Employer Financial Services FAQ
We provide pension and provident fund setup, group life and disability benefits, funeral schemes, medical aid support, trustee training, Section 14 transfers, and ongoing employee benefit consulting.
Both are employer retirement funds, but they may differ in contribution structures and how benefits are taken at retirement. We help employers choose the structure that best suits their workforce and business objectives.
These benefits provide financial protection for employees and their families if a staff member dies or becomes disabled, while also improving employee retention and demonstrating employer commitment to staff wellbeing.
Yes. We work with businesses of various sizes, including small and medium-sized enterprises, to create affordable and scalable employee benefit solutions.
A Section 14 transfer is the regulated transfer of retirement fund assets and members from one approved fund to another. We assist with the process to ensure compliance and minimal disruption.
Trustee training equips retirement fund trustees with the knowledge required to understand their fiduciary duties, governance responsibilities, investment oversight, and regulatory obligations.
Yes. We help employers evaluate corporate medical aid options and support the administration and communication of selected schemes.
We recommend reviewing benefits annually to ensure they remain competitive, cost-effective, compliant, and aligned with changes in workforce demographics and business needs.
A structured retirement fund helps employees build long-term retirement savings, may offer tax advantages, and can improve financial wellness and employee engagement.
We provide independent, personalised advice that balances employee protection, regulatory compliance, cost management, and long-term business sustainability, with ongoing support for employers and trustees.
