Case Studies
These case studies provide more insight into how our products can work for our clients’ individual needs and circumstances.
Beneficiary case studies: Some inspiring real-life stories
In late 2020, Fairheads Benefit Services held a series of webinars in various languages under the heading of “Planning for your future”. The webinar panelists discussed how beneficiary fund members should start thinking about a career...
Success with RAF pay-outs to Fairheads Legacy Trust
Fairheads’ umbrella trust product, The Fairheads Legacy Trust, is gaining traction, particularly among lawyers, as a solution for the trusteeship and administration of lump sums paid out by various means including testamentary...
Fairheads Legacy Trust helps family in need
By David Hurford, Director: Marketing & Consulting This good-news case study* shows how the Fairheads Legacy Trust product can effectively be used to receive assets from an existing testamentary trust, thus alleviating the...
Unclaimed Benefits – The Human Face
Fairheads has launched two unclaimed benefit funds – the Fairheads Unclaimed Benefit Preservation Pension Fund and the Fairheads Unclaimed Benefit Preservation Provident Fund. Below are two case studies where we have been successful in...
To Preserve Or Erode: The case for beneficiary funds
By David Hurford, Director Marketing and Consulting, Fairheads Benefit Services To preserve or erode: The case for beneficiary funds I am often challenged in trustee report back meetings about the rate of capital growth on beneficiary...
Beneficiary Funds – Stretching Benefits
The graph illustrates an example of a member, aged five years at inception, with an original capital investment of R100 000. The funds are invested according to the board approved asset allocation model and payments from the fund...
Comparison Rate model for beneficiary funds and umbrella trusts
Since 2009 the beneficiary fund industry has grown to an estimated R9 billion. Add to this the umbrella trust sector valued at around 10 billion and it is clear that these vehicles are used to look after the benefits due to a...