Enforcing maintenance orders against pensions and annuities 2025

The business of providing pensions is a highly regulated industry, where retirement funds operate under strict statutory limitations. The enforcement of maintenance orders is therefore subject to the limitations as prescribed in the applicable sections of not only the Pension Funds Act, 1956 but also the Maintenance Act, 1998.

When and where?

We are pleased to present this course twice in 2025:

• 11 March 2025, 09:00 to 13:00 SAST
• 6 June 2025, 09:00 to 13:00 SAST

This course will be held remotely, most likely on Zoom.

Course outline

In this course, we will cover:

1. Legislative overview:
   1. Pension Funds Act, 1956
   2. Maintenance Act, 1998
2. Enforcing maintenance orders against retirement funds
3. What if the member has already retired from the fund?
4. Enforcing maintenance orders against annuities
5. Can you claim for future maintenance?
6. Maintenance upon divorce – what happens when your ex-spouse dies?
7. Case law

Who will benefit from this course?

Attorneys, 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?

2025 course fee: R1 980 per person

Certificate

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

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