02 · Focused check

Contribution calculation check

A focused recalculation when the quoted premium, payroll deduction or employer subsidy does not match the expected amount.

Request this audit
Financial schedules and a calculator on a desk
Typical timing2–3 business days
DeliveryRemote document review
Fee basisFrom R1,950

Follow the amount back to its source

We identify the plan rate and membership category used, check the effective date, recalculate adult and child dependant charges, and trace employer and employee shares where payroll is involved. The result is a short reconciliation showing the expected amount beside the amount quoted or deducted.

This check is suitable for one defined contribution period. It excludes eligibility assessment, underwriting decisions, tax advice and recovery of money. If the discrepancy spans several months or membership changes, we first quote for the additional reconciliation.

What to provide

We usually need the plan and option, membership composition, relevant contribution table, commencement date and the payroll or scheme figure being questioned. A payslip may be needed where an employer subsidy is part of the calculation.

The standard fee starts at R1,950 including VAT. We return the reconciliation within two to three business days after receiving complete records.

Next step

Start with a confidential scope conversation.

Describe the application