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Liberty Corporate

Liberty Corporate. Linde & Viljoen & Associates. Harri Viljoen Executive Financial Advisor B Com Hons Indus Psych CFP 23 Years experience in Insurance Industry. Liberty Corporate. A leading provider of holistic employee benefits solutions Retirement Risk Investment

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Liberty Corporate

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  1. Liberty Corporate

  2. Linde & Viljoen & Associates • Harri Viljoen • Executive Financial Advisor • B Com Hons Indus Psych • CFP • 23 Years experience in Insurance Industry

  3. Liberty Corporate • A leading provider of holistic employee • benefits solutions • Retirement • Risk • Investment • Actuarial and Consultancy • Administration

  4. Liberty Holdings Strong balance sheet Financial Sector Charter “A” Rating Established in 1958 Liberty Group A leading wealth management company >R500 billion assets under management (incl. STANLIB) Focus on sustainability Focus on environment Around 3 million lives insured Largest private sector spend on education in South Africa

  5. Black Economic Empowerment

  6. Liberty Corporate Executive team Seelan Gobalsamy Chief Executive Liberty Corporate Thabo Dloti CEO: Institutional

  7. Liberty Corporate Executive team Kieran Godden Divisional Director: Consulting & Actuarial Kammy Sing Divisional Director: Operations Samantha Gajathar Head: Risk and Compliance Linda Schroeder Divisional Director: Marketing & Client Services Graham Thomas Head of Risk Solutions Wedaad Joseph Divisional Director: Operational Support

  8. Liberty Corporate Executive team Andre van Heerden Chief Financial Officer De Wet van der Spuy Divisional Director Product Latoya Mokotto HR Business Partner Tiaan Kotze Head: Specialised Insurance Skheto Maluleke Head: Information Technology

  9. Liberty Corporate • Staffing capability • Close to 800 dedicated staff members • Experienced Executive team • Experienced Operations team • Experience in managing retirement funds and risk benefits • 8 700 retirement funds with associated risk benefits • Administer R30 billion in retirement savings • 320 000 members (incl. Capital Alliance = 1 million members) • Liberty & Capital Alliance book combined – largest risk book in SA

  10. Client Support Centre • World class Client Support Centre • 12 500 calls per month in 7 languages • Fully accredited team • 92% calls answered in 30 seconds • 86% first call resolution rate with an average talk time of 3:30 minutes • 87% ‘experience delight’ rating

  11. Our industry awards speak for themselves... • Liberty Corporate – proud winner of the • following awards over the past 2 years • 5 PMR.africa awards both in the Diamond • and Golden Arrow categories! • Winner of the 2009 FIA Employee Benefits • - Product Supplier of the year Award 2009 • Relationship Quality • Service Quality • Product Quality • Voted 2nd in the Sunday Times top brands • survey 2009

  12. Young & Rubicam Some of our clients

  13. Competitive advantage

  14. Innovative reporting • Our new Electronic Member Benefit Statements

  15. Value Added Services • We offer more than risk and retirement • solutions because we care.... • Our range of new Value Added Services include: • Emergency Ambulance Service • Trauma Counseling • Legal Advice • Emergency medical Info, Advice and referral Hotline • Value added services are free!! • Are available to business owners, fund members, their spouses and nominated beneficiaries (under the age of 21) • To make use of these, a client has to have a single Liberty Corporate risk or retirement fund product.

  16. Scheme design

  17. SEFA Provident Fund

  18. Free Cover Limits

  19. Retirement Tested Formula The basic needed contribution for successful retirement planning is the following; 15% investment of monthly salary every month for 40 years

  20. The Cost of Waiting too long.... Person A R 1000 per month from age 18 to age 28 Person B R 1000 per month from age 28 to age 65 Question ??? Who has the most money at retirement????

  21. Questions

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