Our consultants have the experience and knowledge to provide all the necessary assistance to employee and employer groups on all aspects of retirement fund benefit design.
With no links to insurers, product providers or and asset managers, a Robson Savage consultant will provide honest untainted advice in the best interest of clients, with solutions to meet their specific needs.
In the constantly changing regulatory environment, we focus our energies on the specific impact which industry developments and product ranges would have on the fund and its members.
Our consulting team is suitably qualified and is deliberately more experienced, giving clients the benefit of experience, maturity and above-average interpersonal qualities.
Our specialist range of services covers inter alia;
- The selection, implementation and on-going management of a retirement vehicle, whether it be a free standing pension, provident, hybrid scheme, or in an umbrella arrangement;
- A detailed analysis of a client’s group insurance needs to assist in unforeseen personal hardships such as death, disability, dread disease and funeral costs, inter alia, and the implementation of the necessary arrangements;
- The constant re-evaluation of insurance underwriters, and the translation of their jargon and terminology into plain simple language we can all understand;
- The development of communication and education material for members such as member booklet’s, newsletters, trustee reports, and on-site presentations to members;
- Development and implementation of appropriate investment structures and mandates for retirement funds.
For more information please contact Roxann Buys