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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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SECURE YOUR FUTURE WITH THE NEWLY AVAILABLE PENSION FUNDS FOR INDIVIDUALS!

Are you interested in securing your future with the new individual pension funds available in the market? Enter your details and we’ll revert to you with a quote.

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