Retirement & Investment Solutions

Retirement Consulting

Retirement Plan Set Up, Due Diligence and Governance
  • Day-to-day business imperatives come in the way of functioning of the board of trustees, as desired by law, leading to compromise and shortcuts on several key processes around trustee meetings, investment process and compliance management. Understanding this requirement, Aon Hewitt has researched extensively on trust governance aspects in order to aid the board of trustees by providing the means to effectively monitor risk and compliance responsibilities. Our expertise enables our clients to develop a compliant, efficient and sustainable trust management system, saving trustee boards’ time and effort.
Governance Framework Value Proposition
  • Complete compliance with legislation including licensing and registration requirements, drafting deed of variations and resolutions necessitating changes to policies and interfacing with regulatory authorities
  • Effective provision of a robust, reliable method for record-keeping and compliance management
  • Enhanced monitoring of vendors/service providers, such as PF investment advisors and administrators, pension (NPS) intermediaries and fund managers (life insurance companies)
Aon Hewitt’s Integrated Solutions Model
  • Aon Hewitt advises clients on various aspects of trust functioning throughout the trust lifecycle. The Integrated Solutions Model caters to all activities from trust start-up to other ongoing requirements
  • Trust start-up and closure
  • Ongoing compliance requirements
  • Policy amendments and process improvements
Get in touch
Chitra Jayasimha
Mumbai
Director LinkedIn