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The challenge
Investec Employee Benefits Limited had closed an
entire department after outsourcing the
administration function for a number of funds. After
closing the department, the management team realised
that there were still a number of outstanding
problems to be resolved, and that the diversity and
nature of the problems remaining after such a
transaction would make it difficult to find someone
suitable to perform the clean-up. Maxine Rockett was
appointed to undertake the project.
The solution
Stage 1
Every single complaint was reviewed
and the associated payments analysed via various
computer systems.
Each customer received a personal
letter advising them of the remedial steps being
taken. Where appropriate, payments were authorised
either directly to the customer or to the
consultants and actuaries who had taken over the
funds.
Stage 2
The new team received training on
pension laws and the new processes, in order to
ensure a smooth transition of the pension fund
management.
The outcome
All the outstanding issues were
resolved to the satisfaction of the clients and of
Investec Employee Benefits, completing the
outsourcing exercise successfully.
Client feedback
The Head of PSO, Technical Support
and Training at Investec Employee Benefits said, “We
were very lucky to come across Maxine. She is a hard
worker who requires very little supervision, and is
a self-starter with good communication and
interpersonal skills. She grasps information very
quickly and it takes very little effort to explain a
new function or requirement to her. Maxine is a
flexible person who can do anything you give her,
and she has the ability to work with a diverse range
of people, and a diverse range of problems and
issues." |
Consider the benefits:
Flexible staffing levels
Access to high calibre staff
Cost-effective deployment
Value for money
Focus on the task at hand
To find out more, contact:
Mimax Trading Trust
P O Box 436
Northriding
2162
South Africa
Tel: +27 (0)72 464 9009
Email: info@mimaxa.com
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