Greg Pullin joined Chartered Employee Benefits Family in September 2019 and has brought in his Employee Benefits client base to establish the Cape Town office.
Greg is a CERTIFIED FINANCIAL PLANNER® Professional and qualified from the University of the Free State in 1991.
He started his career in the employee benefits administration department of a large international insurance company and gained valuable experience in the administration of large pension and provident funds, as well as managing various special projects for the organisation.
This experience and exposure proved to be a good base to expand his skills into the consulting arena and he moved to an international consulting firm, where he provided his clients with professional, independent and meaningful advice on how to structure their benefits and investments.
He was later approached to do specialised consulting to some large Cape based Municipal Umbrella Funds with their unique tax regimes, which are different to private sector funds. He also managed various special projects for these funds.
The exposure to many facets of the employee benefits industry has enabled Greg to provide the clients of Chartered Employee Benefits and Boards of Trustees ethical advice and valuable insights on how to structure their benefits and investments.
Greg continually strives to provide his clients with the “ultimate” solution that allows members to retire with adequate means. He is a strong advocate of the preservation of benefits during one’s working career to achieve this.