Fund strategy
Review the design and direction of retirement arrangements in the context of employer and member needs.
CITO Consult / Retirement fund advisory
A better view of retirement.
Advice around pension and provident fund arrangements, strategy, benefit design and communication to members.
Discuss this service ↗Inside the service
Planning beyond the contribution.
CITO Consult lists retirement fund consulting among its central service areas. Its published scope includes strategy, benefit design, member education, fund operations, investment considerations and administration coordination.
Ask CITO Consult about this service ↗Areas of support01 02 03 04 05 06
What the conversation can cover.
Benefit design
Consider contributions and benefit structures as part of a wider employee benefits strategy.
Investment considerations
Review investment issues within the context of the retirement fund and its appointed advisers.
Trustee & employer support
Support meeting coordination, communication and employer / committee understanding.
Member communications
Help make fund information accessible at induction and throughout membership.
Administration & rules
Consider operational effectiveness and coordination around fund administration.
A practical start
From question to conversation.
01 / START
Share the context
Tell CITO what your organisation is trying to achieve.
02 / REVIEW
Explore the options
Discuss relevant benefits, services and considerations.
03 / CLARIFY
Understand next steps
Identify information needed for an informed review.
04 / CONNECT
Continue with CITO
Follow up directly with the team on your requirements.
Common questions
A few things to know.
Do you assist with pension and provident funds?
Yes. CITO Consult explicitly lists both pension and provident fund advisory.
Is employee communication included?
The published retirement fund consulting scope includes member communications and presentations.
Can we discuss our existing fund rather than a new one?
Yes. Start with your current arrangements and the review or change you would like to explore.
Connected expertise
Explore adjacent services.
EXPLORE THE SERVICE
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Advisory support around life, disability and critical illness group benefits.
View service ↗EXPLORE THE SERVICEMember & administration
Benefit education, member engagement and administration review support.
View service ↗Begin here
Enquire about retirement fund advisory