Alexforbes One – intermediaries
One fund.
Built for your business.
Powered by partnership.
Managing a retirement fund should feel empowering, not complicated or disconnected.
We’ve reimagined what a retirement fund can be — and what it should be. That’s why we built Alexforbes One.
Why advice practices
side with Alexforbes One
Your advice, respected.
It’s not just about placing business. Alexforbes One has been specifically designed in the spirit of partnership where you feel better supported, more respected and ready to prosper.
Contact us: 0860 100 333
Email: admin@alexforbes.com
WhatsApp self-service for members
Answers in their pocket — anytime, anywhere.
Members get real-time access to benefit statements, claims, balances and more instantly. No login. No call centre queues. No forms. Just fast, familiar, and secure mobile access.
AF Connect online member portal
Always on. Always updated. No more chasing.
A secure, self-service portal for members to check fund balances, submit and track claims, view benefits and statements — all in real time.
Adviser resource portal
Your fund toolkit. One click away.
Our advice partners get access to a central hub for practical, up-to-date adviser tools and documents. That’s instant access to member communication templates, agenda packs, fund information and helpful links — all in one searchable, always-on resource hub.
Multi-manager investments
Best ideas. Zero bias.
Access to expertly curated portfolios, selected through independent research — not tied to in-house products.
Multi-insurer frameworks
Choice that fits, pricing that works.
Access a range of leading South African insurers under one roof — with flexible benefit structures and competitive premiums.
Digital Exits with advice referrals
When members exit, your advice enters.
Our digital withdrawal journey includes opt-in referral pathways to partnered advice practices — turning member transitions into trusted advice moments.
Enhanced retirement benefit counselling (eRBC)
Turn uncertainty into opportunity.
Our enhanced, compliant RBC process flags members who are unsure or need help — giving you structured, qualified leads for deeper advice.
AFRIS (Alexforbes Retirement Income Solution)
Your clients stay in one place, and with you.
From pre-retirement savings to post-retirement income solutions, AFRIS gives you a seamless platform to consolidate and manage all client retirement savings in one place. No disjointed transitions. No new providers. No lost relationships.
Dedicated practice support
Real people. Real expertise. Really behind you.
From product expertise to complex escalations. Onboarding to day-to-day servicing, you’re backed by a responsive team of broker consultants and servicing specialists. Plus, get curated legal, technical and investment intel – all distilled for practical use.
You're never on your own. A full team, behind your team.
Modular benefit design
Tailored. Not templated.
Mix, match and customise plan structures, contributions and investments within a framework designed to balance choice and meet your client's workforce needs, fee preferences and governance model.
Not one-size-fits-all. One fund that flexes with your advice.
Dedicated group risk administration
Consolidated access to top insurers. Zero admin drag.
Powered by TSA Administration, we take care of the full lifecycle of group risk administration on your behalf – from onboarding and reconciliation to underwriting, claims, reviews and re-quotes. That’s big insurer access with no extra complexity.
We manage insurer administration, so you don’t have to.
Adviser resource portal
Our advice partners get access to a central hub for practical, up-to-date adviser tools and documents. That’s instant access to member communication templates, agenda packs, fund information and helpful links — all in one searchable, always-on resource hub.