Pensions
Areas of expertise
We can assist you with:
- Pension fund governance (including investment matters)
- Mergers and acquisitions
- Interpretation and advice on statutes, regulations, PF Circulars, SARS Practice Notes, Directives and Notices
- Regulation 28 advice
- Prosecution and defence of complaints brought before the Pension Funds Adjudicator, the FAIS Ombudsman and the Long Term Insurance Ombudsman
- Communications with and representations to the Financial Services Board
- Advice on tax and communications with the South African Revenue Service
- General advice to trustees, employers and pension fund administrators, insurers and investment managers
- High Court litigation and applications
- Ad hoc tribunals
- Internal dispute resolution proceedings and alternative dispute processes
- Appeals arising from Pension Funds Adjudicator determinations
- Drafting of and amendments to rules of all types of pension funds
- Advice on business restructuring and business transfers
- Formation and registration of funds
- Training to trustees, administrators or any other persons interested in the pensions industry
- Drafting policy documents, codes of conduct, service level agreements, investment management agreements
- Advice on the determination of death benefits
- Winding up and liquidation of pension funds
- Assisting and advising on financial products tailored specifically for pension funds
- Advising on “benefit funds” and the winding up thereof
- Assistance to pension funds where administrators have been liquidated or placed into curatorship.
