BULLIA CONSULTING has proven expertise in all major facets of retirement fund oversight and management. Our core strengths are in the following key areas:
Helping employers to select and move to appropriate umbrella funds, i.e.
Assisting employers with a small retirement fund to select and move to a new, more appropriate and cost-efficient fund and then closing down the old fund by way of liquidation or deregistration;
Assisting employers with no retirement fund to select an appropriate umbrella fund for their salaried staff;
Using a formal tender and fund selection process and associated tools to arrive at the optimal choice of umbrella fund;
Providing fund implementation support and communication services to employers.
‘Cleaning up’ poorly managed pension funds, which might include reconstituting the Board of Trustees and introducing more efficient management systems;
Closing down pension funds due to, for example, their being dormant as well as company restructuring and rationalisation.
Providing independent Trustee services to retirement funds;
Providing specialist consulting on retirement funds – especially in the area of governance;
Providing independent Principal Officer services to retirement funds.
