Kula Partners
Who We Are
Kula Partners is a leading financial service provider with over 15 years of experience in delivering comprehensive and integrated financial services to participants in the World of Work. We specialize in retirement fund administration, self-insurance administration, and group insurance administration, managing over 720,000 policies and 85,000 self-insured policies. Our commitment to excellence, innovation, and risk management ensures that our clients are protected from financial, reputational, compliance, and governance risks. As a Level 1 B-BBEE registered Financial Service Provider (FSP No. 43066), we are dedicated to transformation, empowerment, and providing unparalleled service to our clients across South Africa.
What We Do
Our suite of services is designed to meet the diverse needs of our clients, offering seamless and efficient financial administration solutions:
We offer end-to-end solutions for retirement fund administration in the stand-alone and umbrella fund space, including member record management, monthly premium allocation, exit claims processing, and detailed member statements, supported by a dedicated project management team to ensure smooth transitions.
Our self-insurance administration services help clients manage risk, reduce costs, and retain control. We provide expert support in risk management, actuarial analysis, financial management, and regulatory compliance, backed by cutting-edge technology and inhouse team of medical assessment specialists.
Who We Serve
Customer Segments
- Retirement funds.
- Unions
- Bargaining councils
- Employer groups
- Individuals
Customer Attributes
- Large retirement funds with insured or self-insured benefits.
- Large retirement funds looking to migrate between insured to self-insured benefits.
- Employer Groups, Unions and Bargaining Councils providing risk benefits to its employees and members
- Retirement funds with unclaimed benefit and 37C tracing requirements.
Why Choose Us
Choosing Kula Partners means partnering with a team dedicated to delivering excellence and innovation. Here’s why we are the preferred choice for integrated financial services:
- Extensive Experience: With over 15 years in the industry, we bring deep expertise and understanding of the institutional and retail financial markets.
- Comprehensive Risk Management: Our consultative approach ensures that our clients are protected from a broad range of risks, including financial, reputational, compliance, and governance.
- Innovative Technology: We leverage advanced technology to enhance efficiency, reduce costs, and deliver consistent, high-quality service.
- Client-Centric Solutions: Our services are tailored to meet the unique needs of each client, ensuring that we deliver value and drive sustainable growth.
- Integrated Service Offering: Through the various Kula companies, we integrate health and wellness solutions to ensure a streamlined client journey before, during and after claims stage.
- Independent advice: As one of the largest independent administrators in South Africa, we provide integrated administration solutions across multiple products with the focus to provide a best of breed solution tailor made around the needs of our clients.
Our LEADERSHIP
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