Old Mutual Corporate delivers comprehensive administration services across retirement funds, including umbrella funds and standalone retirement funds, and beneficiary fund estates. Our team brings institutional expertise to funds of all structures and sizes - from umbrella arrangements managing thousands of members across multiple participating employers, to large standalone retirement funds with more complex governance requirements.
We offer comprehensive administration services across funds including umbrella and standalone retirement funds and beneficiary fund estates.
An end-to-end administration services for umbrella retirement fund structures, including Old Mutual SuperFund and third-party umbrella funds for large organizations.
Our umbrella fund administration supports employers, intermediaries, members and consultants with reliable, compliant service delivery from onboarding and contribution management to claims processing and ongoing member support.
Old Mutual Corporate offers administration services for large standalone retirement funds through a specialist capability designed for funds that require institutional accountability combined with bespoke delivery.
We contract directly with standalone funds and retain full regulatory responsibility. Administration is delivered via the Everest platform - a world-class system built for large, complex fund arrangements, supporting end-to-end processes and seamless integration with banks, investment platforms, SARS and payroll systems.
Through our partnership with Fairheads Benefit Services, we offer beneficiary fund administration services – an industry-leading capability to assist funds with the management of benefits for dependants and beneficiaries following a member's death.
Beneficiary fund administration requires specialist expertise in estate administration, trust management, and ongoing benefit payments to qualifying beneficiaries.
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