If a divorce order claim in respect of pension interest does not strictly meet the requirements as set out in the Divorce Act, 1979 read together with the Pension Funds Act, 1956, it will not be enforceable against the fund in question.

This six-hour course will explain the requirements for a divorce order to be enforceable against a fund. The cases discussed will provide more insight into disputes arising in the context of unenforceable orders and other matters of importance.

When and where?

24 and 25 June 2024, 09:00 to 12:00 SAST

This course will be held remotely, most likely on Zoom - exact details will be sent to registered participants a few days before the course.

Course outline

In this course, we will cover:

  1. Legislative overview:
    1. Pension Funds Act, 1956
    2. Divorce Act, 1979
  2. What is pension interest?
  3. The requirements for a divorce order to be enforceable against a fund
  4. Problem areas:
    1. Orders making provision for interest or growth
    2. Marriage in community of property
    3. Preservation funds and pre-November 2008 divorce orders
    4. Deferred pensioners
    5. What if the member has already retired from the fund?
    6. The order is unenforceable – where to next?
  5. Non-member spouse – right to information from the fund
  6. Case law

Who will benefit from this course?

Attorneys, legal advisors, trustees, fund administrators, fund consultants

Presenter

Lize De La Harpe is an admitted attorney currently employed by Sanlam Corporate as a Senior Legal Advisor. She has 15 years financial services industry experience as well as extensive knowledge of pension fund law. She holds the following qualifications - a LLB from the University of Stellenbosch, a CFP from the University of the Free State and a Certificate in Compliance Management from UCT. She is a member of the Pension Lawyers Association, IRFA and Batseta. Her 15 years’ experience in the financial services industry includes that of senior legal adviser, acting as a principal officer, serving as a trustee on several retirement fund boards, engaging regularly with regulators, as well as having responsibility for the drafting of fund rules, various fund service level agreements and providing legal advice to funds and administrators on fund matters. Lize is extremely passionate about pension law and has written numerous articles on a board range of topics which are often featured in media publications such as the Pensions World magazine, FA News, Cover Magazine and the Insurance and Tax Law publication (Lexis Nexis). She has also been interviewed by Gugulethu Cele for the Personal Finance show (on CNBC), as well as Laura Du Preez for a feature piece published in Personal Finance.

How much?

R2,100 per person

Certificate

A certificate of attendance from UCT will be issued to those who attend the full course.

How to sign up

Complete and submit the registration form. You will then be given the payment information. Please note that your registration is not complete until payment has been made.

One or two days before the course, we will send you the Zoom link. You will need to register and use a password to access the course.

Registrations close three days before the course starts.

Download the brochure.

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