Trustees and Principal Officers operate in a challenging environment

In addition to the economic downturn which has impacted on all investments and asset classes, trustees and principal officers need to adapt to rapidly changing regulations as the government develops proposals to reform the social security and retirement benefit provision in South Africa.

The industry has also been beset by problems such as fraud and lack of transparency, which have triggered increased governance requirements and tighter regulatory control.

The onus is on trustees to ensure members are able to enjoy their retirement in financial security, by ensuring that the retirement contribution is optimally utilized to provide the right combination of investment returns, insured benefits and final retirement benefits. Our consultants are uniquely positioned to assist with this process every step of the way.

JMCA’s independence in terms of shareholding and non-affiliation with investment products allows us to provide unprejudiced advice to clients. The firm was founded on this principle and it is core to both the future strategy and to the way in which the day-to-day business is conducted.

We have thus been able to maintain an excellent reputation in the industry.

We uphold the principle of total transparency in terms of all our dealings with clients, as well as in relation to the disclosure of our fees and the derivation thereof.

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Retirement and Risk Benefits

We advise Trustees on all aspects of managing a retirement fund, and offer our assistance with performing the functions of the fund. We see the consultant as the Trustees’ first port of call for any fund-related concerns.

We see ourselves as being a seamless extension of the Board of Trustees and assist with organization of Trustee meetings, interaction with all other service providers and assisting with member communications.

In addition, we provide advice on regulatory requirements and on industry developments and products. To this end we are also able to provide Trustee Training customized to the client’s needs.