Old Mutual Corporate Consultants
Old Mutual Corporate Consultants has engineered a full suite consulting services that deliver a host of compelling benefits. Trustees and Management Boards enjoy the confidence that they are equipped to fulfil their fiduciary duties. Members are exposed to optimal investment strategies designed to meet their unique retirement savings needs.Old Mutual Corporate Consultants’ advice philosophy is built on the cornerstones of extensive industry experience, solid business insights, and a deep understanding of the needs and requirements of retirement fund members - all of which is underpinned by ongoing research, international best practice and appropriate member education and assistance.
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Our suite of benefit and fund management consulting services includes:
- General advice on fund management, structuring and benefit design and risk benefit consulting;
- Governance and compliance; legal and secretarial services; service provider management and benchmarking;
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We offer employers, trustees and management boards a dedicated investment consulting service underpinned by skills and resources to help them develop and deliver optimal investment strategies. Our consulting services are tailored to the specific situation and requirements of your business or fund.
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Our Technical Consulting service is designed to support employers, trustees and management committees in all technical aspects of the oversight, management and development of their funds. Our specialist Actuarial Consulting and Services go far beyond the traditional production of regulatory valuations, providing valuable technical information and support to trustees and other stakeholders to help them make informed decisions.
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- MALUSI NDLOVU, GM - OMCC
- ANDREW DAVISON, Head of Advice
- RODNEY MSIMANGO, Head of Business Development
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- Employee benefit consulting for employers in umbrella funds and trustees of standalone funds
- Risk benefit consulting
- Communication consulting
To find out more about Targeted Retirement Outcomes, please view our fact sheet, case study, infographic, Q Cards and brochure on Targeted Retirement Outcomes.
Tel: 0860 468 378
IFAs can offer personalised resources to customers supporting their parents while raising their own family | IFA Association brings you ‘Effective Strategies for your IFAs succession plan’
FAIS, which will be replaced by the Conduct of Financial Institutions Act in the future, is the key legislation regulating the provision of advice by financial service providers.
In terms of this proposal, Financial Services Providers (FSPs) will now need to fall into one of two categories: Registered Financial Advisor (RFA) An RFA will be licensed in their own right to provide financial advice. The RFA licence is therefore similar to the current FSP licence except that RFAs may not also be product suppliers. Advice provided by RFAs should not be subject to influence by or bias in favour of any products, product suppliers or other third parties, but should be informed solely by identified customer needs. Product Supplier Agent (PSA) A PSA will not be licensed in their own right to provide financial advice. Instead, PSAs will provide advice as agents of a financial institution that provides financial products. The product supplier will in turn be licensed to provide advice over and above any other licence it holds to issue financial products. The PSA will therefore operate on the product supplier’s licence, with the product supplier bearing full responsibility for both the advice provided by its agent and the product provided.
Fairbairn Consult (FSP 9328) is a firm of Registered Financial Advisers that is part of the Old Mutual Group. The name of the FSP is Fairbairn Consult. It houses a number of Old Mutual businesses and divisions that use an RFA FSP licence in order to operate.