2014 Downloads

31 October 2014

Seminar

PRESENTERS TOPIC DOWNLOAD
Pamela Stein
Annemi Slabbert
POPI Act 2013 and its impact on pension funds and their administrators Download PDF

20 October 2014

Seminar

PRESENTER TOPIC DOWNLOAD
Rosemary Hunter
Deputy Registrar, Pension Funds
Regulatory Update Download PDF

02 October 2014

Seminar

PRESENTERS TOPIC DOWNLOAD
Jonathan Mort
Naleen Jeram
Karin MacKenzie
Problem areas in death benefit allocations under section 37C Download PDF

Monday, 3 March 2014

Day 1 – 19th Annual Pension Lawyers Association Conference

TIME SPEAKER/S TOPIC DOWNLOAD
08:45 – 09:45 Joanne Segars Challenges of Drawdown – a perspective from the UK Download PDF 1 Download PDF 2
09:45 – 10:35 Rosemary Hunter Address by the Registrar of Pension Funds Download PDF
11:05 – 12:00 Jonathan Mort
Radesh Maharaj
Implications for retirement funds of the Financial Services Laws General Amendment Act 45 of 2013 Download PDF
TIME SPEAKER/S BREAKAWAY SESSION 1 DOWNLOAD
12:00 – 13:00 Ant Lester
Roger Rudolph
(a) Outsourcing pensioners – can the risk be managed? Download PDF 1Download PDF 2
12:00 – 13:00 Naleen Jeram
Mickey Lowther
(b) Topical issues in relation to death benefits Download PDF 1Download PDF 2
12:00 – 13:00 Simphiwe Mdluli (c) The nature of the duty which service providers owe to funds and their members Download PDF
TIME SPEAKER/S BREAKAWAY SESSION 2 DOWNLOAD
14:00 – 15:00 Jeremy Andrew (a) “Cross-examination” on pension increase policy, pensioner expectations, and employer duty Download PDF
14:00 – 15:00 Tashia Jithoo (b) Fit and proper requirements for trustees: Where and how should we be setting the bar? Download PDF
14:00 – 15:00 Zareena Camroodien
Lufuno Nevondwe
(c) Divorce orders: issues for pension funds Download PDF 1Download PDF 2
TIME SPEAKER/S BREAKAWAY SESSION 3 DOWNLOAD
15:30 – 16:30 Tracey Jensen
Richard Carter
Rosemary Lightbody
(a) Living Annuities – How will they Benefit the Living? Download PDF 1Download PDF 2
15:30 – 16:30 Hunter Thyne (b) “To Be or Not To Be” a Trustee Download PDF
15:30 – 16:30 Paul Pretorius (c) Labour law issues for pension lawyers Download PDF

Tuesday, 4 March 2014

Day 2 – 19th Annual Pension Lawyers Association Conference

TIME SPEAKER/S TOPIC DOWNLOAD
08:40 – 09:15 Muvhango Lukhaimane Update by the Pension Funds Adjudicator Download PDF
09:15 – 10:00 Alec Freund
Karin MacKenzie
Case law update Download PDF
10:00 – 10:50 Pamela Stein The implications of the Protection of Personal Information Act, 2013 on the fulfillment of trustees’ duties Download PDF
12:00 – 12:35 Rob Rusconi SAM, TCF and the reform: take care what you wish for Download PDF
12:35 – 13:30 Olano Makhubela Future Imperfect – a panel discussion on the future direction of the pension fund industry Download PDF