEE) rating for the latest financial year.

 

At M&G Investments we offer our clients a full range of local and global investment solutions built around their needs. This includes higher-risk equity funds, diversified multi-asset funds and fixed income funds, as well as offshore funds managed by a large team of expert portfolio managers at our global parent M&G Investments in the UK.  Through the group’s large global presence and deep resources, our clients benefit from access to the latest cutting-edge global research and technology, as well as innovative AI processes. For more information on our range of funds, please visit the Our Funds section of our website.     

Mergence Investment Managers

Sustainable value creation

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Mergence is an independent investment management firm with diversified Public and Private Market offerings spanning equity, multi asset, infrastructure, debt and private equity funds. 

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Founded in 2004 we have a strong 18-year track record, with assets under management at R35 billion.

We are focused on sub-Saharan markets and led by a pragmatic, sustainable, shared value creation mindset. An ESG and responsible investing ethos has been embedded across our investment process – for both Private and Public Market investments - over at least the past decade.

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Mergence holds a level 2 BBBEE rating with majority black ownership and we embrace the multi-cultural and multi-racial diversity of Southern Africa. We employ 57 individuals across our operations in Cape Town, Johannesburg, Windhoek and Maseru.

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Looking forward, the goal of Mergence is to continue growing on a trajectory of a becoming a successful larger fund manager and to be recognised as such, while still sporting solid BEE credentials. We are well-positioned to support sustainable economic growth in Africa through our capable team and innovative investment approach across both institutional and retail investment products.

 

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Founded in 2019, Motswedi is an independent asset manager research business focusing on the South African investment management industry with specialisation in transformation initiatives. We are the industry leader in providing insight and access to the new generation of emerging asset managers in South Africa. We encourage the development of a more diverse industry that can contribute towards economic growth.​

 

As an asset management research business, we have a core competence in the understanding of and in-depth research of emerging asset managers. We offer a full-suite of investment manager research, implemented consulting solutions and off-the-shelf empowered multi-managed investment products. We engage clients in one of a combination of the following ways. 

 

• Research - Manager research | Intense due-diligence | Industry insights

• Strategic Consulting - Product development | Manager selection | Manager monitoring

• Fund Management - Portfolio design | Portfolio construction | Portfolio management

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Our vision is to create a financial services company which services both institutional and retail clients to better access high quality and exceptionally researched emerging asset managers. Our higher purpose is premised on “Reshaping the South African Asset Management industry” by promoting transformation, gender equality, skills development and stimulating economic growth through supporting and investing with transformed asset management companies.

NBC Holdings (Pty) Ltd when it was established in 1998  was the first black owned and  black managed employee benefit company.

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NBC aspire to be “Leaders in People Benefits in Africa” and its mission is to provide cost efficient financial services designed to meet clients’ needs; achieved through sustainable partnerships with clients, staff and stakeholders though out Africa

 

NBC  has extended its operations beyond South Africa into  Lesotho, Swaziland, Mozambique, Namibia, Malawi, Zimbabwe, Kenya and Ghana. NBC consults to and administers over 250 registered funds throughout Africa, with a client base which includes large industry – based retirement funds, government employee funds as well as retirement funds of many South African and African blue- chip companies.

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NBC products and services include, Retirement Fund Administration and Accounting, Retirement Fund  Consulting, Legal Services, Actuarial Services. NBC Home Loans, NBC  Health Risk Management, NBC Investment Consulting Services, NBC Umbrella Retirement Fund, NBC Unclaimed Benefits Fund,  NBC Beneficiary Umbrella Fund, NBC Funeral Products, Personal Financial Planning Advice, Vukani Member Education, NBC Savings Plans, Short Term Insurance Trustee Training and Elections and NBC Legal Services.

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NBC Legal Services run  free legal  seminars 4 times a year, in the different main venues in South Africa , which are open to all  who wish to attend.

NMG Benefits is the trusted partner of employers, medical schemes, pension funds, employees and retirees. We provide clients with unbiased and professional advice on the provision and management of employee medical, life and disability insurance, and retirement solutions.

 

Our approach is to help clients take a holistic view of their employee benefits programme to ensure the ‘common contract’ between the employer and the employee encourages greater productivity and loyalty, whilst at the same time protecting the future financial security of the business.

 

NMG provides advice to many blue chip corporations with a team in excess of 400 staff looking after the employee benefit requirements of more than 200,000 of our clients’ staff members and their families.

 

Financial security is at the heart of a business's employee benefits programme.

 

The advice we give equips employers with the confidence that the decisions they make on behalf of their employees are the right ones; decisions that protect the ongoing health and retirement opportunities of employees and their families, whilst ensuring business success.

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We have a dedicated retirement funds industry group with extensive experience in providing services to both retirement funds and administrators. We have a considerable skills base in South Africa and have an in depth knowledge of the functions and operations within the Industry.

 

Assurance and accounting services

• Statutory audits and section 15 reporting to the Financial Sector Conduct Authority;

• Accounting, regulatory and governance advice;

• Detailed checking of the roll up of individual member records;

• Checking on completeness and accuracy of migration of member data to a new administration platform;

• Valuations of unlisted investments.

Tax services

• Retirement funds reform impact analysis

Actuarial services

• Identifying fund risks, assessing fund risk appetite and risk mitigation / risk transfer strategies;

• Benefit design and implementation of cost-effective packages;

• Checking of complex benefit calculations;

• Independent assessment of assumptions and methodology in fund actuarial valuations;

• Financial reporting on IAS 19 and IFRS 2 valuations;

• Merger /acquisition support on risks linked to benefit arrangements, BEE trusts and share option plans;

• Independent valuation of structured products or derivative overlay structures to hedge market risk.

Advisory services

• Forensic investigations ,including data mining techniques applied to detect invalid benefit payments;

• Information systems and process assurance;

• Trustee and administrator training on retirement fund accounting and governance; and

• Strategy development including IT strategy.

Sanlam Trust Beneficiary Fund

At Sanlam our reputation is built on a devoted, vigilant and caring approach. We look at the world of beneficiary support differently. We assess each beneficiary’s unique needs and ensure that we build and preserve their income to maintain an appropriate lifestyle.

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Our philosophy: Investment to create the right income – an investment to create the right outcome for all our  beneficiaries. 

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With high PO and guardian satisfaction levels, our credential as market-leading wealth protectors are well-founded. 

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With assets under management exceeding R3.5 Billion and managing more than 20 000 Beneficiary Fund Accounts,  a market study has shown that the Sanlam Trust Beneficiary Fund is the largest beneficiary fund in South Africa.

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We offer:

• A Unique Life-Stage Investment Model

• Competitive and transparent fees

• Cost effectiveness, with required flexibility

• Tracing of beneficiaries and guardians

• Dedicated client account managers

• Annual Guardian Roadshows

 

Contact Madi Carstens, Head of Sales: Beneficiary Fund and Umbrella Trusts
Madi.carstens@sanlam.co.za
T 011 778 6487 / 071 689 1860

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As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

 

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £500.2 billion (€590.3 billion/$662.6 billion) of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,100 people across six continents who focus on doing just this.

 

We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.

 

Source: Schroders, all data as at 31 December 2019.

 

Disclaimer:

Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed.

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SNG ARGEN is comprised of a significant group of actuaries with an eye for precision and a bent for innovation.

We're an innovative and independent company, providing a range of actuarial consulting services and advanced solutions for our clients. We aim to create strategic partnerships with clients to ensure that their actuarial needs are met and that their businesses are supported in ways that provide them the actuarial flexibility, innovation and power to have competitive advantage.

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Through SNG ARGEN we provide our clients with a depth of experience and expertise when it comes to actuarial services. With offices in South Africa and Namibia, and actuarial projects on the go in Zambia, Malawi, Botswana, Tanzania, Uganda and Zimbabwe, we are better positioned to support clients throughout Africa.

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We also have experience in handling outsourced work from Europe, where we are the first non-European member of EURACS (European Actuarial Consultancy Services), Europe’s oldest network of independent actuarial and pension consultancy firms. Through this association we are able to introduce cutting-edge developments from the European marketplace that contribute to the uniquely African solutions we propose for our clients.

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AgendaWorx is an innovative tool to manage your board meetings and keep track of and assign tasks to attendees.

 

It is easy to use for both secretaries and meeting attendees, allowing for public and private comments, notifications on action items, tasking team members and prioritisation. Attendees are able to perform tasks such as uploading private documents and maintaining their personal profiles.

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AgendaWorx saves you time, money and makes you wildly efficient.

 

It’s an easy-to-use, powerful and secure tool, AgendaWorx can be used anytime, anywhere. AgendaWorx allows you to share and work on your online board packs with ease of use and speed!

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The Benefit Counsellor provides retirement funds with a white-labeled digital solution that helps them to provide retirement benefits counselling to their members.

 

The solution also improves communication between the fund and the member and educates members on financial health and their retirement.

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Members can access the Benefit Counsellor any time, on any internet connected device.  

The solution is a complete portal for retirement funds and funds may use the platform to distribute newsletters and benefit statements to members.

 

The platform incorporates the corporate branding of a fund and funds are able to customize their solutions according to their needs. 

All accessible via: WhatsApp, Web and USSD.

 

 

 

 

 

 

 

 

 

 

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CFA Society South Africa:
CFA Society South Africa is part of the worldwide network of CFA Institute member societies that lead the investment profession globally by promoting the highest standards of ethics, education and professional excellence for the ultimate benefit of society. CFA Society South Africa represents the interests of over 2000 investment professionals in the SADC region through advocacy, education, events, and professional development.

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Vision:
We envision a Society that is widely recognized and highly valued by the investment community and the broader society.  A Society that: 
Is a well-regarded source of industry best-practice in the areas of ethics and professional excellence
All investment professionals aspire to be a part of 
All investors value for the positive influence of the financial well-being of all members of society.
The Society is represented by 12 Board members all of which are CFA charterholders, with an operation structure covering 13 Committees.

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View CFA Society South Africa 2020/2021 annual stakeholder report in which we showcase evidence of the way in which we strive to fulfil the mission of the society.

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Click Here

Discovery: Helping to close the retirement savings gap. 

The global retirement savings gap is expected to grow to $400 trillion* in 2050, due to three main reasons: people are living longer, saving insufficiently for retirement, and withdrawing from their retirement savings when changing jobs.

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Encouraging the right savings behaviours can dramatically reduce the retirement savings gap.

 

That’s why our retirement solutions drive positive savings behaviour by motivating employees to save more, save for longer, and manage their finances.

 

We are then able to reward their behaviour by adding boosts to their savings, helping them to close their retirement savings gap.

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Visit discovery.co.za for more information on our retirement solutions.

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*World Economic Forum  

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EBSphere is a leading provider of comprehensive solutions to the Employee Benefits industry.  EBSphere builds and manages IT solutions that enable companies to collaborate like market leaders both internally and with other companies.

 

Our Company's unique combination of specialist skills means that we can provide the solutions our customers need to operate seamlessly. By developing an effective, on-line comprehensive administration system the objective of EBSphere is to present a true and accurate reflection of the transactions of the Fund on an instantaneous basis.

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At EBSphere we nurture a very particular culture. Our principles of Innovation, Integrity and Trust drive everything we do. Why do we do this? We believe these three words sum up the key attributes that will continue our success and best serve our customers.

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We are always thinking about ways we can improve the customer experience. This is not just in terms of product innovation. We are open to new ideas and exploring them constructively.

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Keeping promises is vital in building trust and loyalty with our customers. 

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We are there to help you run a better business and the advice we offer and the services we provide are in your best interests.

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Founded in 2011 and based in Parktown, Johannesburg, Ensimini consists of two companies, both of which are registered financial services providers. Ensimini Financial Services (Pty) Ltd provides consulting and advisory services and Ensimini Administration Services (Pty) Ltd provides administrative services.

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Our experienced team of employee benefits professionals have been at the coal-face of the ever-changing employee benefits industry for decades.

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Our experience, expertise and unique client insights allow us to anticipate how changes in the employee benefits industry will impact on our advice, services and products and allows us to continuously develop and maintain robust employee benefit solutions and strategies that improve the retirement outcomes of the employees and members we serve.

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Our principal aim is facilitating the optimal application of every cent contributed by and on behalf of employees towards retirement funds and other ancillary insured benefit arrangements.

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This ensures meaningful financial outcomes at retirement and relevant benefits in the event of death, disablement or other life-changing events prior to retirement.

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We are administrators to retirement funds nationally with a total membership of 36,500 and advisors to retirement funds with a total membership of 155,000 with a combined asset value of more than R2.5 billion.

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Glacier by Sanlam, a wholly-owned subsidiary of Sanlam Limited, brings together leading experts and respected financial services companies to meet the needs of investors. 

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Glacier provides access to a number of tax-efficient, local and international investment solutions to cater for a diverse set of needs – whether that be saving for retirement or for shorter-term goals.  Investors can select from a wide range of collective investments, as well as wrap funds and listed share portfolios via our platform.  

Glacier by Sanlam is a market leader in the retirement space.  We’re able to offer Life investment solutions, in addition to the platform solutions, and investors together with their financial intermediaries are able to combine different solutions, to obtain a sustainable retirement income stream.  We’re also able to offer investors solutions with guarantees, which many people are seeking in current market conditions.

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We also offer discretionary fund management (DFM) and investment consulting services through Glacier Invest, currently the largest DFM in SA. Glacier Invest is a partnership between Glacier and Sanlam Multi Manager International, part of Sanlam Investments.

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We’re committed to providing superior service combined with international best practices.  

 

Please visit our website, www.glacier.co.za or www.glacierinsights.co.za, for more information.  Alternatively, you may speak to your Glacier representative or contact our Communication Centre on 021 917-9002 / 0860 452 364 or 021 917-9000 / 0860 452 237.

Investment Consulting and Trustee Services (ICTS) is a niche financial services company providing independent support services to administrators, consultants and trustees/ Manco's in the retirement fund industry. 

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Established in 1995, we have developed long term partnerships with our clients, built on trust and consistent delivery.

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ICTS has been acknowledged by trustees, Principal Officers and service providers in the industry for our contributions in education, tracing and technology.

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Importantly, ICTS is independent and unaffiliated to any service providers, funds or industry organisations.

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We specialise in:

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• Trustee and member education

• Death Benefit Consulting

• Specialist Communication Services

• Independent Trustee Services

• Legal Services via ICTS Legal

• Tracing Services via ICTS Tracing

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We have a rigid process in place to ensure proper governance and compliance. 

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High levels of security protocols are in place to ensure maximum controls.

 

Disaster recovery processes are in place to ensure business continuity. 

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inSite Education is your all-in-one consultant for multi-platform member communication and marketing campaigns.  

Want to say something? At inSite, we help you say it! Whether to clients, employees, colleagues or an industry; whether online, with posters, slides, videos, apps, SMS, email or anything you can imagine... whether you know how to say it or not: we are there to solve all your communication challenges and have fun whilst we are at it.

We write, design, print, email, SMS and develop anything that you need to get your message across. You name it, we do it. Our goal is to help you really reach people with your campaigns. So that they actually listen and understand. No matter what the subject or medium, we can create a marketing or communication campaign that works for you and your audience.

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Concerned your message is too complicated? Not to worry! At inSite we specialise in helping you break down complicated content into easily understandable messages. And we make it interesting and entertaining too. 

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At inSite, we live and breathe innovation. Let us find creative methods to help you reach your target market. 

Contact inSite today and let's see how we can get your message across.

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Legaltech (Pty) Ltd (“Legaltech”) established with effect from 4 March 2016, is a legal consulting firm that provides legal consulting services in the retirement fund sector. Our people have solid Employee Benefits experience having operated in the industry for a significant number of years. As part of the work we do, we also focus on educating trustees and members of retirement funds on the legal, technical, corporate governance, investment, administration and typical board of management issues surrounding their specific funds.

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OUR PROCESS.
Advisory and Legal drafting, which encompasses Training, Secretarial and Communication services, which encompasses: Independent Trustee, Principal Officer and Deputy Principal Officer Services Legal Administration services .

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OUR APPROACH.
Making sure that our services can help guide our clients through their challenges and changes, easing their legal and administrative burden and allowing the client to focus on running their organisation and/or on strategic priorities.

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OUR VISION.
Our aim is to become a leader in providing legal consulting services in the retirement funds industry.

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OUR OBJECTIVE.
To deliver unbiased advice and guidance prividing quality service by staying involved in industry work groups and to provide input on relevant legislation and engage with relevant regulators and provide training.

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Mentenova, directly translated to mean ‘new mind’, is an award-winning financial services company that is synonymous with innovation, independence, excellence, integrity and long-term partnerships.

 

Since our founding in 2012, Mentenova has been at the forefront of innovation in the financial services industry. We were the first to launch a member-focused retirement consultancy model that focuses on the needs of the individual members of the retirement fund as opposed to typical blanket strategies built to suit the average member.

 

This new way of ensuring better outcomes for each member of the retirement fund quickly attracted industry attention and only 3 years after opening our doors, Mentenova received the Investment / Asset Consultant of the Year award, presented by the Council of Retirement Funds, BATSETA.

 

Our investment strategists continuously research local and global investment trends and economic developments and we offer tailor-made investment services that assist our clients in achieving their investment objectives with the highest level of consistency. These services include numerous innovative offerings such as tax-effective share incentive schemes, and a unique investment model to manage the solvency and liquidity requirements of medical aid schemes. 

 

It is as a result of this continuous commitment to innovation and excellence that Mentenova has grown to be widely recognised as the market leader in the industry.

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MIP Holdings is one of the world's leaders in the provision of "risk-based" billing services to mainly, but not exclusively, the financial services industry. The company designs and develops software solutions that focus on the collection of contributions and payment of benefits in the employee benefits, healthcare, individual and group life, and integrated lending systems.

 

With a focus on meeting client-specific requirements and through extensive investment in technology, MIP "future proofs" its solutions. Strict adherence to industry standards, as well as stringent internal control over standards and quality assurance, ensure that the systems MIP develops meet all client expectations.

 

Expanding into the telecoms sector through its purchase of Itemate, MIP Holdings provides telecom operations and management solutions to communications service providers worldwide. The company's specific skills in the area of mobile pre-paid value chains, pre-paid product life cycle management analysis, voucher management systems and mobile financial services enable it to provide an end-to-end service. It's most recent acquisition, Waytag, further enhanced the company's ability to provide a comprehensive solution to its clients through the unique Waytag offering of location-based services.

 

MIP Holdings was founded in 1989 and is based in Johannesburg, South Africa with an additional office in Cape Town.

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NieuMan is an experienced small-sized audit firm that specialises in the Retirement Fund Industry.

 

Our overriding philosophy is to provide a quality, value-for-money service that includes partner level involvement throughout the process, reflecting the importance we attach to delivering a personalised and professional service.

 

Our clients can be assured of our undivided attention at all times and we believe in building relationships with our clients and their administrators to establish an open communication channel and creating synergies in our audit approach.

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Our team comes with a wealth of Retirement Fund knowledge and in totality, has over 25 years’ experience in auditing of which 19 years was spent specialising in Retirement Fund audits.

 

Our client portfolio includes various administrators’ funds, where we have developed well established processes ensuring an audit that is tailored to meet reporting deadlines.

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Boards need to take comfort from the work done by their auditors and we believe that our approach to retirement fund audits, our tools and the way in which we can strategically deliver our skills as well as our commitment to quality and ethical values, provide us with a niche advantage to meet their requirements.

 

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INVESTING FOR A FUTURE THAT MATTERS

Old Mutual Investment Group is the listed investment management firm, within Old Mutual Limited.

We operate as a multi-boutique investment house, bringing together an unparalleled depth of investment expertise that enables us to readily adapt to the changing needs of our clients and the environment we operate in. 

Central to how we manage money is the belief that being responsible and active owners of assets, drives the kind of change that enhances long-term value. This purpose-driven approach to responsible investing incorporates three components: 1. Integrating material environmental, social and governance (ESG) risks and opportunities into all our investment decision-making processes. 2. Being responsible stewards of the assets that we already own on behalf of our clients. 3. Investing for a green economy. As an enabler of economic activity, a custodian of people’s savings and a large employer, we have a role to play in addressing inequality within our society. 

Our robust transformation strategy aims to develop, and support diversified and transformed talent both within our organisation and externally, grow black ownership of our business, and support previously disadvantaged communities. 

Old Mutual Investment Group (Pty) Ltd is a Licensed FSP. 

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PSG Asset Management believes that the price you pay for an investment is extremely important and therefore our 3M approach combines a preference for attractively priced investments (our Margin of safety) with a rigorous quality overlay (assessment of Moat and Management). We follow a bottom-up, research-driven investment process.

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Our research teams create carefully curated buy lists across all asset classes from which our fund managers construct portfolios within the parameters of the specific mandates in our focused fund range. We aim to construct portfolios which have a high likelihood of achieving the required return over a range of future scenarios. 

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Partnering with Institutional Investors

Our long-term track record affirms the success of our proven process, and our funds offer important diversification benefits to a blended client portfolio. 

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We understand that institutional investors are looking for superior long-term returns at appropriate risk levels considering the fiduciary responsibilities of a board of retirement fund trustees. We offer a spread of investment options:

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  fully Regulation-28 compliant balanced portfolios

• asset allocation carve-outs, ranging from pure equity (domestic and offshore) through a risk spectrum of fixed income solutions to a money market facility

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Our specialty

If you are looking for high-quality administration or untainted advice with the freedom to choose the best solution for your retirement fund or company, then you should talk to us.

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With no links to insurers, asset managers or product houses, Robson Savage is un-conflicted and uniquely positioned to find the best cost-effective solution for you.

 

Our services

Full administration of all types of retirement funding arrangements, whether an umbrella participant or free standing fund, preservation pension or provident fund, retirement annuity or unclaimed benefits fund.

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Technical expertise in employee benefit consulting, analytical actuarial and investment advisory services complement our core administration services.

 

It’s no surprise that our understanding and delivery of what retirement funds and trustees need leads to us being regularly nominated and winning the highest accolades for excellence in the employee benefit industry.

 

We are the Batseta Imbasa Yegolide Administrator of the Year for 2016!

 

Your solution

With a 17 year proven track record, Robson Savage offers world class service delivered by world class people.  Join the happy group of clients who have already discovered the secret!

 

Contact: +27 (0)11 643 4520: email home@robsav.com

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The South African Reward Association (SARA) is a professional body aimed at promoting the reward profession and practices. While setting minimum standards for the industry, we award professional status to eligible members in various reward categories and create knowledge-building, sharing and networking opportunities for our members and those operating in our industry. We do this to promote and develop the reward industry and to ensure sound reward management practices and acceptable standards in the following areas: 
 

• Remuneration (Fixed and Variable)

• Employee Benefits

• Work-life balance

• Performance and Recognition

• Important components of the employee value proposition

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SARA's role is to promote, develop and empower the reward profession in South Africa, and to ensure that Reward specialists and managers, human resources professionals and executives dealing with and responsible for Reward management, have the skills, confidence and passion for the reward discipline to make a significant difference in the way organisations position themselves to achieve their strategic objectives.  SARA plays a key role in the professional development of Reward professionals in South Africa through its internationally recognised training and internship programmes. 

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Seshego specialises in providing benefit and investment advice to companies or their retirement fund trustees.

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Seshego was established in April 2005 with the focus on providing leading consulting advice on corporate benefits. The past ten years have seen Seshego being recognised as a leader in the field of legal and technical advice on corporate benefit plans, investment consulting, risk and insurance consulting, as well as facilitating several best of breed client solutions from market leaders. We have a well-tested approach to delivering our service, training consultants and managing operational matters for of our clients; including performance of service providers. 

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Our service covers a wide range of activities including investment, benefit structure, regulatory and compliance, as well as risk consulting inputs, but the key aspect is that our approach recognises each client's issues and requirements so that solutions are appropriate and that the employee benefit arrangements contribute to the company’s benefits and remuneration strategies, whilst complying with relevant legislation. To do this our objectivity is applied to product providers and our "consulting" approach is critical.
 

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The Tennant Group (Tennant Life Benefits, Tennant Administration Services, Tennant Wealth and Tennant Human Capital Solutions) offers a unique and personal service in partnering with their clients’ to maximize clients’ wealth, consistently improve employee benefits offering, and assisting in human resources matters. This is achieved through our commitment to professionalism, multi-disciplined personnel and our application of cutting-edge technology.

 

We have, and continue to invest substantial resources in computerizing every facet of our business and have developed our own administration system in the Windows® environment. Our software development team have a wide range of experience having built, over some 20 years, a fully integrated Retirement Management System. This internationally acclaimed system focuses on high productivity and accuracy when managing pension funds. As a result, we offer professional fund administration and related services to our retirement fund clients. To ensure full compliance, we also utilise a cutting edge CRM programme, storing digital records of all documents and interactions with our clients.

 

We are also Medical aid intermediaries and advise clients on plan choices according to personal circumstances and affordability.

 

For individuals, our Certified Financial Planners make use of leading edge Financial Planning Software to assist our clients in putting together a personal financial programme aimed at creating a suitable path toward successful retirement.

Ashburton Investments is the FirstRand Group’s investment management business. We place our clients at the center of our thinking to grow and protect their money.

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Despite market uncertainties, our focus on managing risk and volatility, as well as access to a wide range of sources of return, enables us to generate sustainable risk adjusted returns for our clients.

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By tapping into the skills and capabilities of the broader FirstRand Group in both South Africa By tapping into the skills and capabilities of the broader FirstRand Group in both South Africa and international markets, we bring a broad range of traditional and alternative investment opportunities to investors. One such fund, the Ashburton Africa Equity Opportunities Fund provides access to a world of investment opportunities in Africa, and is designed for investors wishing to participate in capital markets with a medium to long term investment horizon.

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BrightRock is the provider of the first-ever needs-matched life insurance, and the fastest-growing insurer in the individual intermediated risk market. We now offer group risk schemes the same needs-matched approach and market-leading benefits, like:

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Industry-first, objective clinical criteria for temporary and permanent disability so members can qualify for pay-out on diagnosis of listed conditions. No vague, subjective occupation-based criteria.

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No annual reassessments of permanent disability claims.

Trauma IQ – market-first cover for traumatic events and accidents.

Claim-stage choice between recurring and lump-sum pay-out (or combination) for permanent disability and death claims.

Members can double cover free of underwriting (up to free cover limit) and convert group to individual policy when they leave the scheme.

Cover priced to match the financial exposure of each employee allowing schemes to buy up to 30% more cover for the same premium.

 

Through our unique approach, we provide cost-efficient cover that truly meets members’ needs and provides greater certainty and flexibility – now and in the future. 

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Colourfield Liability Solutions (Pty) Ltd (“Colourfield”) is dedicated to providing cost effective and innovative liability-centric management solutions to its clients. We are South Africa’s first dedicated and leading “liability driven” and goals-based investment management business.

 

Our investment strategies are aimed at providing institutions and members significantly more certainty in being able to pay post-retirement benefits, including retirement and post-retirement medical aid contribution benefits. We consider both sides of an institution’s or a member’s balance sheet (i.e. both assets and liabilities or target benefits) and monitoring how the assets perform relative to their unique liability-based benchmark.

 

We are an independent organisation and have an established and successful track record in achieving our clients’ objectives!

 

Contact person: Costa Economou

Email address: costa@colourfield.co.za

Telephone number: +27 (0) 11 994 5027

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Investment Administration of Specialised Portfolios for Retirement Funds, Administrators, Institutional Clients and   Consultants

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EBS Africa’s Portfolio Administration Services supports Free Standing Retirement Funds, Institutional Clients, Retirement Fund Administrators and Asset Consultants by providing a simple, fully automated and highly efficient Portfolio Administration Service in support of bespoke and generic investment portfolios.

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EBS Africa provides a comprehensive portfolio administration service for all multi asset funds including Segregated Funds, Fund of Funds and Multi Class Funds. The service includes:

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• Unitisation

• NAV/Unit Pricing

• NAV Control

• Fund Valuations

• Cash Allocation and Rebalancing

• Data Management

• Reconciliations (Asset/Liability)

• Look through reporting to stakeholders including SARB and Reg 28 reporting

• Consolidations 

• Investment Accounting Services

 

 

 

Contact us

25 Superior Road, Halfway House Estate, Midrand, Gauteng 

(T) +27 (21) 702 9300

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Efficient Benefit Consulting is a specialist independent employee benefit consulting company that focuses on providing customised, value-added retirement fund solutions to members, employers and boards of trustees. 

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EFBC PROVIDES CLIENTS WITH:
Adequate retirement fund solutions to employees and a holistic approach to financial well-being. We have different offerings available because we believe that no company is too small and no employee too unimportant.

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WHY IS EFBC DIFFERENT? 
We are independent and independent advice means that we can focus on ALL our clients’ needs. We are a specialist independent employee benefit consulting company. We focus on providing employers customized, value-added retirement fund solutions for their employees. 

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We are passionate about supporting boards of trustees of retirement funds. Efficient Benefit Consulting is a subsidiary of the Efficient Group, an integrated financial services company, and is an approved FSP. 

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THE BENEFITS OF USING EFBC:
+ Independent
+ Cost-effective
+ Specialised qualified team
+ Holistic financial needs analyses and approach
+ Individual needs - flexibility
+ National Registered Financial Advisor footprint
 

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Fairheads Benefit Services is Southern Africa’s leading independent administrator for products and services in the retirement fund and fiduciary industries. 

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The administration of beneficiary funds and umbrella trusts has been Fairheads’ core business for more than two decades and we have evolved to include unclaimed benefits, a legacy umbrella trust product and pension-backed lending.

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Our fiduciary heritage dates back to 1925 as one of the first trust companies in South Africa. Fairheads participated in the pioneering of umbrella trusts in the 1980’s  and later played a major role in bringing beneficiary funds into being in 2009. Clients can ask us to administer their own beneficiary funds, or they can choose to participate in our proprietary funds.

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Thousands of dependants, many of them vulnerable minors, depend on us for the safe management of funds left to them by loved ones. In this way we make a valuable contribution to the education, maintenance, advancement and well-being of children all over Southern Africa. We never lose sight of this responsibility.

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The Fairheads brand has been developed through a steadfast commitment to integrity, professionalism and service excellence.

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Our Value Statement

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We act respectfully, doing the right thing for the right reason to ensure our clients are safe with us.

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REGULATION 28 and SARB Reporting Services – ISAE3402 Audit Certified

 

As the requirement for transparency and accuracy increases, retirement funds are being challenged to provide higher levels of assurance to Regulators that their members retirement savings are safe and protected.

 

Global Investment Reporting (GIR) provides comprehensive Regulation 28 and SARB reporting for retirement funds in South Africa and Namibia. Our process is audited quarterly using the international standard ISAE3402 for service providers.

 

GIR assists retirement funds with complete regulatory reports (Schedule IA, Schedule IB, Non-compliance and SARB D427) as well as Investment Policy Statement (IPS), fund manager mandates, product level and member level reporting. We apply the full look-through principle on all funds and account for derivative effective exposures.

 

Our range of services also extends to Environmental, Social and Governance (ESG) reporting, Shareholder Proxy Voting and investment risk reporting for retirement funds.

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For an obligation free consultation and fund evaluation please contact:

 

Laven Chetty, CEO | (010) 595 1010 | Lchetty@girsa.co.za | www.girsa.co.za

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ICTS Tracing Services is a multi-award winning tracing services company that provides services to administrators, life offices, consultants and trustees of retirement funds. 

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ICTS Tracing Services provides a range of specialised products relating to the tracing of current and former members and beneficiaries of funds across many industries. 

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ICTS Tracing has embraced Treating Customers Fairly (TCF) & Protection of Personal Information Act (POPI) and they are fully embedded in our company culture.

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Having invested in a state of the art call centre, unique software, the latest technology and, most importantly, highly-skilled and multi-lingual staff, ICTS Tracing has been recognised as the industry leader which has lead to us being the recipient of numerous industry awards.
 

Our services include:

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• ICTS Tracing & Document Collation Process (Level 1 & 2)​

• Data Enhancing​

• Member Tracing

• ​Document Collection and Collation

• ​Investigative Tracing

• ​Verification of deceased

• ​Bank account verification

• ​Administration & Reconciliation

• ​Client Reports

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Just is a retirement income specialist who focuses on addressing the widespread, recognised problem of people outliving their assets in retirement. We rethink retirement, offering an innovative range of life annuities, allowing retirees to choose an income structure that meets their needs.
 
Just’s lifetime income is a post-retirement monthly payment providing a guaranteed income in retirement. The income will never decrease no matter what happens to investment markets or how long you live, and any annual increases in income get locked in.
 
Our products include:
•    Just Lifetime Income
•    Just Fixed Escalation Income
•    Just Level Income
•    Just Inflation-linked Income
•    Just Structured Endowment
 
An adapted form of Just Lifetime Income is also available as an asset class within a living annuity, commonly referred to as a blended living annuity.

We believe one-size-fits-all retirement income products don’t suit everyone. Research shows that many retirees would prefer to receive a guaranteed income for life, especially in times of uncertainty. And while investment tools are very effective in managing investment risk, retirees still risk depleting their savings if this is not managed effectively. Longevity risk requires insurance to provide income sustainability throughout retirement – no matter when it ends.  

As an insurer, Just guarantees retirement income for life, giving you financial certainty and protection from outliving your assets.
 

Liberty Corporate is a core division within the Liberty Group and part of the greater Standard Bank Group, our parent company. We are market leaders in employee benefits, investment and risk solutions to the South African business community. 

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We provide a range of group risk solutions to choose from, also referred to as ‘insured benefits’. Mostly, these benefits relate to life, disability, health and dread disease insurance. In addition, we offer annuities which guarantee to pay an income for an employee into retirement. This insures against the risk of living longer than expected. For those employees looking to retain exposure to investment markets, our Living Annuity product is an attractive option. All of these annuities can be tailored to meet each employee’s unique income needs.

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Liberty Corporate has a range of investment portfolios suitable as retirement funds and for businesses. These investment portfolios vary from specialist asset class investments to balanced mandates.

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We understand that you need to focus on growing your business. Liberty’s umbrella solutions give you the flexibility to structure employee benefits that will empower your employees. This allows your employees to live their lives with the knowledge that their financial future is secure and their families are financially protected.

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Liberty Corporate’s fully fledged administration team provides a comprehensive fund administration service to more than 11 000 retirement funds.

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Liberty Corporate has been providing corporates, retirement funds, social security schemes and other institutions with a multitude of specialist consulting and actuarial solutions.

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Mentenova Consultants and Actuaries provides specialist benefit consulting and actuarial solutions to corporates, retirement funds and other institutions.

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We provide original thinking on retirement, rewards, risk, healthcare and investments to provide the best possible outcomes for our clients.

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This includes the use of data analytics to find innovative and bespoke solutions that meet the specific needs of our clients.

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Mentenova Consultants and Actuaries helps you do better business and achieve superior outcomes through happy, financially empowered employees.

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If you need help with retirement savings and fund advice, employee benefits, rewards, corporate risk management, actuarial advice and consulting or advanced data analytics we can help you.

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Mentenova Consultants and Actuaries help you do better business through happy, financially empowered employees.

 

"The information contained in this document does not constitute financial, tax, legal or accounting advice by Mentenova Consultants and Actuaries. This information is made available without any representation or warranty, either express or implied. Any legal, technical or product information contained in this document is subject to change from time to time at the discretion of Mentenova. Whilst every attempt has been made to ensure the accuracy of the information contained herein, Mentenova Consultants and Actuaries cannot be held responsible for any errors that may occur."

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Momentum Investments was created as a direct result of Momentum Metropolitan Holdings Limited’s client-centricity strategy and journey, through the consolidation of all the investment capabilities across MMI Holdings, and was established on 1 December 2010. The underlying investment businesses that came together to make up Momentum Investments include Momentum Asset Management, Momentum Outcome-based Solutions, Momentum Investment Consulting, Momentum Alternative Investments, ERIS Property Group and Momentum SP Reid and Momentum Global Investment Management.

 

We have one shared objective, which is ‘to keep our clients invested’. We have 59 investment professionals with more than 808 years of investment experience as well as R572 billion assets under management and administration.

 

We offer a brand that has a strong reputation for ethics, honesty, integrity and transparency, as well as strong parentage, stability and governance.

 

We have a history of innovation and research unrivalled in the industry. This knowledge and skill is readily available and shared with clients. Momentum Metropolitan Holdings is our shareholder, affording us the stability and strength of a listed company. The security of the Momentum Metropolitan Life Limited balance sheet offers protection that few others can. This access to the support and resources of a larger group allows you the peace of mind that cannot always be offered by smaller companies in the financial field.

Ninety One | Investing for a world of change

 

Ninety One is an active, global investment manager with the goal of providing long-term investment returns for our clients. Established in South Africa as Investec Asset Management in 1991, we are today a global firm, dual-listed in Johannesburg and London, with more than 250 investment professionals, based in 21 offices across 14 countries*. 

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We aim to achieve excellence over the long term. Our culture encourages our people to reach their highest potential and puts our clients at the centre of our business, while making a positive difference to people and the planet through actively preserving our natural environment.

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When it comes to investing your hard-earned money, partner with an investment manager who has a proven track record - even during turbulent times. 

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Isn’t it time to change how you see investing? 
 
*As at 31 December 2021

Ninety One SA (Pty) Ltd is an authorised financial services provider.
 

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Pensions World SA is a quarterly journal that includes articles from employee benefit practitioners throughout the spectrum of organisations throughout South Africa.

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The publications keeps our readers up-to-date on topical aspects of retirement funds, including developments in the legal, taxation, investment, wellness and financial planning areas. Our articles cover topical issues and challenges facing the employee benefits market and also provide educational information for trustees.

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In December 2019, Pensions World SA was acquired by EBnet, a unique digital retirement industry knowledge portal in South and Southern Africa with the widest digital footprint in the industry. Pensions World uses the EBnet distribution platform that consists of e-mails to over 12,000 subscribers, several times a week with Social Media postings daily to our 12,000 followers and a weekly summary is done to our broader LinkedIn affinity groups with over 227,000 members.

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The format of the magazine has been overhauled and updated to the latest e-magazine interactive format. 

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This enablement further steps up the entire digitisation of the combined Pension World / EBnet / Social Media presence to unrivalled levels in this unique market segment to the benefit of our readers and advertisers alike and we are excited by the new opportunities this brings to the retirement industry and its stakeholders.

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We offer a comprehensive wealth management offering, designed to meet your needs as an individual, family or business. You can trade directly in shares and other securities, or invest in unit trusts. We also offer a comprehensive estate planning and fiduciary service, including local and offshore trusts and the administration of deceased estates. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.

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We offer a broad range of employee benefits to corporates, institutions and small and medium-sized enterprises (SMMEs). We can help you to make healthcare, retirement or risk benefits available to your staff, and can also help you to invest your business capital. We offer these benefits individually, or in combination.

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We have a diverse employer client base and extensive group benefits and corporate investment experience. We also enjoy established relationships with all major product and service providers, but maintain our independence and hold no exclusivity agreements. This leaves us equipped to provide you with customised, best of breed business solutions.

 

 

 

 

 

 

 

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At Sanlam Corporate, we know that we live in a world that is constantly changing and that the ability to weather difficult times or take advantage of opportunities that arise can be the difference between success and failure, for institutions and individuals.

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Which is why we aim to partner with you to craft a transparent, meaningful and professional relationship that delivers robust, relevant and responsive solutions that enable your financial resilience.

 

Realised through an integrated Sanlam Corporate experience that ensures that the individuals as well as the institutions you are responsible for are financially prepared for both the expected and the unexpected.

We partner with you to enable financial resilience.

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Our services:

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• Retirement Fund Solutions

• ​Investments

• Healthcare

• Risk Insurance

• FinTech Platforms

• Consulting and Advice​

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Visit our website for more details...

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Sasfin Asset Managers is no ordinary boutique asset manager. We are called “boutique” for a reason - we are smaller, more personal, independent and highly protective of the preservation and growth of our clients’ capital. In addition, we benefit from being part of the broader Sasfin Group, a bank-controlling company that listed on the JSE in 1987, and whose roots can be traced back to 1890. Since its founding in 2002, Sasfin Asset Managers has garnered a reputation as one of South Africa’s leading boutique Asset Managers. Our diverse offering has grown to incorporate a range of equity, income and multi-asset class funds designed to suit the needs of our discerning retail and institutional client base. 
 
Our investment team includes some of South Africa’s most highly-regarded Fund Managers, several of whom have managed large-scale institutional money for decades. This ability to attract top talent has also ensured that the meticulous research produced by our in-house team, coupled by close partnerships with leading global research houses, is always of the highest calibre.
 
We understand the importance of lasting and sustainable legacies, and we pride ourselves in the long-term partnerships we create with the individuals and institutions we serve. To this end, our priority is foremost to protect and preserve our clients’ capital, while remaining accessible.

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We are a consulting and advisory business that operates in the employee benefits industry.

We are business partners who will walk with you through the ever-changing landscape of retirement funds and employee benefits.

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Our Customised Solutions Offerings

We at Simeka take immense pride in crafting individual solutions for your unique needs, in line with our commitment to provide customised employee benefits solutions.

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• Retirement

  • Crafting retirement solutions for your unique needs.

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• Actuarial

  • Translating complicated calculations into meaningful solutions.

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• Investments

  • Structuring investment solutions to address the right risk at the right time

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• Health

  • Developing healthcare strategies to create employee wellbeing.

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• Wealth

  • Addressing individual needs to improve financial outcomes.

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The Verso Group of Companies consist of a range of independently established financial services companies. We specialise in providing:

 

• Retirement fund administration

• Umbrella fund solutions

• Employee benefit consulting

• Trustee and fiduciary services

• Member communication and education

• Savings and investments

• Retirement planning

• Personal risk management

• Medical aid scheme consulting and gap cover

• Short-term money market instrument intermediary services

 

Verso Financial Services (Pty) Ltd, one of the associated companies, offers comprehensive employee benefits consulting and retirement fund administration services that encompass all aspects of independent advice, prudent retirement fund management and best practice principles. Our handpicked employee benefits team remains abreast of legislative changes and market trends to ensure our client’s compliance with all regulations and legislation.

 

We support our Boards of Trustees by offering fund secretarial services, responses to Pension Funds Adjudicator complaints, investigation and recommendations in respect of the allocation of benefits in terms of Section 37C of the PFA and independent Trustee training, to name but a few.

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