RETIREMENT FUND SOLUTIONS 2020-09-03T08:07:57+00:00

Project Description

RETIREMENT FUND SOLUTIONS

PROFESSIONAL SUPPORT FOR PENSION FUND TRUSTEES

Ongoing changes to financial regulation place ever greater fiduciary liabilities and administrative burdens on trustees of private pension funds. Professional support from Retirement Fund Solutions reduces the burdens and mitigates against legal liabilities.

NEEDS DRIVEN ADVICE AND SUPPORT FOR TRUSTEE FIDUCIARY RESPONSIBILITIES

Administering a retirement fund, and managing its liabilities and assets, requires certain actions and involves specific responsibilities. RFS provides advice on these responsibilities and provides support with preparation of reports and returns required by law.

TECHNICAL ADVICE ON RULES OF FUNDS AND ADAPTATION TO THE CHANGING REGULATORY ENVIRONMENT

The Namibian legal environment is dynamic, and the regulatory environment requires a high degree of expertise and rapid adaptation to fulfill the needs of regulatory compliance. RFS provides the advice and rapidly adapts to regulatory changes.

REGULATORY COMPLIANCE SUPPORT

RFS immediately adapts systems to changes in the regulatory environment, so that reporting is compliant with the current regulatory requirements. Ongoing, company-wide training ensures that knowledge of the correct practices is applied to every fund.

CONCERN FOR TRUSTEE LEGAL LIABILITIES

By ensuring that all fiduciary responsibilities are fulfilled, and by following, adapting and adhering to the changing regulatory environment, RFS ensures that legal liability arising out of a trustee’s tenure is mitigated.

PAIRING OF TECHNICAL FINANCIAL AND ADMINISTRATIVE SKILLS

To ensure that all funds are in compliance, yet still receive the best possible attention to members and the benefits due to them in terms of fund rules and policy, RFS pairs a highly competent administrator with a financial expert as joint leads on each fund. At the same time the hands-on approach of top management ensures that its unrivalled expertise bears on the well-being of every client.

INVESTMENT DECISION SUPPORT

RFS provides ongoing short and medium-term investment views of the regional and global investment environments to ensure that trustees are empowered to understand the impact of these on their investment decisions. Certified Financial Planners® oversee the day-to-day business of funds and provide expert management skills to each fund.

TIMELY REPORTING AND DOCUMENTATION

In addition to prompt regulatory reporting and compliance, RFS reports extensively and with exceptional transparency to management and trustees on a monthly and quarterly basis, in a timely manner.

RETIREMENT FUND SOLUTIONS

Sharika Skoppelitus

Director: Client Services

Tel:  +264 61 44 6000

Email:  sskoppelitus@rfsol.com.na

Website:  www.rfsol.com.na/benchmark

Office Location: