Setting up or choosing a retirement or pension fund is essential, but it can be tricky.
Our experienced team offers you excellent retirement and pension advice, as well as appropriate fund management under three broad mandates: high, medium and low equity.
We offer a range of pre-retirement products which include retirement annuities, corporate-aided pension and provident funds, in addition to preservation funds designed to preserve accumulated retirement benefits throughout your career.
We also offer advice and investment management services for small-to-medium sized company pension and provident funds.
These three balanced portfolios adhere to the principles and guidelines set out in Regulation 28 of the Pension Fund Act
