Benefit Consulting

Efficient Benefit Consulting (EFBC), a division of the Efficient Group, offers a comprehensive value proposition in financial services to private clients, corporate clients, and institutional clients.

We specialise in independent employee benefit consulting that focusses on providing customised, value-added retirement fund solutions to members, employers, and boards of trustees.

Our consultancy approach is firmly rooted in our independence. This means that we are not ‘tied’ to any specific administration platform or insurance provider. We are committed to assisting fund management committees to achieving their goals and to attending to their members’ pre- and post-retirement needs.

Our Offering

  • Retirement benefits counselling services
  • Retirement benefits consulting and intermediary services
  • Group risk-benefit consulting and management services
  • Investment consulting and monitoring in partnership with Boutique Investment Partners (BIP)
  • Fund and member analysis services
  • Legal and technical support
  • Fund governance policies review and assistance with the updating and drafting of policies
  • Member financial education and information sessions
  • Retirement fund and related benefits induction programme for employees
  • Human resources employee benefits training services
  • Trustee training sessions facilitation
  • Assistance with and management of the annual Board review process
  • On-boarding and induction programme for all new trustees
  • Section-14 transfers, management, and liaising with the Financial Sector Conduct Authority (FSCA)
  • Attending all trustee meetings and providing secretarial services