Alexander Forbes Retirement Fund
our flagship umbrella fund
Your employees are your biggest asset – a comfortable retirement would be one of theirs
The most valuable gift you can give your employees is peace of mind, knowing that their future is well taken care of. We can help you with that.
Let’s face it, employees need more than just a retirement fund. So, retirement funds need to be more than just about retirement savings and income.
Employers need to understand that employees are often more focused on their immediate needs. Especially when life happens. Making the most of their finances is becoming more stressful for more people.
Think about what that should mean for retirement funds … for employee benefits. They need to adapt quickly because long-term saving is now more important than ever.
The Alexander Forbes Retirement Fund (the fund) considers your employees’ real and immediate needs, without compromising their long-term objectives.
It provides collective advice and personal lifecycle solutions for the things your employees plan for, when their life changes, or when the unexpected happens. This means improved financial security, mental and physical health, and work productivity.
And for you, it means better business.
Integrated annual report 31 March 2024
The Alexander Forbes Retirement Fund (the fund or AFRF) board of trustees is delighted to publish the AFRF integrated annual report (the report or IAR). This report is the primary means through which we share our financial results and the narrative of how we’ve created value with our stakeholders over the last fiscal year.
Our value proposition
The fund’s purpose is aligned with that of the Alexforbes group, which is to pioneer insight to deliver advice and solutions that impact people’s lives. This is achieved by:
Insights – knowledge is power
We have relevant access to accurate and sufficient data, the right technology to extract that data and the right expertise and mindsets to understand the data and how it relates to our clients and their business.
Advice – high-quality advice leads to better decisions
We deliberately use our insights to inform and influence the high-quality advice frameworks that are implemented across our consulting and administration platforms.
- advice that is independent
- advice that is integrated
Solutions – real solutions, relevant today and through retirement
When you begin to connect the dots between insight and advice, solutions can really take shape in a meaningful and impactful way. Finding the best solutions always starts with having the right insight and advice. A key enabler of our capacity to deliver better employee benefits and improved outcomes is our ability to effectively implement high-quality advice, informed by well-researched insights.
Impact – purpose-driven to influence better-informed decisions
The real measure of success is a demonstrable improvement in outcomes. The Alexforbes value chain exists to deliver impact to clients’ lives. We exist to be an agent of change, providing individuals with an employee benefit plan that lets them stress-test their financial priorities to understand which decisions will have the greatest impact on their lives. Ultimately, we want to help all our clients feel in control, confident and secure in their financial journeys by making it easy for them to succeed.