We provide full-service administration for defined contribution umbrella retirement funds, delivering a simpler, smarter way for employers to manage retirement benefits in a complex regulatory environment. Powered by world-class financial technology through our long-standing partnership with FINWORKS, our FSCA-registered fund combines robust governance, cost efficiency, and digital innovation to reduce administrative burden and regulatory risk. By integrating seamlessly with your systems and working closely with your advisors, we help you focus on your core business while giving your employees clear access, greater choice, and confidence in their retirement journey.
Our Guiding Principles
Dynamic
Our team is dedicated to turning innovative ideas into reality, ensuring our retirement solutions evolve as quickly as the regulatory and technological landscape.
Diversified
Bringing more choice and flexibility to retirement strategies, we empower employers to tailor solutions that truly reflect the needs of a diverse workforce.
Principled
Integrity is our foundation, maintaining the highest standards of governance to “do things right” for our clients and their employees.
Straightforward
We demystify retirement by making administration accessible, simple, and accurate.
Intelligent
We embrace innovation to drive efficiency.
Our Team
Trustee & Chairperson
Beryl Braak
Beryl is a seasoned investment professional with over 35 years experience across various disciplines within financial services from assurance, client services, investment administration, sales support, operational management to system development and business re-engineering. Beryl’s experience ranges across numerous financial services institutions from Discovery, FNB Wealth and Investments, Momentum, RMB Investment Services and Old Mutual locally and offshore where Beryl held various senior management positions.
Trustee
Henry Dul
Henry holds numerous Trustee positions including Principal Officer and Information Officer positions. Henry has numerous qualifications including B Luris (Unisa), Postgraduate Diplomas – Life and Pensions (UOFS), Investment Analysis and Portfolio Management (UNISA), Investment Foundations (CFA Institute), Chartered Executive Principal Officer (Batseta, NQF Level 7).
Trustee
Angelique Scott
Angelique Scott is a highly experienced executive with over 23 years of leadership in the financial services industry, including senior roles at Sanlam and Allan Gray. She has a proven track record of designing and implementing strategic service models, managing large-scale retail and institutional operations, and successfully establishing business infrastructure across several African countries.
Trustee & Principal Officer
Hayley Martin
Hayley Martin is a seasoned professional with nearly three decades of experience in the employee benefits industry, currently serving as a Trustee and Principal Officer where she acts as a relationship consultant to several retirement funds. Her expertise is backed by multiple industry qualifications, including the FSCA Trustee Toolkit and RE5 Certificate, and she is further advancing her specialization through studies for the Chartered Executive Principal Officer (BATSETA) designation.