Tel: +27 (82) 653 3262

Communication strategies aimed at members and other  stakeholders

Production of literature aimed at members

WHAT WE DO

COMMUNICATION

RetirementWise specializes in communication to assist funds, trustees and employers in educating members and employees regarding their fund benefits and preparing them for their retirement. 

Funds should strive to have financially independent members at retirement.   

FUND INFORMATION

SOUND FINANCIAL DECISIONS

Members have a right to information regarding their retirement fund benefits, when they want it 
and in the format they prefer. If members are informed they are more likely to make sound financial decisions at retirement minimising the risk for trustees. 

2017 INDUSTRY RECOGNITION AND AWARDS

RetirementWise clients received the following awards: 

RFLIPF Provident Fund

Best Practices Best in Class Trophies: Communication Project 

Special Achievement Certificate: SMS engagement initiative and the ‘’scribble videos’’ 

Special Achievement Certificate: Policy and implementation of Black Investment Managers’ process 

Special Achievement Certificate: Progress made in the implementation of CRISA and the ESG principles 

 Best Practice Certificate: Transformation
Best Practice Certificate: Communication Strategy  

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Contract Cleaning National Provident Fund

Best Practices Best in Class Trophies: Communication Project 

 Special Achievement Certificate: for the “Ask Phule”member engagement concept 

ISASA Independent Schools Association of South Africa Pension & Provident Fund

Best Practices Best in Class Trophies: Communication Strategy  

Mineworkers Provident Fund

Best Practices Best in Class Trophies: Investment Practices 

 Best Practice Certificate:  Communication Strategy  

NBC Umbrella Fund

Special Achievement Certificate: Progress made in the establishment of a communication strategy  

FUND IDENTITY

Members need to identify with their Fund, in order for this to happen the Fund must have its own identity. We believe that creating a strong visual identity for a fund creates the foundations for a trust relationship. Without trust – communication is not possible. 

Where trust is lacking members will exhibit behaviour where communication material is not read, content not believed and members will listen to “wrong information about the Fund” from other sources such as trade unions, line managers or informal leaders.