This workshop is designed to assist South African retirement fund trustees in gaining a better understanding of the intricacies, challenges, and benefits of the Two-Pot Retirement Fund System.

This workshop gives retirement fund trustees and principal officers an overview of employee death benefits within the context of retirement funds. Topics include the objectives of death benefits in reference to the Pension Funds Act, trustees’ duties...

This workshop gives retirement fund trustees and principal officers an overview of employee death benefits within the context of retirement funds. Topics include the objectives of death benefits in reference....

This workshop gives retirement fund trustees and principal officers an overview of beneficiary funds, employee benefit trusts and the guardian’s fund. Topics include the regulation of beneficiary funds and employee benefit trusts, tax implications...

The purpose of this workshop is to provide trustees with a clear understanding of the practical implications of applying Section 37D of the Pension Funds Act, particularly in situations where trustees are...