Group Umbrella Pension and Provident Funds

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FUNDWISE GROUP PENSION & GROUP PROVIDENT FUNDS


The Fundwise Group Pension & Provident Funds are ideally placed to provide all sizes of Employers with standard Retirement Fund Solutions based on affordability criteria.

The Funds which are sponsored by Jeremy Gallet & Associates (Pty) Limited, and managed from their KwaZulu Natal Office, provide standard and fixed Benefit and Contributions packages based on Member and Employer affordability, as well as the option of a customised plan for those groups requiring their own unique set of Benefits and Contributions.

 

 

The standard suite of products within the Umbrella arrangements, include:

SONATA (Core Plan): Designed as an entry level solution with a combined Member and Employer funding level of 12% of Members Annual Pensionable Salaries;

CONCERTO (Core-Plus Plan): Designed as an intermediate solution for groups wishing to provide better than basic Retirement and Risk Benefits with a combined Member and Employer funding level of 15% of Members Annual Pensionable Salaries;

SYMPHONY (Comprehensive Plan): Designed as an ideal solution for groups wishing to provide a comprehensive range of Retirement and Risk Benefits, with a combined Member and Employer funding level of 20% of Members Annual Pensionable Salaries.

In addition to the standard offerings the RHAPSODY (Customized Plan) provided the Participating Employer with the opportunity to design their own plan.

The Funds afford the Member and Employer a wide range of investment options, either on a Member Investment Choice basis, or as directed by the Employer. These options include both "Capital Protected" and/or "Capital Risk" Investments, as managed by leading Fund Asset Managers.

All services are provided from the Durban premises ensuring that the three disciplines, Accounting, Administration and Consulting work in tandem.


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