Do you have Pension Fund, Provident Fund or Retirement Annuity Fund related issues? We can assist.
We are a firm specialising in all matters relating to Pension Funds, Provident Funds and Retirement Annuity Funds.
Our clients range from members, dependants, beneficiaries to start-up and established retirement funds, pension funds, provident funds, retirement annuity funds, trustees, administrators, financial institutions and many more.
We provide the following services:
Referring complaints to the Pension Funds Adjudicator. Defending Pension Fund Adjudicator complaints. Lodging of appeals with the Financial Services Tribunal
Representation on boards of trustees as independent principal officers or trustees on a variety of funds
Advising on fund structures and the registration of new funds
Drafting of fund rules and amendments / Revision of fund rules
Matters concerning section 37C of the Pension Funds Act
Matters concerning section 37D of the Pension Funds Act
Fund governance
Trustee Training
General dispute resolution
Referring complaints to the Pension Funds Adjudicator / Defending Pension Fund Adjudicator complaints. Lodge appeals with the Financial Services Tribunal against determinations made by the Pension Funds Adjudicator.
The Pension Funds Adjudicator (PFA) was established with effect from 1 January 1998 to investigate complaints lodged in terms of the Pension Funds Act. Once a complaint has been referred to the PFA, all parties involved are provided with an opportunity to state their case in writing. The PFA will consider the evidence presented by all parties and will issue a determination. The determination is equivalent to a judgment issued by a court.
It is important that any Pension related dispute must first be referred, in writing, to the party against whom you are complaining. If no response is received within 30 days or if you are not satisfied with the outcome of the response, the matter may be referred to the PFA.
We advise and represent funds, trustees, members, dependants/beneficiaries or any interested party with the launching or opposition of Pension Fund Adjudicator complaints.
Parties that are aggrieved by decisions of the Pension Funds Adjudicator may now lodge appeals with the Financial Services Tribunal. Previously, parties had to appeal Pension Funds Adjudicator determinations to the High Court at great cost within 6 weeks of the determination.
We assist with the launching or opposition of appeals lodged with the Financial Services Tribunal.
We’re here to assist with any Pension Fund, Provident Fund or Retirement Annuity Fund queries.
Fill in the form below and we will get back to you ASAP!
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