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:

• before any withdrawal benefit is paid;
• before any transfer is made to another fund;
• and at least three months before their normal retirement age.

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.