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Our services

Trustee training, pre-retirement training, retirement benefits management consulting, outplacement training, change management training, member education training and financial literacy programs.

  • Trustee and pre-retirement training
  • Retirement benefits management consulting
  • Member education and financial literacy programs

What we offer

  1. A man in a suit writing on a flip chart at the front of a room

    Trustee Training

    This training helps trustees understand their legal obligations, financial responsibilities, and fiduciary duties to ensure they make informed decisions that benefit members.

  2. An older man with a grey beard seated on a sofa

    Pre-retirement Training

    Pre-retirement training is aimed at individuals who are nearing retirement age. It provides guidance on financial planning, lifestyle adjustments, and legal considerations to help them transition smoothly into retirement and make the most of their retirement years.

  3. A woman working through figures on a calculator beside a laptop

    Retirement Benefits Management Consulting

    This involves advising organizations on the administration and optimization of retirement benefit programs for their employees. This includes services such as designing pension plans, managing retirement fund investments, and ensuring compliance with relevant regulations.

  4. Two people shaking hands over papers and a laptop

    Outplacement Training

    Outplacement training is provided to employees who are transitioning out of a company, often due to layoffs or restructuring. This training equips them with job search skills, resume writing, interview preparation, emotional support as well as financial planning skills.

  5. Colleagues joining hands in the middle of a circle

    Change Management Training

    Change management training focuses on helping individuals and organizations navigate and adapt to significant changes such as retirement, reorganizations or shifts in business strategies.

  6. A man with headphones writing notes beside a laptop

    Member Education Training

    This is a specialized program aimed at individuals who are members of pension schemes. Its primary goal is to educate members about various aspects of retirement planning and management.

  7. A seedling growing from a jar of coins on an open book

    Financial Literacy Programs

    These programs cover topics like budgeting, saving, investing, debt management, and retirement planning, with the goal of improving people’s financial well-being for a better tomorrow.

Get in touch

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Submissions are kept for 24 months.