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Submitted URL: http://www.fairheads.com/
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 * About
 * Our Products
   * Beneficiary Fund Administration
     * Hospitality and General Umbrella Beneficiary Fund
     * Fairheads Independent Beneficiary Fund
     * Fairheads Umbrella Beneficiary Fund
     * Mineworkers Beneficiary Fund
     * Momentum Umbrella Beneficiary Fund
     * NBC Umbrella Beneficiary Fund
     * SACCAWU National Beneficiary Fund
   * Umbrella Trust Administration
     * The Fairheads Legacy Trust
     * The Fairheads Umbrella Trust
   * Tracing
   * Unclaimed Benefit Preservation Fund
     * The Continuation Unclaimed Benefits Provident Fund
     * The Continuation Unclaimed Benefits Pension Fund
   * Pension Backed Lending
 * Media Room
 * Case Studies
 * Contact Us

Select Page
 * About
 * Our Products
   * Beneficiary Fund Administration
     * Hospitality and General Umbrella Beneficiary Fund
     * Fairheads Independent Beneficiary Fund
     * Fairheads Umbrella Beneficiary Fund
     * Mineworkers Beneficiary Fund
     * Momentum Umbrella Beneficiary Fund
     * NBC Umbrella Beneficiary Fund
     * SACCAWU National Beneficiary Fund
   * Umbrella Trust Administration
     * The Fairheads Legacy Trust
     * The Fairheads Umbrella Trust
   * Tracing
   * Unclaimed Benefit Preservation Fund
     * The Continuation Unclaimed Benefits Provident Fund
     * The Continuation Unclaimed Benefits Pension Fund
   * Pension Backed Lending
 * Media Room
 * Case Studies
 * Contact Us




SOUTHERN AFRICA’S LEADING INDEPENDENT ADMINISTRATOR AND SERVICE PROVIDER TO THE
RETIREMENT AND FIDUCIARY INDUSTRIES

The administration of Beneficiary Funds and Umbrella Trusts has been Fairheads’
core business for more than two decades and we have evolved to include Tracing,
Unclaimed Benefits, a Legacy Umbrella Trust product and Pension-backed lending.

Talk To Us


BENEFICIARY FUND ADMINISTRATION

Fairheads is the administrator of choice for beneficiary funds which receive
section 37C death benefits from retirement funds as well as unapproved benefits
relating to employment.

Learn More

UMBRELLA TRUST ADMINISTRATION

We have decades of experience in the third-party administration of umbrella
trusts.

Learn More

TRACING

Fairheads offer stand-alone tracing services to retirement funds and unclaimed
benefit funds.

Learn More

UNCLAIMED BENEFIT PRESERVATION FUND

We trace, verify and pay out members on behalf of retirement.

Learn More

PENSION-BACKED LENDING

Pension-backed home loans are designed to make property ownership more
accessible and affordable for members of retirement funds.

Learn More

ABOUT FAIRHEADS


OUR VALUE STATEMENT

We act respectfully, doing the right thing for the right reason to ensure our
clients are safe with us.

The safe management of funds is key to our value proposition with the knowledge
that we are fulfilling an important role in society in assisting members and
clients to have a better life and achieve their dreams and aspirations.

About Us
BBEEE Certificate
Enterprise Development & CSI

CASE STUDIES


TO PRESERVE OR ERODE: THE CASE FOR BENEFICIARY FUNDS


I am often challenged in trustee report back meetings about the rate of capital
growth on beneficiary funds, and more specifically why the benefit in the fund
has not grown as much as is expected.

View Case Study



SUCCESS WITH RAF PAYOUTS TO FAIRHEADS LEGACY TRUST

Fairheads’ umbrella trust product, The Fairheads Legacy Trust, is gaining
traction, particularly among lawyers, as a solution for the trusteeship and
administration of lump sums paid out by various means including testamentary
provision, medical malpractice claims or – in this case – the Road Accident Fund
(RAF).

View Case Study



GUARDIAN PROACTIVELY CHOOSES A BENEFICIARY FUND FOR HIS CHILDREN

Fairheads can report on a recent case study, which is particularly interesting
because it shows growing awareness among higher-income earners of the tax and
savings advantages of beneficiary funds.

View Case Study



FAIRHEADS LEGACY TRUST HELPS FAMILY IN NEED

In 2018 Fairheads was approached by a family who had lost a parent, leaving a
spouse and two young children behind. The spouse was struggling financially and
had had to sell off various assets simply to sustain the children.

View Case Study



UNCLAIMED BENEFITS –THE HUMAN FACE

Fairheads has launched two unclaimed benefit funds – the Fairheads Unclaimed
Benefit Preservation Pension Fund and the Fairheads Unclaimed Benefit
Preservation Provident Fund.

View Case Study



TO PRESERVE OR ERODE: THE CASE FOR BENEFICIARY FUNDS


I am often challenged in trustee report back meetings about the rate of capital
growth on beneficiary funds, and more specifically why the benefit in the fund
has not grown as much as is expected.

View Case Study



SUCCESS WITH RAF PAYOUTS TO FAIRHEADS LEGACY TRUST

Fairheads’ umbrella trust product, The Fairheads Legacy Trust, is gaining
traction, particularly among lawyers, as a solution for the trusteeship and
administration of lump sums paid out by various means including testamentary
provision, medical malpractice claims or – in this case – the Road Accident Fund
(RAF).

View Case Study

Previous
Next



RECENT NEWS

Learn more about what is happening at Fairheads.

July 29, 2021Fairheads Times, Media Room, Cybercrime, Fairheads Times,
Retirement Reform


FAIRHEADS TIMES JULY 2021

This issue of Fairheads Times leads with a discussion by David Hurford on the
impact of the consolidation of beneficiary funds in the context of the
Regulator’s push for retirement fund consolidation. Some of the pertinent
issues...

Read More
By athorne0
April 4, 2021Media Room, Fairheads Times, Fairheads Times, Beneficiary Funds,
education, Fairheads Times, transition


FAIRHEADS TIMES APRIL 2021

In this issue of Fairheads Times we focus on the all too real vulnerability of
children during the COVID-19 pandemic. Their education has been severely
impacted by lockdown rules, with many families unable to access the
technology...

Read More
By athorne0
August 4, 2020Media Room, Best Practice, Fund Governance, Governance


FAIRHEADS SETS THE BEST-PRACTICE GOVERNANCE BENCHMARK

by Giselle Gould, Business Development Director From the outset, the aim of
Fairheads Benefit Services has been to achieve best practice in the governance
of beneficiary funds. In this article, we refer to the Fairheads Umbrella...

Read More
By athorne0
July 29, 2021Fairheads Times, Media Room, Cybercrime, Fairheads Times,
Retirement Reform


FAIRHEADS TIMES JULY 2021

This issue of Fairheads Times leads with a discussion by David Hurford on the
impact of the consolidation of beneficiary funds in the context of the
Regulator’s push for retirement fund consolidation. Some of the pertinent
issues...

Read More
By athorne0
April 4, 2021Media Room, Fairheads Times, Fairheads Times, Beneficiary Funds,
education, Fairheads Times, transition


FAIRHEADS TIMES APRIL 2021

In this issue of Fairheads Times we focus on the all too real vulnerability of
children during the COVID-19 pandemic. Their education has been severely
impacted by lockdown rules, with many families unable to access the
technology...

Read More
By athorne0
August 4, 2020Media Room, Best Practice, Fund Governance, Governance


FAIRHEADS SETS THE BEST-PRACTICE GOVERNANCE BENCHMARK

by Giselle Gould, Business Development Director From the outset, the aim of
Fairheads Benefit Services has been to achieve best practice in the governance
of beneficiary funds. In this article, we refer to the Fairheads Umbrella...

Read More
By athorne0
May 8, 2020Media Room, Client Service, COVID-19


WALK IN CENTRES REOPEN

Dear Clients Nearly six weeks into the lockdown journey, our daily lives look
very different to what they did before. However, we are amazed at the resilience
of South Africans who have pulled together to contend with some of the very...

Read More
By athorne0
April 6, 2020Media Room, Coronavirus, COVID-19


CONTINUING THE CARE DURING THE COVID-19 PANDEMIC

Worldwide, we find ourselves in an unprecedented situation, with lockdowns in
many countries holding serious consequences for economic growth, small business
and job creation. The long-term impact is as yet unknown. But despite the...

Read More
By athorne0
November 25, 2019Fairheads Times, Media Room, ESG, Fairheads Times, Guardian
Roadshow, Section 37 ( c )


FAIRHEADS TIMES NOVEMBER 2019

A long overdue rethink of section 37C of the Pension Funds Act is finally under
way, following a request from the Deputy Registrar to the industry to give
suggestions for amendments and submit them to the Financial Sector Conduct...

Read More
By athorne0
June 24, 2019Media Room, Roadshow


GUARDIAN ROADSHOW 2019

The 2019 Guardian Roadshow is on the roads. This year Fairheads and
participating funds visit Lesotho, North West, Gauteng, KwaZulu-Natal and
Western Cape. View or download the schedule here. If you haven’t been to a
workshop yet,...

Read More
By athorne0
April 4, 2019Media Room, B-BBEE, Enterprise Development, Governance


FAIRHEADS WORKING ON BBBEE SCORE

March 2019 By Zukiswa Peter, Financial Manager Understanding our score under the
revised charter, and what we’re doing about it In late 2017 the Finance Sector
Charter in consultation with the Department of Trade & Industry (DTI)...

Read More
By athorne0
December 15, 2018Media Room, Beneficiary Funds, Governance, Section 37 ( c )


BENEFICIARY FUNDS – WE ALL SHARE THE RESPONSIBILITY

By Giselle Gould, Director: Business Development Looking back on 2018, I believe
it is a time for deep reflection on our society. What a year it has been, with a
change of President, several changes of Finance Minister, and a few...

Read More
By athorne0



NEWSLETTER SIGNUP

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OUR VALUE STATEMENT

“We act respectfully, doing the right thing for the right reason to ensure our
clients are safe with us.”
Fairheads

Talk To Us

OUR PRODUCTS

 * Beneficiary Fund Administration
 * Umbrella Trust Administration
 * Tracing
 * Unclaimed Benefit Preservation Fund
 * Pension Backed Lending

MEDIA ROOM

 * Administrator’s Corner
 * Fairheads Times
 * Member Newsletters
 * Awards

CONTACT

 * 0860 102 919 (Share Call)
 * queries@fairheads.com
 * complaints@fairheads.com
 * whistleblowing@fairheads.com

Legal And Compliance

Disclaimer | POPIA | © 2021

Fairheads Benefit Services (Pty) Ltd and Fairheads Financial Services (Pty) Ltd
are authorised Financial Service Providers.

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 * About
 * Our Products
   * Beneficiary Fund Administration
     * Hospitality and General Umbrella Beneficiary Fund
     * Fairheads Independent Beneficiary Fund
     * Fairheads Umbrella Beneficiary Fund
     * Mineworkers Beneficiary Fund
     * Momentum Umbrella Beneficiary Fund
     * NBC Umbrella Beneficiary Fund
     * SACCAWU National Beneficiary Fund
     * Back
   * Umbrella Trust Administration
     * The Fairheads Legacy Trust
     * The Fairheads Umbrella Trust
     * Back
   * Tracing
   * Unclaimed Benefit Preservation Fund
     * The Continuation Unclaimed Benefits Provident Fund
     * The Continuation Unclaimed Benefits Pension Fund
     * Back
   * Pension Backed Lending
   * Back
 * Media Room
 * Case Studies
 * Contact Us