Evolution Corporate Benefits aims to support clients in building a successful retirement fund programme within their businesses. We achieve this by using a diverse range of proven strategies that aim at enhancing benefits, whilst minimising risk.
Our service and advice is customised to each client and our detailed approach ensures effective and efficient solutions that are presented in a manner that is easy to understand.
CONSULTING SERVICES
Evolution Corporate Benefits aims to provide employers and fund members with expert and objective technical advice on all aspects of their Retirement Funding arrangement including:
- All administrative and related matters
- Benefit design and structuring
- Interpretation and application of legislation as pertains to your Retirement Fund.
- Interpretation of Income Tax Legislation and how to take full advantage of the various tax concessions whilst ensuring that legislative requirements are met.
- Assistance with periodic investigations into policy and pricing in respect of all benefits.
- Assisting with the formulation of an appropriate investment policy and strategy for the fund.
- Regular investment feedback as well as performance reviews.
- Administrative training for all your staff involved with the fund.
- Extensive member education and support as required.
Our service extends to individual fund member level where we provide comprehensive advice on options available at retirement and on termination of service.
ADMINISTRATION SERVICES
As a Financial Sector Conduct Authority approved Section 13B Retirement Fund Administrator we are also positioned to provide comprehensive and effective administration solutions for your company retirement fund.
By dealing directly with Evolution as the administrator, all 3rd party intermediated services that can often result in unnecessary expenses and time delays are eliminated.
This approach, where you are at all times dealing directly with Evolution, ensures that any problems or queries are dealt with timeously and accurately.
Our two umbrella fund offerings (Pension & Provident) are Financial Sector Conduct Authority Registered and approved by The South African Revenue Services.
SHOULD YOU REQUIRE ASSISTANCE OR ANY FURTHER INFORMATION REGARDING THE ABOVE, PLEASE DON’T HESITATE TO CONTACT ONE OF OUR CONSULTANTS