Enterprise Trustees was incorporated on 8th November 2010 as a joint partnership between Enterprise Group and Sanlam Group of South Africa.
Enterprise Group, a blue chip Financial Services Company listed on the Ghana Stock Exchange currently has four (4) subsidiaries. These are Enterprise Insurance, Enterprise Life, Enterprise Properties and Enterprise Funeral Services in collaboration with Sanlam Group, a Financial Services & Investment company of South Africa, has established Enterprise Trustees to provide trustee services within the framework of the National Pensions Law, Act 766 of 2008. As per the Act, employers have an obligation to engage the services of a trustee. The trustee is to preside over the management of their organization's pension schemes of the 2nd and 3rd tiers. It is in this regard that Enterprise Trustees. Enterprise Trustees, the Pensions Management subsidiary of the Enterprise Group, proposes to offer its services as Corporate Trustees.
Corporate Social Responsibility
The Group's social commitment has had a two faceted approach.Our principle and criteria for support are in promoting health and education across our footprint.
In 2012, we shifted our focus from providing assistance generally to a community and took a focused approach in supporting some key associations and organizations that have been under funded over the years such as the Autism centre in Accra. We have nonetheless kept our promise on on-going projects, key amongst them, our library project in the upper west region.
The Enterprise brand is based on the concept of "The Thoroughbred".
"The Thoroughbred is a horse of outstanding pedigree with an inherent disposition to be the best" Born of outstanding parentage, excellence is just in our nature.
This endows us with sheer power and muscle, which enables us to deliver the quality service and solution our scheme members desire and expect. That is why our scheme members confidently testify that, truly we deliver your advantage.
He holds a Bsc (Admin) degree from the University of Ghana Business School. He is a member of the Institute of Chartered Accountants (ICA) Ghana, Ghana Institute of Taxation and an Associate Member of Chartered Insurance Institute, UK. His career started with the Internal Audit Department of University of Ghana, Legon. In 1994 to 1998 he worked as a Senior Audit Officer with KPMG. He then joined SDC Group Company as Financial Controller from 1998 to March 2001. He joined Enterprise Life in 2001. He rose to the position of General Manager in charge of Finance in Enterprise Life. A position he held until he was appointed the Executive Director of Enterprise Trustees.
Yaw holds a BA degree in Economics with Sociology from the University of Ghana, Legon and is a member of the Association of Certified Chartered Accountants (ACCA). Yaw comes to this position with a wealth of experience in internal audit, control, compliance, investigation, project audits and systems review. FFor 5 years, Yaw worked with ECOBANK Ghana Limited as Senior Internal Auditor responsible for the yearly bank-wide risk assessment for the development of the audit budget. He was senior associate II in the audit department of KPMG where he supervised the execution of audit engagement.
Ms. Hilda Owusu is a manager and specialist in service delivery procedures and processes. Her administrative skills and competencies relate not only to back office operations but to frontline operations as well. She has demonstrated her knack for operations management during her six years at Enterprise Life, where in various capacities she contributed to the company's success in recent years. Hilda Owusu comes to Enterprise Trustees from Enterprise Life with valuable experience as the head of policy administration from April 2008, Claims Officer (January to August 2006) and Customer Relations Officer (January 2004 to December 2005). Prior to joining Enterprise Life, Hilda worked at the Institute of Local Government Studies from August 2002 to August 2003, as an administrative assistant. Hilda holds an MA in Development Studies from the Institute of Social Studies, The Hague, and a BA(hons) degree in Geography and Resource Development, from the University of Ghana.
Joseph until this engagement was the Branch Manager of the Airport Branch of Enterprise Insurance. Under his leadership this flagship Branch quickly rose to become one of the key revenue Units in the Company in less than two years of set-up. Before being engaged at Airport Branch, Joseph was in charge of the Tema Branch office which also under his leadership transformed to become a key revenue unit within a short period. He joined Enterprise Insurance in 1999 having graduated from the University of Ghana with a Bachelor of Arts Degree in Political Science and Sociology. He also holds a diploma in Insurance from the West Africa Insurance Institute (WAII) in Gambia, having passed with distinction. Recently, Joseph successfully completed a Senior Management Development program from the University of Stellenbosch in South Africa as part of a Sanlam training program for executive development. He has undergone various training in insurance in Nigeria, South Africa and Ghana.
To provide contributors with additional retirement to complement mandatory pension schemes.
Open to all employees of participating employers.
No restricitions on contribution percentages.
Stanbic Bank Ghana Limited.
Scheme Fund Managers:
Multiple Fund Managers approved by the NPRA
An asset based fee in line with NPRA provisions. Fees are negotiable based on fudn size.
Online access to statement
Retirement planning information advcice bureau
Provide yearly relevant demographic reports to help with human repsource planning
Prompt reponses to enquires from Dedicated Relationship officer
Opportunity to get discounts on corporate risk covers from Enterprise Life & Enterprise Insurance
Yearly audited statement
Annual Scheme report
The Chief Executive Officer of the National Pensions Regulatory Authority (NPRA), Sam Pee Yalley, speaking at the Citi Fm Roundtable se...
The Chief Executive Officer of the National Pensions Regulatory Authority (NPRA), Sam Pee Yalley, speaking at the Citi Fm Roundtable series on pensions on 24th May 2013 issued a stern warning to employers who have still not registered their employees on the new pension scheme. Mr. Yalley stated that "effective 1st July, 2013, the NPRA will prosecute any employer who has refused or failed to register on any scheme. They had better take this warning seriously because their workers will not have a benefit of the full reforms," he stated.
In our quest to offer excellent service to our clients and consolidate our position as the one-stop-shop for financial services, we hav...
In our quest to offer excellent service to our clients and consolidate our position as the one-stop-shop for financial services, we have reorganized and redefined our identity. Building on our success in the general and life insurance fields, we have branched out into Pensions Trustees and
Real Estate industries, and we are set to enter even more spheres of operation.With our roots entrenched in reliability and remarkable track record of excellent service delivery, we have a unique advantage in the services industry and it is this advantage we seek to share with all those who come into contact with us. Following the re-organization we shall no more be known as EIC, ELAC , EPL and ETL, we have become:
Enterprise Insurance (General Business Insurers)
Enterprise Life (Life Insurers)
Enterprise Trustees (Pensions Management)
Enterprise Properties (Real Estate Developers and Investments)
Enterprise Funeral Services [Funeral; burial and related services]
As a united force seeking to provide an advantage to your livelihoods, our Vision and Mission statements have evolved to reflect our time-honoured Values and will define us from today. Our new Vision, Mission and Values are thus:
Vision – "In all our markets, our pedigree will be recognized, our strength respected, our expertise valued and our solutions sought by ALL who desire an advantage in life". Mission - "We provide all who come into contact with us their desired advantage... because we are the best at what we do!" Values - Friendliness, Trust, Reliability, Excellence and Professionalism. Recently awarded Superbrand status, the personality of the Enterprise Group is the "Thoroughbred" The Thoroughbred is a breed of horse best known for its agility, speed and spirit. It is a horse of outstanding pedigree with an inherent disposition to be the best.
Akin to our Equus Caballus doppelganger, we are born of outstanding parentage, excellence is simply our nature. Our pedigree endows us with sheer power and muscle and it is that which drives us to deliver the quality service and solutions our stakeholders desire and have come to expect of Brand Enterprise.