13 & 14 August 2003 – QUARTERLY SEMINAR: ADJUDICATOR UPDATE; DISCRIMINATION ; IPEBLA FEEDBACK & RECENT LABOUR CASES

TitlePresenterFormats
Wallis Speech N/APDF
Pension Funds and Labour Relations Act – Recent Cases by Samantha Davidson PDF

18 June 2003 – QUARTERLY SEMINAR: CASE LAW AND SURPLUS SEMINAR

TitlePresenterFormats
Ron Dicks’ GN 29 Notes by Ron Dicks PDF
Adams v AFROX Pension Fund by Patrick Bracher PDF
Pepkor Judgement by Thembi Ganya PDF

2- 4 March 2003 – PLA ANNUAL CONFERENCE:

TitlePresenterPDF
Exchange Control Changes by Ron Dicks PDF
Trustee Liability – When and How? by Samantha Davidson (Shepstone & Wylie) and Tashia Jithoo (Bowman Gilfillan) PDF
Introduction to the Mock Trial by Rosemary Hunter PDF
Contentious and current issues surrounding the surplus legislation by Advocate Andrew Breitenbach PDF
How to do an apportionment of surplus: practical steps and guidance by Janina Slawski PDF
Minimum benefits and the Regulations: a practical “what and how to” session by Costa Economou PDF
Discrimination and pension benefits: case law and how to keep yourself out of hot water by Heather Schooling PDF
The growing interface between labour law and pensions law, its hotting up by Graham Damant and Thandi Orlyen PDF
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 PDF
What has the Pension Funds Adjudicator said about death benefits and section 37C of the Pension Funds Act? by Naleen Jeram & Sue Myrdal PDF
The disclosure of information by retirement funds including the Promotion of Access to Information Act by Leanne van Wyk PDF
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 PDF
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 PDF
The latest on Umbrella Funds as well as new and pending developments by Desireé Partridge PDF
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 PDF
Multinational companies and flexible employee benefits by Ronald Dicks PDF
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 N/A
(1) An update on Regulation 28 and (2) What will retirement funds look like in the near future? by Jeremy Andrew PDF