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.

Creating a members’ benefit scheme

An organisation with 10,000 members approached us to help create a members’ benefit scheme. We worked with their national executive and created a programme of benefits and services which would best suit their membership.

We introduced service providers to the organisation and  handled the legal aspects of the relationship. We worked with the marketing teams providing support and assistance where necessary. The organisation now benefits from an increase in membership and an income from those benefits and services purchased by members.