► Admin of monthly contributions
► Upkeep of member information
► Benefit payments (fund credit, risk and funeral)
► Beneficiary trust funds (minor children, etc.)
► Monthly pension payments
► Online benefit statements
► Member ID cards
► New funds registration (FSB & SARS)
► Drafting of fund rules
► Amendments to fund rules
► Setting up trustee meetings
► Professional indemnity & fidelity guarantee insurance
► Communication with the FSB, SARS and Pension Fund Adjudicator
► See that trustees resolutions are implemented
► Legal complaints monitoring
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► Full management of trusts on behalf of deceased member’s minor children
► Monthly payments to minors guardians under certain conditions
► Handling of balance payable not before 18 years of age
► Third party auditor function to enhance transparency
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► Assist in manager selection
► Asset managers’ performance monitoring
► Arrange investment presentations by asset managers
► Constantly researching & developing of niche products
► Total administration of these unique products
► Life stage portfolios performance:
► Client services and queries
► Tracking of named beneficiaries
► Investigation in the case of no named beneficiaries
► Online benefit statements
► Personal contact information

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► Financial intermediary services and consulting
► Group life assurance
► Disability benefits
► Professional health insurance
► Funeral benefits (up to R30 000 per family plan including extended members)