At Everest we appreciate the onerous environment that our client’s face and understand that every decision taken impacts directly on all Fund stakeholders. Our consultants are highly qualified to shield our clients from the cutting winds that blow from the glaciers of decision-making.

Whether our clients participate in our secure and efficiently run umbrella fund (the Everest Corporate Benefits Umbrella Pension or Provident Fund) or operate on a stand-alone basis, we pride ourselves on our personalised focus for each client. Our consulting services include:

• Advice on benefit and investment design, risk-benefit management, fund tax efficiencies and technical interpretation, as well as the impact of legislative changes and industry developments
• Assuming the legal and administrative-intensive role of principal officer for our clients
• Management of fund relationship matters between members, unions and third parties
• Clear and meaningful communication to members on benefits, fund restructures and the principals of saving for retirement
• Legal and contractual management (rules and contractual amendments and reviews)
• Fund secretarial services (such as the preparation and review of all trustee related documentation; agenda preparation and minute taking)
• Seamlessly liaising between our clients and each of our service areas