INDIVIDUAL COUNSELLING FOR RETIREMENT

Now available online.
We offer full counselling services.

Many people want the opportunity to discuss their retirement situation and financial affairs with people who are knowledgeable in this area and who have no conflicts of interest.  Few such opportunities are available.

We have provided this service, to several thousand people over more than 20 years.  

From 1st March 2019 anyone leaving employment must be offered retirement benefits counselling to help them make informed decisions about how to invest their retirement fund moneys.  

Resignation and Dismissal Benefits Counselling

The member may leave their accumulated retirement funds in the retirement fund of the employer they are leaving.  It is important that they be made aware of all the options available to them for their retirement investments. 

Full Retirement Counselling

Making this service available to retiring members at least 6 months before they leave will provide those members with basic financial retirement counselling and, in the process, meet the requirements of the Pension Funds Act;

Retrenchment counselling

Making this service available to retrenched employees within 6 months of their leaving will provide them with some financial basic retrenchment counselling and, in the process, meet the requirements of both the Pension Funds and Labour Relations Acts.

Retirement Benefits Counselling.

This service must be provided by pension funds and is usually issued as a note, or given as an interview discussing only what to do with your money in that particular pension fund.   This is an improvement on offerings in the past but it is still incomplete.