To boards of trustees
We offer boards of trustees:
- Consulting services, including information and education around beneficiary funds and umbrella trusts.
- Training and advice in death benefits distribution.
- Assistance in assessing guardian competency to manage funds on behalf of minors (tools).
- Tracing. We have an in-house tracing department. A dedicated team of people go the extra mile to trace beneficiaries, with a high rate of success.
- Regular newsletters with industry, legal and tax updates.
- Reporting. We meet with trustees as and when required for a customised report-back.
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Peace of mind. We will look after your beneficiaries. We are developing a member communication strategy that goes beyond the requirements of PF130.
