About
The Easy Umbrella Fund is designed to democratize savings and investment opportunities, making it accessible for everyone, regardless of their financial background. By pooling the assets of multiple smaller funds, our platform offers significant benefits, including cost efficiency, no minimum investment requirements, and no hidden fees. Our innovative approach allows small companies to offer competitive retirement benefits to their employees, helping them attract and retain qualified talent.
With our tech-driven platform, employees have 24/7 access to their fund details via an online portal or WhatsApp, providing transparency and ease of use. We partner with top insurance companies to offer comprehensive risk benefits and a diverse range of investment options, including stocks on the JSE and NYSE. Our dedicated support team ensures a seamless and efficient investment experience, handling everything from onboarding to claims management with a 48-hour turnaround time. Join us and take advantage of a valuable retirement solution tailored to meet the needs of modern employees and employers alike.
Governance and Administration
Board of Trustees
The EUF is overseen by a Board of Trustees comprising four trustees (two of whom are independent) and an independent Principal Officer. This board ensures the fund operates within legislative frameworks and in the best interests of both employers and members.
Management Committee
Each participating employer forms a management committee to facilitate communication, expedite claims, and monitor investment performance. Members can elect 50% of the committee representation, ensuring their voices are heard.
Innovative Investment Platform
Our platform revolutionizes retirement savings by offering a seamless, user-friendly experience that maximizes growth and security for your employees’ financial futures. With advanced technology and strategic partnerships, we provide a comprehensive suite of investment options and tools to ensure your employees can invest with confidence and ease.
Join the Future of Retirement Planning
At EasyRetire, we are unwavering in our commitment to securing brighter financial futures for individuals as they embark on their retirement journey. Our core mission centers on optimizing retirement outcomes through strategic investment management, meticulous fund administration, and a dedication to ethical investment management.
We understand that retirement planning is not just about numbers; it's about the lives and dreams of individuals who have worked diligently throughout their careers. Our holistic approach to retirement fund management ensures that every member's unique financial goals and aspirations are given the utmost consideration.
With EasyRetire, you can rest assured that your retirement nest egg is in capable hands. We strive to achieve consistent, long-term growth and provide peace of mind to our members, enabling them to enjoy their retirement years to the fullest.