We help our corporate clients (through our partners) with setting up Pension and Provident Funds for their employees to save for the golden ages. The Preservation Funds are for the employees looking to preserve their retirement savings under the following circumstances:
• Resignation, retrenchment, dismissal, winding up of a fund
As for the Post-Retirement Annuities, these are for clients that will be buying the mandatory annuities with 2/3rd of their pension total balance upon retirement to set up a retirement annuity that will be paying them a monthly income. When it comes to a Provident Fund, the client has a choice to use 2/3rd of their total balance for monthly annuities or to seize/withdraw their entire balance upon retirement.
Pension Funds
Our brokers will be more than pleased to have a chat and quote you on this product.
Provident Funds
Our brokers will be more than pleased to have a chat and quote you on this product.
Preservation Funds
Our brokers will be more than pleased to have a chat and quote you on this product.
Post-Retirement Annuities
Our brokers will be more than pleased to have a chat and quote you on this product.
Take Note
When you choose to take us on as your intermediary, we handle all the admin that comes with the products/ services you’re subscribed to. Here are a few admin tasks that we as your chosen intermediary assists with:
- Initial paperwork (applications, intermediary appointment etc…)
- Overseeing timeously payments of premiums and fund contributions
- Providing quarterly reports
- Updating any changes to member data and benefits (New employees, resignations etc…)
- Aiding outgoing members with the transfer of their fund balances to their new employer’s pension fund, with the transfer of funds to preservation funds, & and guiding them through the process of withdrawing their funds if they wish to do so
- Distributing the members’ annual fund statements
