Section 37C – death benefits 2025
Section 37C of the Pension Funds Act, 1956 imposes various duties on the Board of Trustees insofar as the distribution of death benefits is concerned - without providing any guidelines as to how it is to be achieved. Failure by the Board to properly investigate the matter renders its decision reviewable and will amount to maladministration.
This six-hour course will explain the process to be followed in terms of section 37C. The cases discussed will provide guidance to trustees.
When and where?
We are happy to present this course twice in 2024:
- 29 and 30 July 2024, 09:00 to 12:00 SAST
- 2 and 3 December 2024, 09:00 to 12:00 SAST
We are pleased to present this course twice in 2025:
- 22 to 23 April 2025, 09:00 to 12:00 SAST
- 22 to 23 July 2025, 09:00 to 12:00 SAST
This course will be held remotely, most likely on Zoom.
Who will benefit from this course?
Principal officers, trustees, legal advisors, 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.
How much?
2024 course fee: R2,100 per person
2025 course fee: R2, 970 per person
Certificate
A digital certificate from UCT will be issued to those who attend the full course.
SIGN UP HERE: Section 37C – death benefits | UCT Law at Work
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