• SERVICES
Our Goal: To give you the tools to navigate Retirement Funds,
before the storm hits.
Traditional counselling happens at the point of exit, a period of maximum stress and minimum time for the member.
Our approach changes this by engaging trustees, client administrators and members proactively through our RBC portal, whilst they are still employed. Therefore, at the time of exit, they are already informed and ready to make confident decisions.
• OUR SERVICE OFFERING
What the fund, the trustees and the member each gain.
A single counselling partner that delivers value at every level - without adding administrative weight.
For members
- A clear view of their benefit options
- Friendly, secure online self-service
- Guidance in their own language
For trustees
- Live visibility of counselling progress
- Turnaround times and compliance status at a glance
- Engagement and reporting metrics
For administrators
- Secure digital records and confirmations
- Audit trails kept in one place
- Less paperwork, faster audits
Always on
- Timely member notifications and reminders
- Scheduling and follow-up handled for you
- Support for meeting regulatory timelines
Methodology
Our methodology combines ongoing member education with clear fund guidance and compliant exit counselling, ensuring members are prepared to make informed, confident decisions about their retirement savings.
Education During Employment
Structured financial education content is delivered to members, throughout their working lives, not just at exit. Members build understanding over time, not under pressure.
Two-Pot & Fund Awareness
Members learn about the Two-Pot Retirement System, their Savings, Vested, and Retirement components, and what each means for them, long before they need to act.
Preservation & Annuity Readiness
By exit date, members already understand preservation vs cash-out, annuity options and the long-term value of their savings, enabling informed, pressure-free decisions.
Compliant Exit Counselling
A fully documented, regulation-compliant counselling session is still conducted at exit, now with a member who is already equipped and confident. Fully auditable.
• LET'S TALK
Give your members clarity, and your trustees peace of mind.
We'd welcome a conversation about how Retirement Benefit Counselling can work for your fund.