Whether you’re a fund member, key corporate decision-maker or custodian of your organisation’s employee benefits packages, there are a few factors to consider when deciding between one Smoothed Bonus fund and another.
Should you go for a smaller provider, or is bigger better? What do you need to consider and what pitfalls should you be aware of?
Of course, performance is an important indicator too! Watch this series of videos with Old Mutual’s Head of Smoothed Bonus & Investment Strategy Marvin Nair to answer these important questions.
Should you go for a smaller provider, or is bigger better? What do you need to consider and what pitfalls should you be aware of?
Of course, performance is an important indicator too! Watch this series of videos with Old Mutual’s Head of Smoothed Bonus & Investment Strategy Marvin Nair to answer these important questions.
Find out what the four most important considerations are that you need to understand and compare when looking at different Smoothed Bonus products, and why each of them is critical.
While fees are similar across the retirement-fund industry, some providers try to make certain costs seem smaller than they actually are. Would you know how to recognise this?
Providers cover similar events – termination of employment, retirement, disability, death and retrenchment. But not all do so to the same extent. Here’s why that’s an important consideration.
The types of assets investors want to focus on, and how much, will vary. Yet there’s one type of asset that you need to make sure your fund has enough exposure to.