2013 Downloads

29 November 2013

Seminar

Presenter Title Download
Rosemary Hunter Working towards affordable, equitable and sustainable retirement funds Download PDF

August 2013

Breakfast Seminar

Presenter Title Download
Tashia Jithoo Financial Services Laws General Amendment Bill 2013 Download PDF
Vanessa Bell
Karin MacKenzie
Report back on the IPEBLA Conference Download PDF

Monday 4 March 2013

Day 1 – Pension Lawyers Association 18th Annual Conference

Plenary Sessions
David McCarthy Keynote Address: Retirement Reform in South Africa Download Presentation
Stephen Smith Plenary Address: Industry Perspective of Key Retirement Reform issues Download Presentation
Muvhango Lukhaimane Plenary Address: Significant PFA cases – my first year in office Download Presentation
Panelists:
Antoinette van den Boogaard
Gerry Anderson
Jonathan Dixon
Leanne van Wyk
Plenary Discussion: Meet the Regulators: a new approach to supervision following the 2008 global financial crisis Download Presentation
Breakaway Sessions
Beatrie Gouws
Jenny Gordon
Improving retirement savings through Tax Reforms Download Notes
Kobus Hanekom
Allan Greenblo
Annuitisation issues and compulsory preservation issues Download Presentation

Download Notes

Alec Freund SC
Karin MacKenzie
Case Law Update Download Notes

Tuesday 5 March 2013

Day 2 – Pension Lawyers Association 18th Annual Conference

Plenary Sessions
Panelists:
Samantha Burns
Leanne Jackson
Fiona Renton
Plenary Discussion: Treating Customers Fairly Initiative: where are we and what are the implications for the retirement fund industry? Download Outline
Panelists:
Gareth Weston
Simphiwe Mdluli
Anne Cabot-Alletzhauser
Plenary Discussion: Regulation of Retirement fund investment (Regulation 28) Download Outline
Breakaway Sessions
Samantha Davidson
Adv Lufuno Nevondwe
Graham Damant
Member rights vs. Trustee duties, where should the emphasis be? Download Notes
Verushka Reddy
Rob MacMahon
What measures are required to ensure data protection in compliance with the Protection of Personal Information Act? Download Outline

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Zareena Camroodien
Radesh Maharaj
Section 13A: Creative solutions to alleviating the difficulties suffered by employees when employers default on contributions. Download Outline

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