Overview

Employers need to know that their corporate retirement/savings plan will be efficiently managed without distracting from their day to day jobs. That is why we, at Generali Worldwide, provide a dedicated Account Executive for every employer, who is responsible for the smooth running of the plan.

While the specific rules pertaining to individual plans are detailed in a client's own contract, this section acts as a quick reference guide providing you with key information on managing your plan.

The following sections should help to provide an insight to how plans are managed:

Setting up your Customised Plan

Questions and Answers providing you with a quick reference guide to topics like: Who can join the plan? What kinds of benefits are available? etc.

Service Provision to Members under a Customised Plan

Questions and Answers in respect of the specific services and flow of information provided to members under a Customised Plan.

Data Requirements and Communication

Provides details on what format data should be provided to Generali Worldwide to facilitate the efficient administration of your plan.

Corporate Leavers

More and more clients require their plan to be portable - Generali Worldwide offers corporate leavers a continuation option in this regard.