Alexander Forbes Group Holdings Culture Company

Vision Statement

Best advice for clients Across global markets, corporates have identified employee benefits as a key strategic tool to attract and retain talent. In the current environment, Alexander Forbes sees an increasing demand in advising clients to implement holistic employee benefit programmes successfully and, importantly, educating individual members on the importance of saving and investing for retirement. Measurable client benefits Our clients rely on us to provide advice that is in their best interests and will generate measurable benefits. Our advice-led value proposition leverages our scale and provides innovative retirement and preservation solutions for members, at institutional pricing. Pan-Africa solutions Our clients across Africa want to benefit from our proven advice and expertise wherever they are present and do not require us to have an in-country presence. Our strategic partnerships across the African continent will deliver the value expected from a leading brand. Focused business model Our business model will focus on the core businesses of consulting, administration and investments. Reduced complexity means we will be able to allocate more capacity towards client engagement, increase agility, leverage partnerships and deliver an integrated value proposition. Capital-light Through our focused business model, we aim to decrease our regulatory requirements through a capital-light business that delivers a superior return on capital for shareholders. We will return surplus capital to shareholders taking cognisance of potential investment opportunities that lie ahead.