Our team of experienced and highly skilled consultants have the legal and technical knowledge to provide all the necessary assistance to employer groups and employees, on all aspects of retirement fund and healthcare benefit design.
We are completely independent with no links to Administrators, Insurers, or Asset Managers. This enables us to provide honest and impartial advice that is in the best interests of our clients.
In a constantly changing regulatory environment, we pride ourselves on keeping abreast of the impact industry developments may have on the fund and its members.
At Bay Union we believe strongly that if you partner with us and allow us to work with you, you’ll have the most cost effective retirement fund and group risk solution. You will also create a stronger organisational culture where employees are helped to plan their future, so that they don’t need to “retire at their desks”. Everyone wins.
Our services include :
An analysis of Group Risk needs including Death, Disability, Dread Disease and Funeral Costs.
Fund compliance and governance.
Mergers and Acquisitions.
Member education and communication.
Group Retirement Savings
The Design and implementation of retirement fund and medical aid solutions.
Advice on appropriate investment strategies and portfolios.