9 September 2008 – PLA Breakfast Seminar

Title Formats
Disability by Naleen Jeram
Interpretation and application of disability definitions in fund rules by Sue Myrdal
Living Benefits and Claims by Dr Peter Bond



Title Formats
What is the status in law of determinations of the Pension Funds Adjudicator?
The Consumer Protection Bill and Retirement Funds



Title Presenter Formats
Keynote Address – Constitutional Issues Impacting on Pensions Law by Advocate John Myburgh, SC
FSB Regulatory Update by Marius Du Toit – Chief Actuary, Financial Services Board

Pension law developments in Africa

by Jonathan Mort – Director, Edward Nathan Sonnenbergs

The jurisdictional difficulties around subjecting Bargaining Council Funds to the Pension Funds Act

by Sandile Khumalo – Director, Hunter Employee Benefits Law

The jurisdictional difficulties around subjecting Bargaining Council Funds to the Pension Funds Act

by Samantha Davidson – Partner, Shepstone & Wylie
Market conduct issues in institutional investments: whose money is it anyway? by Rob Rusconi- Independent Policy Researcher and Consultant
Legal implications of Principles and Practices of Financial Management for Pension Funds by Michael Janish
Legal Status of Directives issued by the Registrar by Advocate Faizel Ismail
Legal Status of Directives issued by the Registrar 2 by Advocate Faizel Ismail
Implications of Data Protection legislation for retirement funds by David Geral – Director, Bowman Gilfillan
Tax Update by Jenny Gordon, Senior Legal Adviser, Old Mutual
Update from National Treasury on Retirement Reform by Andrew Donaldson – National Treasury
Trustee Duties in relation to Member Choice Investments by Advocate André Oosthuizen, SC
What standard will courts use to measure the conduct of professional independent trustees and other trustees? by Kobus Hanekom – Head, General Consulting, Simeka Consultants and Actuaries
To what extent can fund rules be amended retrospectively to reduce benefits that have already accrued or that have not accrued? A consideration of Nortje v Joint Municipal Pension Fund and other relevant case law by Fiona Renton – Head, Legal Services Dept, Alexander Forbes
Is the test for ‘dependency’ in s37C claims based on ‘indigency’? A consideration of Thene v Bidcorp Group Provident Fund and others and other case law by Leanne van Wyk – Head of Technical Legal Services Department, Alexander Forbes

Legal Issues arising from Investments – Benefits Law

by Rosemary Hunter – Director, Hunter Employee
Legal Nature of a Pension Fund by Graham Damant – Director, Bowman Gilfillan
An update from the Office of the Pension Funds Adjudicator by Mamodupi Mohlala, The Pension Funds Adjudicator