The Monster Under the Bed Workshop

In 2009, Jack Welch of the “Jack Welch Management Institute” in Virginia, U.S.A said to his incoming MBA class “Change before you have to”. Such advice is applicable to us in the retirement fund space today. The “Monster Under the Bed” for Trustees, together with their advisors and other industry experts is that unless they set in place systems and practices to address issues before the weight of time and legal compulsion overwhelm us, the funds they operate, and their members will be placed at risk.

Join us as specialists look at some of the vital issues confronting us as we head into 2023.

DATE: Friday, 20 January 2023
TIME: 09h00 – 12h00
VENUE: Zoom Conference
REGISTRATION: To RSVP please click here

AGENDA

• 09h00 – 09h15 : Introduction - Vaidah Chipadza | Camargue

• 09h15 – 10h00 : NATURE OF UMBRELLA FUNDS: MEMBERSHIP & METHODOLOGY” - Andrew Davison | Head of Advice | Old Mutual

• 10h00 – 10h45 : “THE MONSTER UNDER THE BED - UNCLAIMED BENEFITS” - Rosemary Hunter | Partner | Fasken

• 10h45 – 11h00 - Comfort break

• 11h00 – 11h45 : “CONTRIBUTIONS: DETERMINATION of FORMAT of DOCUMENTS – S13A and RF NOTICE 14 of 2022” - Shameer Chothia | Senior Consultant | Momentum Corporate
  

• 11h45 – 12h00 : Closing - Greg Preston | FQ Financial Skills
  

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