Services

Discover our robust range of services designed to exceed your needs. 

Benefit consulting for retirement fund

  • Comprehensive benefit structures and consulting services
  • Human resource and employer support
  • Investment risk profiling and benefit design

Retirement fund administration

  • New retirement fund registration and benefit design
  • Stand alone or umbrella fund solutions
  • Management of multiple benefits, pay points and collections
  • Contribution collection and reconciliation
  • Asset and Liability matching
  • Benefit disbursement
  • Fund reporting
  • Regulatory reporting
  • Financial reporting & Annual returns

Member
Communication

  • Personal and general Member communication is essential as it ensures members remain informed and involved in their retirement fund
  • New entrant certificates
  • Annual and provisional benefit statements showing the member’s current fund value, insured benefits (if part of the Fund) and summarising important details of the Fund.
  • Newsletters and Fund Reports and Trustees communication
  • Investment reporting 
  • Member education and support

Ease of access for members and employees

  • Online member and employer portal
  • Mobile APP 
  • WHATSAPP and SMS Services

Beneficiary
Fund

  • Beneficiary funds are designed to protect the assets of those who receive death benefit payouts.

  • WAD Beneficiary Fund is a safe and efficient solution for minor dependants of deceased members.

  • The Fund offers a secure home for benefits payable to minor beneficiaries. Legislation allows the Fund to receive and administer benefits upon the death of a member.

Trustee and Retirement Fund Governance Services

  • Independent Trustee and Principal officer services
  • Trustee training services
  • Statutory and regulatory reporting
  • Retirement Fund Governance support and services
  • Compliance and FSP risk management services

Contact us today

Let’s explore how we can help you do more than pay wages, you can change lives.

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