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operational excellence, effective query resolution

A promise is only as good as the people who make it – and our passionate and experienced fund administrators ensure that we deliver on ours!

We also boast a powerful, fully integrated administration and accounting system that:

Ensures our ability to submit audited financial statements consistently within the prescribed deadline

Is developed and maintained by our in-house software team

Is used extensively in Africa (with one such client utilising our software to administer more than 450 000 members)

 

key features

Accurate and reliable record of a retirement fundPaperless environment

01  |  Financial Records

Accurate and reliable record of a retirement fund

Paperless environment

Monthly system generated reportsAccess to a smart phone app & online portal

02  |  Communication

Monthly system generated reports

Access to a smart phone app & online portal 

Trustee mandates, policies and instructions Tracking information for the Reserve Bank and the Financial Services Board for Regulation 28

03  |  Investment Administration

Trustee mandates, policies and instructions 

Tracking information for the Reserve Bank and the Financial Services Conduct Authority for Regulation 28

 
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04  |  Home Loans

Opportunity for members to invest in their homes 

Accurate and simple paperwork

Funds registered with the National Credit Regulator 

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05  |  Monthly Asset and Liability Matching

Ensures assets and liabilities match on a monthly basis

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06  |  Payment of Benefits

Adherence to Service Level Agreement deadlines

Communication with HR and members to ensure all parties are  aware of payment progress

Expertise and experience with SARS

Direct link to banking records

Direct access to bank verification of recipient accounts


* Tennant Administration Services is a registered retirement fund administrator.