Background
Navigating Ghana’s three-tier pension system requires expertise in compliance, scheme design, and financial planning.

Objectives
To provide expert guidance to individuals or organizations on pension compliance, optimization, and retirement planning.

Scope of Services

1. Review of pension scheme documents
2. Advisory on Tier 1, Tier 2, and Tier 3 compliance
3. Retirement readiness assessment for employees
4. Training on pension rights and obligations

Transfer of Knowledge/Training
Train HR/Finance teams or Trustees on pension administration and reporting.

Deliverables

1. Pension Advisory Report
2. Retirement Planning Guide
3. Management Reports to HR or Board of Trustees

Reports and Schedule : One comprehensive advisory document with briefing

Client Provisions : Access to pension records and staff

Assignment Period : 2 to 4 weeks.