Productive, valued and supported employees are key to your business goals and growth. 

 

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.

Our services

Providing advice and solutions that truly impact your employees' quality of life now and into retirement

Our employee benefit specialists provide tailored advice to help you implement effective retirement solutions, allowing you to focus your time on growing your business. 

Our in-house investment offering, through Alexander Forbes Investments Jersey in partnership with Mercer, allows access to a unique mix of investment funds not ordinarily available to retirement trust funds in the Channel Islands.

Through this unique relationship, we have access to highly rated investment managers. In line with our clients objectives, we determine the appropriate global asset allocations across our respective portfolio solutions and use different Mercer building block portfolios to implement our views and manage risk in line with these objectives.

But it’s not just about retirement, it’s also about the day-to-day needs of your employees. A comprehensive employee benefit programme supports the holistic wellbeing of employees ranging from financial, personal and health aspects. These benefits contribute to improved engagement and productivity and longer-term retention of employees.

Solutions for your employees

News, events and insights

  • Insights that matter
  • Press releases
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Member Insights

Member Insights

Member Insights – a survey analysing membership activities and behaviours towards saving for retirement

 

A total of 65% of members aged between 20 and 30 are expected to have a replacement ratio below 60% of pensionable income.

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Medical Aid Insights

Medical Aid Insights

Medical Aid Insights – a comprehensive view of the performance of the South African medical scheme industry

 

How do you know which medical aid is right for your employees?

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Manager Watch

Manager Watch

Manager Watch – a survey of retirement fund investment managers

 

How are institutional fund managers performing?