14 AUGUST 2015
Seminar
| Title | Presenters | Formats |
|---|---|---|
| Fraud In Pension Funds – Trustees’ Duties And How To Discharge Them; Death Benefit Allocation Under Section 37C – An Examination Of The Unresolved / Controversial Issues Facing Funds | Tashia Jithoo, Steven Powell; Samantha Davidson, Jonathan Mort |
Article
| Article | Topic | Formats |
|---|---|---|
| Fiduciary Duties in South African Multi Employer Pension Funds | Johnathan Mort |
MONDAY, 2 MARCH 2015
Day 1 – 20th Annual Pension Lawyers Association Conference
| Title | Presenters | Formats |
|---|---|---|
| Retirement Reform | Olano Makhubela National Treasury | |
| Update by the Pension Funds Adjudicator | Muvhango Lukaimane (Pension Funds Adjudicator) | |
| Pension Power | Professor Edward Webster (Professor Emertius in the Society, Work and Development Institute (SWOP), at the University of the Witwatersrand, Johannesburg) | |
| Trustee Fit and Proper Requirements | PANEL DISCUSSION: Wilma Mokupa (FSB) Tashia Jithoo (Bowman Gilfillan) David Wiel (ICTS) | |
| Practical approaches to fiduciary responsibilities in exercising oversight of investments by pension funds | PANEL DISCUSSION: Francisco Khoza (Bowman Gilfillan) Lance Roderick (Norton Rose) | |
| Death & Divorce – Unresolved and controversial issues | PANEL DISCUSSION: Naleen Jeram (Momentum) Zareena Camroodien (Soonder Inc) Lavinia Khangala (Independent Trustee) |
TUESDAY, 3 MARCH 2014
Day 2 – 20th Annual Pension Lawyers Association Conference
| Title | Presenters | Formats |
|---|---|---|
| Address by the Registrar of Pension Funds: Regulatory | Rosemary Hunter (Deputy Executive Officer: Retirement Funds and Friendly Societies, Financial Services Board) | |
| Retail Distribution Review | PANEL DISCUSSION Jonathan Dixon (FSB) Karin MacKenzie (Herold Gie Attorneys) Gerhardt Meyer (Old Mutual) | |
| Case Law Update | Adv Deanne Wood | |
| Protection of Personal Information Act (POPI) | PANEL DISCUSSION Samantha Davidson (Shepstone and Wylie) Leanne van Wyk (Alexander Forbes) Michael Prinsloo (Alexander Forbes) | Leanne van Wyk PDF Samantha Davidson PDF Samantha Davidson PDF Michael Prinsloo PDF |
| Investor Behaviour | Michele Ongley (10X Investments) |