Month: April 2019

Ultima Financial Planners is your preferred Employee Benefits advisor.  This is based on our tried and tested expertise and experience: Proven track record of 18 years in advisory services from small to large group schemes Independence of our advice, none…

The Financial Planner is commonly referred to as the scheme advisor in the Employee Benefits space.  There is a huge misconception that the scheme advisor is the ‘middle man’ of the supply chain.  The logical conclusion is that the services…

Why the fuss? The formalised retirement fund industry in South Africa is over 50 years old and we have learned many lessons along the way. We have found that escalating stakeholder requirements have led to increased complexity, otherwise, read as…

Knowing when to start offering employee benefits can be tricky which is why we are sharing a few suggestions from our side: When you have over 50 employees We have walked you through some of the advantages of providing benefits. …

Employee benefits are currently viewed as somewhat of an old fashioned practice. This is mainly due to the fact that employers are more comfortable to transfer responsibility to the employee. In addition, the administration of a pension fund has become…