2003 Downloads

2- 4 March 2003 – PLA ANNUAL CONFERENCE:


Title Presenter Formats
Exchange Control Changes by Ron Dicks  
Trustee Liability – When and How? by Samantha Davidson (Shepstone & Wylie) and Tashia Jithoo (Bowman Gilfillan)  
Introduction to the Mock Trial by Rosemary Hunter  
Contentious and current issues surrounding the surplus legislation by Advocate Andrew Breitenbach  
How to do an apportionment of surplus: practical steps and guidance by Janina Slawski  
Minimum benefits and the Regulations: a practical “what and how to” session by Costa Economou  
Discrimination and pension benefits: case law and how to keep yourself out of hot water by Heather Schooling  
The growing interface between labour law and pensions law, its hotting up by Graham Damant and Thandi Orlyen  
Taxation matters, including the payment of interest on benefits and practical issues raised in the National Budget regarding retirement funds by Ron Dicks and Rod Stevenson  
What has the Pension Funds Adjudicator said about death benefits and section 37C of the Pension Funds Act? by Naleen Jeram & Sue Myrdal  
The disclosure of information by retirement funds including the Promotion of Access to Information Act by Leanne van Wyk  
The relationship between a fund and its service providers: recent case law and what it means for the fund and requires of service providers by Adv. Mohammed Chohan  
Jurisdictional matters relating especially to the Pension Funds Adjudicator and the Financial Services Board – amongst other issues, what are their powers and duties? What can they be required to do and not to do? by Nicolette Howard  
The latest on Umbrella Funds as well as new and pending developments by Desireé Partridge  
Governance failures: real examples of how not to govern your fund and advice on how to do better (including an examination of relevant case law) by Jonathan Mort  
Multinational companies and flexible employee benefits by Ronald Dicks  
HIV/Aids: legal problems and practical solutions for managing the increasing cost of death and disability benefits (including the law relating to HIV testing) by Emile Stipp and Shantha Padayachee  
(1) An update on Regulation 28 and (2) What will retirement funds look like in the near future? by Jeremy Andrew  
18 June 2003 – QUARTERLY SEMINAR: CASE LAW AND SURPLUS SEMINAR


Title Presenter Formats
Ron Dicks’ GN 29 Notes by Ron Dicks  
Adams v AFROX Pension Fund by Patrick Bracher  
Pepkor Judgement by Thembi Ganya  
13 & 14 August 2003 – QUARTERLY SEMINAR: ADJUDICATOR UPDATE; DISCRIMINATION ; IPEBLA FEEDBACK & RECENT LABOUR CASES


Title Presenter Formats
Wallis Speech    
Pension Funds and Labour Relations Act – Recent Cases by Samantha Davidson