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OUR SERVICES

Retirement Fund Consulting

  • What it is: Independent advice on retirement-fund strategy, structure, administration and ongoing fund management.
  • Why it matters: Sound retirement-fund decisions depend on independent analysis of structure, administration, benefits and service delivery.
  • Who benefits: Retirement funds, employers and management committees
  • What we do:
  • Umbrella and standalone fund considerations
  • Fund strategy and operating-model support
  • Ongoing advice on administration, benefits and service delivery
  • Coordination of specialist and service-provider input
Retirement Fund Consulting
ITS Consulting service illustration

Employee Benefits Consulting

  • What it is: Advice on benefit structures, member outcomes and the effective delivery of employee-benefit programmes.
  • Why it matters: Well-designed benefits improve member outcomes and align benefit programmes with organisational needs.
  • Who benefits: Employers, HR and benefit teams, and management committees
  • What we do:
  • Benefit-structure assessment
  • Benefit distribution and member outcomes
  • Employer and management-committee support
  • Integration with retirement-fund strategy

Governance Consulting

  • What it is: Practical governance support that strengthens oversight, accountability and decision-making.
  • Why it matters: Clear roles, policies and decision processes strengthen accountability and reduce governance risk.
  • Who benefits: Boards, trustees and management committees
  • What we do:
  • Governance-framework and policy reviews
  • Roles, delegations and decision processes
  • Board and committee effectiveness
  • Governance improvement priorities
Governance Consulting
Trustee Training

Trustee Training

  • What it is: Structured training that helps trustees and management committees understand and fulfil their responsibilities.
  • Why it matters: Informed trustees make stronger, more defensible decisions and fulfil their duties with confidence.
  • Who benefits: Trustees, boards and management committees
  • What we do:
  • Trustee duties and responsibilities
  • Fund structures, benefits and role-players
  • Governance, investments and legal topics
  • Client-specific or standardised learning programmes

Administrator & Service Provider Selection

  • What it is: An independent, structured approach to selecting administrators and other critical fund service providers.
  • Why it matters: A transparent selection process improves fit, accountability and long-term service outcomes.
  • Who benefits: Boards, employers and selection committees
  • What we do:
  • Requirements and scope definition
  • Market review and request documentation
  • Proposal evaluation and due diligence
  • Appointment and transition support
Administrator & Service Provider Selection
Fund Reviews & Assessments

Fund Reviews & Assessments

  • What it is: Independent assessments of fund structures, governance, processes and performance to identify risks, opportunities and areas for improvement.
  • Why it matters: Independent review identifies risks, opportunities and practical priorities before problems become entrenched.
  • Who benefits: Retirement funds, sponsors and management committees
  • What we do:
  • Fund structure and governance
  • Operational processes and controls
  • Service-provider and performance considerations
  • Prioritised findings and improvement actions

Investment Governance & Consulting

  • What it is: Independent support for investment governance, manager evaluation and informed retirement-fund investment decisions.
  • Why it matters: Disciplined oversight helps funds align investment arrangements with objectives, risk and member outcomes.
  • Who benefits: Boards, trustees and investment committees
  • What we do:
  • Investment-governance frameworks
  • Investment manager and option evaluation
  • Performance and risk review
  • Decision support and implementation monitoring
ITS Consulting service illustration
ITS Consulting service illustration

Legal & Regulatory Advisory

  • What it is: Specialist guidance on retirement fund legislation, regulatory requirements and governance matters to support compliant, informed decision-making.
  • Why it matters: Clear interpretation of legislation and regulation supports compliant, informed decisions.
  • Who benefits: Trustees, principal officers, employers and management committees
  • What we do:
  • Retirement-fund legislation and regulation
  • Governance and legal questions
  • Responses involving the Pension Funds Adjudicator
  • Application of regulatory requirements to fund decisions

Strategic Retirement Fund Support

  • What it is: Focused support for strategic initiatives, change programmes and complex retirement-fund decisions.
  • Why it matters: Complex initiatives benefit from independent coordination, clear priorities and focused implementation oversight.
  • Who benefits: Funds, sponsors, boards and employers
  • What we do:
  • Strategy development and prioritisation
  • Special projects and change initiatives
  • Stakeholder and service-provider coordination
  • Implementation planning and progress oversight
Strategic Retirement Fund Support
Personal Financial Planning

Personal Financial Planning

  • What it is: Personal planning support that connects financial decisions with long-term goals and retirement outcomes.
  • Why it matters: Personal decisions are stronger when goals, risks and available options are considered together.
  • Who benefits: Individuals and retirement-fund members
  • What we do:
  • Goal and needs assessment
  • Retirement and long-term planning
  • Risk and protection considerations
  • Ongoing review as circumstances change

Retirement Benefit Counselling

  • What it is: Clear, retirement-specific guidance that helps members understand their benefit choices and their implications.
  • Why it matters: Members need clear, accessible information when making important retirement-benefit choices.
  • Who benefits: Retiring members, retirement funds and employers
  • What we do:
  • Explanation of retirement-benefit options
  • Key considerations at retirement
  • Preservation and income-related choices
  • Information presented clearly and without unnecessary complexity
ITS Consulting service illustration