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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

LET US CALL YOU REQUEST A CALLBACK Request a call back for independent, unbiased Health, Wellness, Insurance and Retirement Advisory Sign up for an independent Actuarial Analysis SIGN UP HERE Virtual Advisory Solution BOOK A CONSULTATION You are one click away from booking a virtual meeting and accessing Retirement Fund, Group Risk, Short-term Insurance, Healthcare and Wellness advice from a specialist consultant