PENSION PLANNING AND ADVISORY SERVICES

FUNCTIONS OF THE PRODUCT

Provide advisory services to clients on passage and implementation of Pension Reform Acts 2004

Collaborate with the States Assemblies on the passage of the Pension Bills and ensuring subsequent compliance by the public and private institutions within the purview of the states.

Assisting the states on migration from Defined Benefits Schemes and
Pay-As-You-Earned (PAYE) to fully funded Defined Contribution
Schemes.

Assisting in the collation and sanitation of the existing pensioners Data
Base.

Determine the Transfer Value of the existing employees entitlements under Defined Benefit Scheme to the new dispensation (Retirement Savings Accounts RSA).

Organizing sensitization and awareness programme for the workforce of
the client.

Organize workshop for people who are close to retirement age.

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