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