Our Home Ground
An area of law focused on the establishment, registration, regulation, governance and dissolution of pension and retirement funds in South Africa. We provide trustees with practical, accessible and specialised advice to help them navigate their increasingly complex responsibilities. We also support employers, pension fund organisations and service providers in managing the legal and regulatory challenges of the employee-benefits and retirement-fund landscape.
What services / advice do we provide
- Regulatory compliance
- Formulation of fund policy documents, mandates and statements
- The legal duties of a board
- Fund members and member communication
- Distribution of benefits payable on the death of members
- Total or partial liquidation of funds
- Drafting and reviewing service level agreements, rules, policies and governance documents
- Legal opinions
- Liaising with the Office of the Pension Funds Adjudicator, Financial Services Tribunal and the Financial Sector Conduct Authority
- Litigation
Our team is suitably qualified to serve as Independent Trustees or Principal Officers of Trustee Boards.