Fairheads News | Events | Retirement funds
It is important to regularly test one’s assumptions and strategies to ensure that the chosen investment strategy continues to fulfil its objective. We believe that the appropriate tailored investment strategy, together with the best managers, plays a vital role in matching the risk and return expectations of our members. In these difficult times it is easy to be misled and chase returns at unacceptable risk levels. Our bespoke Investment Policy Statement gets us through these rough seas in a stable and consistent way. The question is, is it working and if not, what do we need to do about it?
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Fairheads News | Events
From August to November this year Fairheads will go on a national roadshow to explain face to face to members and guardians how beneficiary funds and umbrella trusts work. In the process, we hope to help lift general levels of financial literacy in our country.
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Fairheads News
The Fairheads Benefit Services call centre has progressed rapidly since its inception in 2008. The strategic operational efficiencies we have implemented have improved the service to our guardians and beneficiaries and have led to our call centre being rated one of the best in the market.
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Fairheads News | Retirement funds
Beneficiary funds are no longer new. They have been around for over three years now, and yet awareness of beneficiary funds is still low among many trustees. Some large funds have not even appointed beneficiary fund service providers, thus reducing the options available for death benefit payments.
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Fairheads News
The training department’s challenge this year is to ensure that our training programme supports our drive to deliver quality client service. Excellent external customer service is only possible where internal customer service is good. Thus we have embarked on a journey to nurture a spirit of collaboration amongst staff.
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