Independent retirement fund consulting
AND PROJECT MANAGEMENT SERVICES PROVIDER
Rather than advising individuals on retirement provision, we focus exclusively on providing corporate retirement fund consulting services.
That frees us from distractions and helps us to deliver independent, impartial advice that’s in the best interests of your company’s retirement fund and your existing and future retirees.
Managing your company’s retirement fund is a significant responsibility. In addition to providing growth opportunities for your people now, you want to be sure that they’re provided for in their retirement.
Saving you time and money
As an employer, the more involved you are in project managing this aspect of your company’s financial planning, the greater your administrative burden will be. That means less time to focus on your core responsibility: growing your business and adding value.
The Pension Fund Partners Difference
Professional independent oversight
Cost-effective services and solutions that save you money on fees
Free, no-obligation assessment of your company’s current retirement benefit structure:
Objectives and long-term member impact
Current provider assessments: fund administration, investment management, actuarial services, procurement of insurance benefits, communications and benefit management costs
Meet the Executive Leadership
The Pension Fund Partners team has a laser-like focus on customer service. Our combined expertise and years of experience mean that we’re ideally placed to provide corporate retirement fund consultancy and project management services
John Xides – Managing Director
B Comm (University of Witwatersrand)
Post graduate Diploma in Financial Planning (University of Free State)
With over 24 years’ experience in the employee benefits industry, John has worked at both Alexander Forbes and Robson Savage in a variety of consultant roles. During this time, he has refined his approach to offer client-centric independent advice to boards of trustees requiring assistance with strategic thinking, project management, compliance and governance. He relishes the freedom to act in his clients’ best interests without external influence or the pressure to sell products.
Michael Harper, CFA – Branch Head
CFA Charter-holder
Member in good standing – CFA Institute (International) and the CFA Society of South Africa.
Michael brings a comprehensive asset management and asset allocation skill set to the Pension Fund Partners team, thanks to his 23 years of financial markets experience. This has included overseeing the derivatives desk of a large independent Financial Services Company (a member of the JSE in equities and derivatives). He ultimately advanced to being deputy CEO of the entire firm, whereby he was able to hone his leadership skills and gain directorship experience.