• RetirementInvestments and Savingsfor Everyone

    Retirement
    Investments and Savings
    for Everyone

    Many employees are under financial stress and either don’t save enough or at all. Moreover, those who belong to a retirement Fund assume that membership alone means they will be able to sustain their standard of living when they stop working. Few have sufficient information to monitor or assess the correctness of this assumption.
  • RetirementInvestments and Savingsfor Everyone

    Retirement
    Investments and Savings
    for Everyone

    RISE is a licensed Fund Administration, Investment Management and Consulting business that offers affordable and practical one-stop solutions for the needs of retirement Funds and their members.

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RETIREMENT INVESTMENTS & SAVINGS FOR EVERYONE

Many employees are under financial stress and either don’t save enough or at all. Moreover, those who belong to a retirement Fund assume that membership alone means they will be able to sustain their standard of living when they stop working. Few have sufficient information to monitor or assess the correctness of this assumption.

The founders of RISE have developed an integrated solution that enables every employee to monitor their retirement and savings status based on their personal needs, expectations and circumstances.

With minimal hassle employers can encourage and enable employee financial wellness for their employees. It is the right thing to do and makes significant business sense.

RISE is a licensed Fund Administration, Investment Management and Consulting business that offers affordable and practical one-stop solutions for the needs of retirement Funds and their members.

The RISE difference

1

Transparent

The RISE Platform provides members with all of the critical information they need to assess their contractual and voluntary savings status, including online access to information about Fund contributions, benefit values, fees and expenses and investment portfolio construction. Returns are updated as markets move – up or down. Other Fund stakeholders such as trustees and employers also have online access to necessary Fund information.

2

Simple

Our administration systems and processes are simple and easy to understand for Fund members, trustees and participating employers.

3

AFFORDABLE

Our fees measure favourably with those offering comparable services and functionality. Our administration processes, data collection and investment methodologies entrench efficiencies and fee savings that benefit Fund members directly.

4

Diverse Range of Portfolios

Members can choose from a range of passive diversified portfolios or actively managed specialist portfolios with building blocks selected to ensure asset-class and manager diversity.
Portfolio selection can incorporate a life-stage investment strategy. We also offer a Sharia-compliant portfolio.
Portfolio performance expectations are documented in written RISE investment portfolio mandates agreed on with each investor fund. Portfolio fact sheets report on performance targets against defined benchmarks.

5

Unrivalled opportunity to save

RISE presents an unrivalled opportunity for members to save as individuals according to their needs and personal circumstances. There is no minimum amount or prescribed time period. Amounts saved can be either recurring or once-off or a combination of both. There are no minimums fees and full access to accumulated savings is guaranteed.

RISE members have access to:-

  • A RISE Tax-Free Savings Account
  • A personal RISE investment account for members who want to invest in any RISE investment portfolios, any South African shares or Exchange Traded Funds (ETFs).
  • A personal RISE investment account for members who want to invest in shares or ETFs listed on the New York Stock Exchange.

6

Seamless

Members can transfer their existing retirement savings – tax-free – into a RISE preservation fund or retirement annuity or invest their after-tax proceeds in any of their RISE Personal Accounts. A retirement benefits counselling service is also available to members on the rise platform.

The RISE Benefits

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MEMBERS

  • Fund-related information – contributions, benefit values, fees and expenses – can be viewed online
  • Fund claims status can be viewed online
  • All claims will be processed in 48 hours, if properly lodged.
  • Contributions are invested within hours of receipt by RISE.

8

EMPLOYERS

  • All relevant fund information can be accessed online
  • Claims payments can be tracked online
  • Payroll files, contribution payments and supporting schedules are uploaded online
  • Training for Employer Payroll Staff is available at no additional charge.

How do I get started with RISE?

One of our Consultants will walk you through the details of how RISE can benefit your employees directly and answer any questions that you, your Fund’s trustees or your employees may have. A decision to migrate to RISE may well prove to be one of the best things that you ever do for your employees! It will provide them with a means like no other to monitor and achieve their retirement and personal savings goals!

Please provide the following information and a member of the RISE team will contact you: -

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