Many large retirement funds have not yet appointed a beneficiary fund and choose to retain and administer minors’ benefits in the retirement fund itself. Giselle Gould, Fairheads’ Business Development Director explains why retirement funds...
Retirement fund trustees have a fiduciary duty when paying out death benefits. Even if guardians are financially competent, trustees should ask four key questions before making a decision, says Giselle Gould, Fairheads’ Business Development Director.
March 2015 David Hurford explains how the company’s Comparison Rates model provides a simple, standardised way for retirement fund trustees to compare costs associated with beneficiary funds and umbrella trusts.