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The right employee benefits, well planned and expertly managed, mean better financial decisions, better retirement outcomes, and more engaged employees. Unparalleled industry insight, connected to benefit advice and ideal solutions for your employees, means less burdened, more productive teams and trustees.

The Alexforbes way

A holistic employee benefit programme ensures access to retirement, risk and healthcare, among other benefits, that many employees would not have on their own. These group benefits can fulfil an important need for employees and their families.

Employee benefits that truly benefit employees

Employer and employees’ lives are interlinked: an employee benefit programme that focuses on the delivery of holistic solutions is essential to meet the needs of employees throughout their lifetime. In addition, it has long-term benefits for employers.

Benefits are provided from group risk benefit schemes, savings and investment solutions, healthcare and wellness arrangements, access to financial planning and wealth management, as well as access to money from the retirement fund. These are all integral to the long-term support and wellbeing of your employees when they need it the most, both along their way and at their retirement.

Fund administration

Our administration services cover the full spectrum of retirement fund structures.

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AF Retirement Navigator

An innovative investment solution for a more comfortable ride to retirement and better outcomes.

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AF+

Guided by expert advisers and fulfilled by trusted partners, making it quick and easy to solve life’s financial challenges with confidence.

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Unclaimed benefits

The main aim of the fund is to find the member and pay the benefit due.

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Beneficiary fund

This fund manages the benefits of deceased retirement fund members and employees.

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Umbrella fund with integrated advice

An umbrella fund pools the contributions of various employers and members in one fund.

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Retirement income solution

This solution offers you a living annuity, retirement annuity fund, preservation funds and unit trusts.

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Umbrella fund with external advice

A cost-effective managed retirement fund for your employees accessed through an independent financial adviser.

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Investments

We offer investment administration, consulting services, and sound investment opportunities using a multi-managed approach.

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Investment administration platform

We automate and simplify a large part of the investment governance chain for retirement funds and other institutional investors.

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Investment consulting

Our investment consulting service is for clients who are looking to customise their solutions and delivery approach.

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Multi-management

We find sound investment opportunities, identify risks and blend complementary asset managers into investment solutions curated for a range of needs and risk profiles.

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Healthcare

Our integrated approach cares for your employees at the workplace and at home.

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