Sourcing new service providers
We were approached by one of our retirement organisations with over 50,000 members to identify a particular product which they wished to offer their members.
We researched the market, identified the key providers and interviewed each one. We carried out due diligence and made a recommendation to the national executive committee. Following our recommendation, the provider was engaged. We handled the legal aspects of the relationship and continue to assist both the service provider and the organisation to develop their relationship.