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best practices
Institute of Retirement Funds Africa -
Best Practices Industry Award 2018

OUR OFFER



Retirement Benefits Counselling


Fully compliant with FSCA


User-friendly mobile experiences


Web app


Mobile self-service kiosks


Private, safe, secure


Independent from any product provider

Paperless exit process

Member
Communication


Whatsapp


Chat bots


Online chat


USSD


Email


Member
Education


Fund-specific


Gamified rewards system


Engaging content



OUR SOLUTION

Retirement Benefits
Counselling

We provide retirement benefits counselling via an online cloud-based platform and self-service kiosks. Our turnkey solution is fully compliant with new default regulations under section 36 of the South African Pension Funds Act and makes provision for retirement, resignation, retrenchment and dismissal.

The Benefit Counsellor can be accessed by all members, at any time, and on any online device. We also install self-service kiosks on site to make the service more accessible to members. Members can see their savings balances, plan for the future and receive counselling in real-time. All this can now also be done through WhatsApp for even more convenience.

We take care of the security of information and privacy of our clients according to industry best practices.

We are serious about financial health and know that retirement planning starts long before retirement. Therefore, our solution serves as a one-stop retirement planning tool for members of all ages.

The South African Pension Funds Act stipulates that all retirement fund members must have access to retirement benefits counselling:

  • before any withdrawal benefit is paid;
  • before any transfer is made to another fund;
  • and at least three months before their normal retirement age.





Member Communication

We understand the challenges facing retirement funds when it comes to communicating with members.

Our platform helps retirement funds to effectively communicate with their members at all times. Members are empowered to access their fund balances, contribution history and other benefits at any time and when they might have queries, our live chat agents are ready to assist.






Member Education

Throughout the counselling process, we nudge members into making responsible financial decisions. We do this through educational material and a gamified rewards system that steer members towards responsible decisions and financial wellness.

We do not provide financial advice, but have access to an extensive network of professional financial advisors that can assist members if needed.

ABOUT US


We are a young financial technology company with a passion for financial health. Our vision is to help simplify our members financial lives and, in the process, empower them to make wiser financial decisions and achieve long-term financial health, especially after retirement.


JACO WASSERFALL

(CA, MBA)
CEO

ERNST HERTZOG

(M.Eng, MBA)
Director

SHAUN MANDIWANA

(BA)
Product Specialist

BENNET MAQOLO

(BA)
Key Accounts Manager

BONGANI MOLEFE


Key Accounts Manager

THABO RARANI-LESIEA

(B.Tech.)
Key Accounts Manager

MICHAEL VAN DER SPUY

(B.Comm)
Product Manager




The Benefit Counsellor (Pty) Ltd is a sister company of ZAQ Finance. Our head office is in Somerset-West, South Africa and we have a satellite office in Johannesburg.

CONTACT



Email info@benefitcounsellor.com
Tel no. +27 21 300 5729
Address Head Office
201 Pinehurst Building
Somerset Links Office Park
Somerset West
7129

Johannesburg: Satellite Office

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