We are a young financial technology company with a passion for financial health. Our vision is to help simplify our members' financial lives and, in the process, empower them to make wiser financial decisions and achieve long-term financial health, especially after retirement.
"The Benefit Counsellor moves us from the stone age to information at our fingertips"
"...I salute your patience with clients"
"I was skeptical at first, but now I am comfortable and super excited about this. Please come back for further training; I love this product"
"This product is a motivation for us to work until retirement"
"...God may bless you and keep you always. You guys, you are doing the best job!"
Fully compliant with FSCA
User-friendly mobile experiences
Web app
Mobile self-service kiosks
Private, safe, secure
Independent from any product provider
Paperless exit process
Digital benefit statements
Chat bots
Online chat
USSD
Fund-specific
Gamified rewards system
Engaging content
Lockdown has had a major impact on how people live, work and communicate. While most people are focused on food security and when they will be going back to work, life will never be the same for most industries.
Recent events, such as the Covid-19 pandemic, have shown companies across the globe the importance of flexibility and adaptation. The ability to conduct business remotely can be a matter of life or death for certain businesses.
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. All this can now also be done through WhatsApp for even more convenience.
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 and when they might have queries, our live chat agents are ready to assist.
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.
