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 required to exercise discretion. The session aims to equip trustees with the necessary knowledge to ensure compliant and ethical handling of retirement fund deductions, particularly in relation to housing loans, divorce settlements, maintenance payments, and damages payable to an employer due to misconduct of a member. Delegates will also work through case studies to improve decision-making and support good governance in line with their fiduciary responsibilities.

The ASISA Academy, in partnership with the ASISA Foundation, delivers this CPD points-bearing workshop online via MS Teams on a fully-funded basis to South African Trustees and Principal Officers. To non-trustees who wish to attend these workshops, a fee of R2,125 Excl. VAT will be charged.

To download our detailed Trustee Education brochure, click here.