Perks Creation And Commercial Advisory
Perks Creation And Commercial Advisory
Financial goals with perks that perk you up.
When last did you draw up a list of financial goals for you or your business? Our goal is to help our clients construct a unique package of benefits that meets their demands and matches their company culture on a cost-effective basis, whether it’s generating superior service from an existing benefits plan or just getting the most out of existing benefit providers. By establishing your financial goals, we provide you with the best-in-class financial forecasts for any type of business financial plan.
Net Replacement Ratios of Members
A member replacement ratio is an indicator of how many people are replacing each other. These ratios offer people an idea of how well they’ll be likely to substitute their final wage when they retire.
Assessment of All Costs
Costs imposed on a pension have the effect of lowering the number of pension payments provided to members when they retire. These expenses are taken from regular payments and/or investment gains. According to studies, if annual charges levied against a share of the fund were cut from 2.5 percent to 0.5 percent over a 40-year period, the final retirement earnings would be increased by 60%. Our corporate broking department counsels clients about their responsibilities under the rules and investor relations.
Group Risk Management Solutions
Group Risk Management Solutions include associations with all major service providers as an independent risk supplier in providing objective assistance and recommendations on suitable risk provider nomination related to the client needs in terms of prices, benefit structures, and demographics through annual risk costing audits and service provider risk costing discussions.
Advisory on Investments
- FSCA-registered asset managers in categories I, II, and IIA.
- Risk profile analysis of investment funds • Investment strategy recommendations
- Reporting on fund returns and market developments on a regular basis to make particular investment proposals.
Asset-Liability Modeling
- Asset-Liability Modeling is a powerful statistical methodology that tries to give clients (corporate and individual members) an asset allocation that is appropriate for their specific obligations.
- We can provide this service because we have a team of expert statisticians and market advisers on staff.
Actuarial Services
- Onsite or internal actuarial services
- We can collaborate with the actuary hired by the administrator
Financial Goals and Planning for Members Face-to-Face or Head-on
- In addition to tailored company pension counseling, each individual will have access to financial professionals who can help them set and achieve their long-term financial goals.
Workshops on Member Financial Management
- Designed to provide employees with the tools they need to develop a comprehensive financial budget or budget statement, we’ll cover topics like financial investments, retirement savings, and basic financial matters. These are implemented as a result of the financial goals established from the start.
Services for Retirement Funds
- Providing objective counsel and advice on proper administrator appointments in terms of expenses, fund requirements, and demographics, as well as maintaining independent administrator partnerships with all key service providers.
- Employee benefits administration support service modeled after a private customer to guarantee that the selected administrator follows the signed administrator and service level agreements.