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SERVICES

FRONT OFFICE ADMINISTRATION

We form an important human link between Members, Employers, Trustees, Schemes, Funeral Parlours and the Administration services.

Our services include:

  • Data and premium reconciliations.

  • Full section 13A (payment of contributions) compliance management and reporting.

  • Employer training.

  • Claims processing and support services.

  • Member support services through our contact centres.

  • Providing web based front office systems to employers and scheme owners.

  • Providing front office services to Section 13B Administrators so they can focus on their businesses.

EMPLOYEE BENEFITS CONSULTING

Advice to trustees, employers and members include:

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Retirement fund secretarial services.

We prepare the agenda packs and minutes for all fund related meetings. We coordinate all action items arising from these meetings.

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Retirement fund governance services.

Our services are based on the requirements of PF130 and King III. We therefore implement a range of risk management protocols and tools to ensure compliance at all times.

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​Employee benefit consulting services.

We offer advice to trustees, employers and members. Our consulting services include:

  • Advice on the appropriate benefit structure, contribution rates and insurance benefits.

  • Regular re-broking of all the insurance arrangements.

  • Advice on industry trends and developments.

  • Project management of mergers and acquisitions.

  • Project management of conversions from stand-alone to umbrella arrangements.

  • Member communication including newsletters, induction sessions, pre-retirement seminars and
    individual advice.

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We provide training to trustees empowering them to make informed decisions.

PERSONAL AND
FINANCIAL PLANNING

Futura provides personal financial planning to individual and corporate clients.

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Our services include:

  • Insurance benefit advice.

  • Investment advice.

  • Retirement planning.

  • Advice on exit from a retirement fund.

  • Buy and sell agreements.

  • Key person insurance.

Need more information?
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