We provide administration and management of pension schemes for registered institutions/groups.
We provide administration and management of pension schemes in line with the Scheme Trust Deed and Rules and any legislation in force and which relates to retirement schemes. All funds are invested in a guaranteed fund. Our other services include: Member and Trustee education sessions as well as secretarial support functions.
Upon appointment the following documents are required:
- Group Proposal Form
- Administration Agreement
- Membership application form for each member of the scheme
- A copy of the registration certificate
- A copy of the Trust Deed and Rules of the scheme
- A copy of the Investment Policy Statement of the scheme
- A copy of the Deed of Appointment of trustees of the scheme
Requirements for withdrawals settlement
- For normal withdrawals and retiring members – a withdrawal form duly signed by trustees
- For death claims - a withdrawal form duly signed by trustees and original Death Certificate to be certified and returned