TRUSTEE TRAINING

Evaluating Trustee Training Needs,Carrying out Tailor Made Training Workshops,Carrying out generic training services in the following areas:Planning for retirement;Strategic Planning;Compliance;Trustee roles and responsibilities;Scheme conversion and liquidation

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PRINCIPAL OFFICER

Perform the Chief executive role for a fund,Coordinate, Monitor and review services offered by other service providers,Carry out service provider selection,File returns with RBA,Prepare for and carry out member communication,Convene regular trustee board meetings,Follow up and execute the actions agreed at Trustee Board meetings

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CORPORATE TRUSTEE

Carry out the oversight role (managing investments and liabilities of the scheme ) in the day to day running of the scheme, Constitute a competent board of Directors, Oversee the compliance with RBA over the trust deed and rules

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INDEPENDENT TRUSTEE

To second someone to sit in the Trustee Board of any Scheme to play the role of an independent trustee, balancing the views of both Sponsor Nominated Trustees and Member Nominated Trustees

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STRATEGIC PLANNING FOR PENSION FUNDS AND OTHERS

Carrying out situation analysis, Organize strategic planning workshops, Facilitating Trustees/Directors in formulating the scheme/company's Vision, Mission,values and Strategic goals, Preparing an Implementation tracking tool and supporting the trustees by facilitating regular reviews of the implementation process

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FORMULATION OF THE STATEMENT OF INVESTMENT POLICY (SIP)

Reviewing Liability Profile of a scheme, Reviewing the macro-economic environment, Reviewing the relevant legislation, as well as the trust deed and rules, Carrying out ALM studies, Proposing appropriate asset allocation, performance benchmarks and Fund Management Structures, Reviewing and updating existing PIPs

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FORMULATION OF RISK MANAGEMENT POLICIES

Carrying out comprehensive reviews of the scheme's key objectives and activities, Identifying all the risks related to respective activities, Carry out risk assesment/evaluation based on impact and likelihood, Recommend the appropriate risk mitigation and management strategy for each risk, Carry out periodic reviews to confirm implementation and update the risk matrix

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SCHEME CONVERSIONS AND LIQUIDATIONS, SCHEME SPLITS AND SCHEME DESIGN AND ESTABLISHMENT SERVICES

Review the sponsor policy on pensions, Recommend The appropriate scheme designs (DC, DB, Hybrid...), Review the scheme's asset and liability profile, and recommend the appropriate scheme de, Prepare for and carry out member communication, Consult with, and obtain necessary approvals from respective regulatory authorities

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DEVELOPING AND IMPLEMENTING GOVERNANCE AND OPERATIONS MANUALS FOR A SCHEME

Review the current organization structure and precesses, Propose the appropriate governance structure, Propose the appropriate controls and authorities, Discuss with and obtain buy-ins from all stake holders, Compile the governance and authorities manual, Carry out communication workshops for all stakeholders

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MEMBER COMMUNICATION SUPPORT

Identify the communication gaps, Prepare the appropriate communication packs, Carry out member communication workshops, Obtain feedback and review

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LEGISLATION DEVELOPMENT AND REVIEW

Study the existing legislation, Compare with global best practice, Review the local context, Recommend appropriate ammendments

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OTHER SERVICES:

Evaluating and selecting annuities, Advising on personal finance planning

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