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Retirement Benefit Consulting

Here for you, every step of the way.

What is Retirement Benefit Consulting?

We offer retirement expertise consultation and experience by ensuring that you end up with a strategic, goal-oriented retirement plan tailor-made for your business, your organization, and your team.

Structure of Retirement Consultation.

Over and above scheme fund administration we provide scheme benefits consulting services. We provide the following consulting services:

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Scheme Conversions & Set Ups

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Scheme Winding Up & Liquidations

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Scheme Membership Data Audits

Secretarial Legal & Compliance Management Services

These services can be offered independently or jointly in the event that we provide scheme administration services for the client. For example, before we take on a scheme we ensure that the data we have received is correct before we input it into our system.

In such a case we will carry out a scheme member data audit to ensure that the data is correct, this is usually an added value to the clients we have under the scheme fund administration.

 

Scheme Conversions

We have two types of schemes, which are the defined benefit and the defined contribution scheme. We assist clients who may wish to convert their schemes in this case from the defined benefit scheme to the defined contribution scheme.

 

Scheme Winding Up and Liquidations

In the unfortunate event of the closure of a company, we assist the company that is closing down in winding up their pension scheme and ensuring that each beneficiary of the scheme is contacted and the winding up and liquidation of the scheme is done in a satisfactory and transparent manner.

We also ensure that the benefits are paid out to the last, to all the rightful beneficiaries.

 

Latest Insights

Having Fun Cracking Retirement

Having Fun Cracking Retirement

When retirees realise how much time they have on their hands, many develop an irresistible urge to tick off the things they have always wanted to do.

Did you know that the reality of retirement can be far from lacklustre?

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