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 someone who is knowledgeable and who has 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

Members may now leave their accumulated retirement fund values 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 them  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 basic financial 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 but is usually done by providing notes, or a call centre  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.