The information on the Adviser and Institutional areas of this site have been tailored for investment professionals. Appropriate product, fund and service information
for private investors can be accessed on the Personal area of our site. Terms & conditions.
Employee Benefits Investments comprises a dynamic team of individuals, all of whom who are industry leaders in their respective fields. This translates into flexible retirement investment solutions, structured in a unique fashion based on the needs of each respective client. These are not off-the-shelf solutions, but rather customized in a systematic fashion via a consulting process with the client taking into account HR practices, cashflow availability, philosophy within the company and any specific needs of the client.
Removes a client’s exposure to all risks it is currently exposed to.
Conducted via voluntary settlement offers essentially replacing the current contractual obligation with an alternate benefit.
The offer is customised to ensure fairness taking into account available resources of the client.
We conduct all consulting to the client, communication of any offers and implementation of any solution.
Meets IAS19 definition of plan asset.
Significant risk transfer with respect to mortality, investment and reduction in administration burden.
Flexible funding into the structure.
Positive accounting reflection.
Seamless and low cost setup.