Institutional Superannuation Consulting Services

Product Advisory Services & Project Management

• Advice about market trends and product developments
• Advice about product improvement/features for your chosen market
• Working with you to make the changes required or building the required business aspects for the product or service
• Working with insurers to improve their products, including market trends, product benchmarking and rating and product development

Product Research & Assessment Reports

• Research and assessment reports covering superannuation and pension products
• Product research for your product management team

Product Benchmarking & Rating Service

• Comprehensive information about the features, benefits and fees for the major commercial master trusts and industry funds
• Benchmarking products or product components (eg insurance, investments) against competitor products
• Utilisation of Quality Star rating logo on product PDS, member and employer communications, web site and promotional material

Appointed Actuary to Multi-Employer Funds

• Assist multi-employer funds as a whole with actuarial advice
• Risk/compliance review of actuarial arrangements
• Appointed actuary to multi-employer sub-plans

Mergers

• Advice and implementation for merging financial entities eg two multi-employer funds combining
• Due Diligence
• Transition Planning

Operational Effectiveness, Structured Risk Management & Cost Savings

• Advice and implementation regarding management of your superannuation product, including assessing the effectiveness of the trustee board, fund secretariat and fund management
• Cost benefit analysis relative to your peers in the market
• Assisting you to identify key risks: covering financial, compliance and implementation risks

Retail and Wholesale Client Care Programs

• Conducting client satisfaction studies with existing and/or potential clients
• Undertaking audits to understand your competitive advantage from your clients perspective