• Pension Fund Set up (Design, structure & registration)
• Benefit Design and Redesign
• Pension Fund mergers and splits
• Pension Fund Dissolutions
• Pension Fund Conversions
• Secretarial Services
  • Organising Trustees Meetings
  • Board of Trustees Meeting pack preparation
  • Minute taking
• Administration Services
• Data Management
  • Claims Processing and Management
  • Pensioners Payroll Management
  • Client Servicing
  • Preparation of Financial Review data
  • Member Communicaion – Employee Bemefits Statements, Member Pamphlets / Booklets.
• Pension Fund Accounting
  • Production of Fund management accounts and year end financials.
  • Coordination of external audits.
  • Cashflow management
  • Investments – Allocation of funds to various Investment Managers, Disinvetments
  • Processing of Payments to beneficiaries and service providers
  • Preparation and lodgement of tax returns
  • Trustees Investment Reports, Asset Manager ranking
• Fund Reporting
  • Preparation of Fund administration reports for Trustees
• Legal Responsibilities
  • Registration of Rules and amendments
  • Monitoring and advise on compliance issues
  • Preparation and submission of regulatory returns
  • Ensurng service level agreements are in place
• Umbrella Pension Fund services
• Liaison between the Fund and other service providers
• Training

• Consulting, Outsourcing and Investments
• Staff Addresses
• Communication
• Retirement Planning and Counselling
• Spouses, Children and Other Beneficiaries Counselling
• Service Provider Selection
• Financial Planning
• Member Education on various pension fund aspects

Vendor selection, negotiation, placement and monitoring of  life assurance products which include Group Life Assurance, Funeral and Ill Health cover

• Trustees Training
• Induction of New Members

• Management of Employee Health care consulting
• Vendor selection and monitoring - market review, negotiations and placement
• Travel Insurance
• Intermediary role on difficult claims
• Member Education on Health products and cover utilisation