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:

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.

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.

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.

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.

Our services include:

  • Insurance benefit advice.

  • Investment advice.

  • Retirement planning.

  • Advice on exit from a retirement fund.

  • Buy and sell agreements.

  • Key person insurance.

Image by Noah Silliman
FUNERAL ADMINISTRATION

We provide front office administration services for schemes/institutions via a web enable system whereby institution has access to either view and/or administer certain functions themselves.

 

Our services include:

  • Scheme application, system set-up and implementation with Insurers

  • Member application processing, member record and data maintenance

  • Print and distribute membership certificates 

  • Monthly invoicing

  • Premium collection and processing to system via EasyPay and/or debit order

  • Provide monthly data to Insurers

  • Claims vetting, submission to and follow-up on payment from Insurers

  • Specialised reporting

Need more information?