Pensions and Employee Benefits Services
Our Pensions and Employee Benefits team is known for its ability to propose commercial solutions to difficult problems that meet the requirements of all stakeholders without recourse to costly and time-consuming litigation.
Our team of lawyers represent clients from a wide range of industry sectors, multinational corporations in all sectors of the economy, financial institutions and national regulatory authorities. Our Pensions and Employee Benefits specialists work as an integrated team with skilled practitioners from our Finance and Banking, Corporate and Commercial, Employment and Dispute Resolution practices to provide a complete service to our clients.
Our services include:
- Advising on fund structures.
- Drafting and advising on fund rules.
- Regulatory advice on the Financial Services Board and South African Revenue Service.
- Due diligence.
- Trustee training.
- Product development/ innovation.
- Pension fund adjudicator complaints.
- Income tax.
- Assisting with claim assessments.
- Assisting with implementation of advising on the Financial Advisory and Intermediary Services Act.
- Disability pensions and claims.
- Drafting policy documents.
- Assessment of group life disability claims.
- Assisting in continuity of insurance cover when s197 transfers take place.
- Advising on operational system risks.
Forensic and fraud investigations.
- International pension solutions.
- Assist clients to identify potential non-compliance and to restructure employment benefits (including share incentive schemes) to improve tax efficiency; and
- Assist clients with pension and provident funds and retirement benefits.