Alexforbes has introduced Alexforbes One, a new umbrella fund designed to provide a unified retirement fund solution for employers, intermediaries, and members.
According to the group, the launch reflects its effort to move away from fragmented, legacy models towards a more inclusive and scalable approach to retirement funding.
Dawie de Villiers, the chief executive of Alexforbes, said: “Alexforbes One is not just a product – it’s our best view of the retirement fund of the future. We’ve built a solution that is inclusive, flexible, and powerful – designed to deliver better outcomes across the value chain.”
Benefits for employers
For employers, the fund offers access to disciplined multi-manager expertise aimed at delivering long-term returns at competitive costs. It also promises streamlined administration, proactive governance, and digital tools to improve efficiency and reduce member queries.
Elio E’Silva, head of Direct Corporate Solutions, highlighted that the fund has been designed to be adaptable: “We’ve designed Alexforbes One to be modular, scalable and personal. Whether you’re navigating legislative complexity or seeking flexibility, this fund adapts to your workforce needs while delivering consistent, long-term value.”
Support for members
A key focus of the fund is providing members with access to financial advice, regardless of income level, job type, or age. This aims to address the gap in the industry where many individuals face important financial decisions without professional guidance.
“Big financial decisions shouldn’t come with big barriers,” said E’Silva. “We have built a fund where advice is always in reach – no matter who you are or where you work. That is how we change outcomes.”
Members will also have access to enhanced retirement benefit counselling (eRBC), WhatsApp-based self-service, and digital tools to help them plan for goals such as buying a home, funding education, or preparing for retirement.
Value for intermediaries
For intermediaries, Alexforbes One is positioned as a platform that reduces administrative friction and supports independent advice.
Vincent van Dyk, head of Intermediated Employee Benefits, said the fund has been designed with advisers in mind: “We’ve listened to the market and responded with a solution that supports independent advice, simplifies administration and enhances member engagement. It’s cost-effective, scalable and outcome-driven – giving employers a fund they can rely on, advisers a platform they can grow with and members a retirement experience they can trust.”
Van Dyk added that the ecosystem is built to enable advice practices to grow by unlocking access to investment strategies, digital tools, and engagement support.
Governance and transparency
The fund will publish an integrated annual report that combines financial and impact metrics. This aims to give stakeholders a clear view of both investment performance and responsible investing outcomes, with the goal of setting a higher standard of transparency and governance in the industry.
De Villiers said the launch represents a broader shift in how retirement solutions are delivered: “By combining investment expertise, inclusive advice and scalable infrastructure, Alexforbes One sets a new standard for retirement funding. It’s a fund that empowers members, enables advisers and supports employers – delivering better outcomes for all.”
