Expert advice and bespoke solutions for companies’ Retirement Fund Planning and Asset Management.
Retirement Advisory
ASI, an independent retirement advisory firm, offers unbiased and expert advice on all aspects of retirement funding planning for the employer, trustees / management committee and existing members of retirement funds.
Turn to independent expert advisors to support your employees’ plans to
Benefit Design and Implementation
Strategic Advice on Fund Structure
Administrative Services
Service Provider Service Level Agreement Implementation
Service Provider Compliance Monitoring
Independent Service Provider Reviews
Actuarial Analysis
Investment Policy Statement Review and Design
Risk Benefit Reviews
Member Communication Strategy Design and Implementation
Secretarial Services
Rule Amendments
Industry Reviews
Legislative, Compliance and Governance Requirements
Investment Benchmarking and Appropriateness Mapping
Annual Sustainability Review of Funds
Trustee Management and Education
Asset Manager Assessment
Replacement Ratio Calculations
Surplus Apportionment Valuations
Market Reviews
Bespoke Group Risk cover that helps and supports employees at life’s most traumatic and unexpected moments.
Group Risk
ASI designs Group Risk cover to protect employees and their families in the event of long-term illness, or death, while they are employed by our client. Group Risk benefits include life insurance, income protection, and dread disease cover.
Turn to independent expert advisors to support your employees’ plans to
Benefit Design and Implementation
Funeral Benefits
Group Life Cover
Income Protection
Disability and Dread Disease Cover
Beneficiary / Spouse Pension
Credit Guarantee Cover
Temporary Disability Cover
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Virtual Advisory Solution
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