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PENSION FUND SPECIALIST SERVICES
Building Long-Term Value for Your People and Your Business
We understand that pension funds are not just a legal or financial requirement — they are a strategic tool for attracting talent, building loyalty, and demonstrating long-term commitment to employee well-being. That’s why we go beyond basic implementation. We partner with HR leaders, CFOs, and Trustees to design retirement solutions that make a difference.
Our comprehensive approach ensures that each fund aligns with your organizational goals while empowering employees with a secure, dignified future. From feasibility studies to implementation and oversight, Carlyle Partners is your dedicated partner in delivering reliable and high-impact retirement solutions.
WHAT WE OFFER
🔍 Feasibility Studies & Engagement Surveys
Before setting up a fund, we support your internal decision-making by measuring employee interest and readiness — especially in structures involving shared contributions. This allows you to validate your strategy with confidence and clarity.
📊 Market Intelligence & Benchmark Reports
We provide regular market scans covering the most reputable Managing Entities in Mozambique. Our benchmark reports include detailed insights on pricing structures, investment returns, and service models — helping you make informed, competitive decisions.
🚀 Fund Implementation & SLA Negotiation
We handle the end-to-end setup process: from regulatory compliance and fund architecture to negotiating service level agreements with providers. Our aim is to simplify complexity and ensure full compliance at every step.
💬 Member Communication & Education
We work closely with employers to ensure that employees understand and engage with their benefits. Whether through digital tools or on-site sessions, we ensure clear, timely communication to boost confidence and transparency.
🤝 Ongoing Fund Administration
For operational efficiency, we provide hands-on support between Managing Entities and company representatives — ensuring all parties are aligned, compliant, and responsive to change.
📈 Investment Oversight
Through our strategic alliances, we help Trustees and Investment Committees assess performance, evaluate fund managers, and identify best-in-class investment opportunities aligned with your risk appetite.
🗂️ Trustee Secretarial Support
We manage all formalities — meeting coordination, minutes, and documentation — so Trustees can focus on decision-making. This reduces the administrative burden while ensuring governance is preserved.
📑 Regulatory Advisory
Our team ensures full compliance with Mozambique’s pension fund regulations and provides proactive guidance to navigate audits, filings, and evolving legal requirements.
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