Heritage will assist management in selecting the appropriate service providers for the many differing facets of the retirement fund, i.e. the administrator, the investment and risk benefits provider. Heritage has a strong focus on independence and believes each provider should be appointed on merit and their ability to deliver premium service.
The design of a group Retirement Fund should suit the needs of both the employer and the employees and meet the organisation’s overall objectives. Only then will we recommend the most appropriate providers for the fund.
Heritage will assist your staff and management with the following:
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