2015 Downloads

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14 August 2015

Seminar

PRESENTERS TOPIC DOWNLOAD
Tashia Jithoo, Steven Powell;
Samantha Davidson, Jonathan Mort
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
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Article

Author TOPIC DOWNLOAD
Johnathan Mort
Fiduciary Duties in South African Multi Employer Pension Funds Download PDF

Monday, 2 March 2015

Day 1 – 20th Annual Pension Lawyers Association Conference

TIME SPEAKER/S TOPIC DOWNLOAD
08:45 – 09:45 Olano Makhubela
National Treasury
Retirement Reform Download PDF
09:45 – 10:35 Muvhango Lukaimane
(Pension Funds Adjudicator)
Update by the Pension Funds Adjudicator Download PDF
11:05 – 12:00 Professor Edward Webster
(Professor Emertius in the Society, Work and Development Institute (SWOP), at the University of the Witwatersrand, Johannesburg)
Pension Power Download PDF
12:00 – 13:00 PANEL DISCUSSION:
Wilma Mokupa (FSB)
Tashia Jithoo (Bowman Gilfillan)
David Wiel (ICTS)
Trustee Fit and Proper Requirements Download PDF
14:00 – 15:00 PANEL DISCUSSION:
Francisco Khoza (Bowman Gilfillan)
Lance Roderick (Norton Rose)
Practical approaches to fiduciary responsibilities in exercising oversight of investments by pension funds Download PDF
15:30 – 16:30 PANEL DISCUSSION:
Naleen Jeram (Momentum)
Zareena Camroodien (Soonder Inc)
Lavinia Khangala (Independent Trustee)
Death & Divorce – Unresolved and controversial issues Download PDF

Tuesday, 3 March 2014

Day 2 – 20th Annual Pension Lawyers Association Conference

TIME SPEAKER/S TOPIC DOWNLOAD
08:35 – 09:15 Rosemary Hunter
(Deputy Executive Officer: Retirement Funds and Friendly Societies, Financial Services Board)
Address by the Registrar of Pension Funds: Regulatory Download PDF
09:15 – 10:00 PANEL DISCUSSION
Jonathan Dixon (FSB)
Karin MacKenzie (Herold Gie Attorneys)
Gerhardt Meyer (Old Mutual)
Retail Distribution Review Download PDF
10:30 – 11:15 Adv Deanne Wood Case Law Update Download PDF
11:15 – 12:00 PANEL DISCUSSION
Samantha Davidson (Shepstone and Wylie)
Leanne van Wyk (Alexander Forbes)
Michael Prinsloo (Alexander Forbes)
Protection of Personal Information Act (POPI) Leanne van Wyk
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Samantha Davidson
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Samantha Davidson – Case Studies
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Michael Prinsloo
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12:00 – 13:00 Michele Ongley (10X Investments) Investor Behaviour Download PDF