Financial well-being initiatives

Customised to client needs

Contacting
members five years before
retirement to discuss the options available at retirement

Retirement benefits
counselling includes access to a well-being
consultant

Pro-active outbound and inbound contact with all retirees
and exits

Standard retirement benefits
counselling
communication devised by Efficient

Access
to standard
solutions
developed by Efficient

Explaining, in
clear and simple language, the investment
portfolios to new and current
members

Improving
retirement savings of older members in the ten-year run up
to retirement

Focus group initiative that focusses on specific age groups to determine where they are in the lifecycle and
what the focus should be