CONTACT
info@benefitcounsellor.com | |
+27 66 145 7119 | |
Tel no. | +27 21 300 5729 |
Address | Head Office 201 Pinehurst Building Somerset Links Office Park Somerset West 7129 Johannesburg: Satellite Office |
Fully compliant
Automated, self-service
Cloud-based
Private, safe, secure
Independent
(We do not sell products)
Paperless exit process
Online chat
USSD
Email support
Financial wellness focused
Gamified rewards system
Educational videos
(Coming Soon)
We provide retirement benefits counselling via an online cloud-based platform and self-service kiosks. Our turnkey solution is fully compliant with new default regulations under section 36 of the South African Pension Funds Act and makes provision for retirement, resignation, retrenchment and dismissal.
The Benefit Counsellor can be accessed by all members, at any time, and on any online device. We also install self-service kiosks on site to make the service more accessible to members. Members can see their savings balances, plan for the future and receive counselling in real-time.
We take care of the security of information and privacy of our clients according to industry best practices.
We are serious about financial health and know that retirement planning starts long before retirement. Therefore, our solution serves as a one-stop retirement planning tool for members of all ages.
The South African Pension Funds Act stipulates that all retirement fund members must have access to retirement benefits counselling:
We understand the challenges facing retirement funds when it comes to communicating with members.
Our platform helps retirement funds to effectively communicate with their members at all times. Members are empowered to access their fund balances, contribution history and other benefits at any time.
Throughout the counselling process, we nudge members into making responsible financial decisions. We do this through educational material and a gamified rewards system that steer members towards responsible decisions and financial wellness.
We do not provide financial advice, but have access to an extensive network of professional financial advisors that can assist members if needed.
We are a young financial technology company with a passion for financial health. Our vision is to help employees make wiser financial decisions and achieve long-term financial health, especially after retirement.
(CA, MBA)
CEO
(M.Eng, MBA)
Director
(BA)
Key Accounts Manager
(BA)
Key Accounts Manager
Key Accounts Manager
(B.Comm)
Product Manager