Better retirement outcomes and service from a well-managed fund.
Too many standalone retirement funds in South Africa are operating at unnecessarily high costs. With our fund, you get improved buying power, which lowers administrative and insured benefit fees.
Reduced fund-related work 
Your key professionals who serve as trustees end up spending time on non-core jobs. In addition, there is a shortage of skills when it comes to people who could serve as trustees. The constant need to upskill and train employees adds to this challenge.
Less fiduciary and litigation risk 
Increased regulation and greater market complexity are surfacing just how onerous and enormous fiduciary responsibilities can be.
Better investment outcomes 
Access to a wider range of diversified and highly rated investments, which means strong long-term performance with competitive investment fees.
Empowering better decisions 
Regular, professionally crafted member communication empowers employees to make better financial decisions, improving their financial future.
The trustees of the fund collectively have over 100 years of industry experience. They make sure that the fund meets all its financial and legal commitments. Each trustee has an area of expertise to add value to the management of the fund.
The trustees formally meet four times a year to review the legal, benefit, financial and governance framework of the fund. An annual investment workshop is also held to review the investment framework and consider new developments in the investment industry applicable to retirement funds. Sub-committee meetings are in place to deal with the day-to-day running of the fund.
