PENSION AND FINANCIAL SERVICES

Herold Gie’s Pension Law department is highly regarded, offering comprehensive legal advice with regard to any pension related matter, and in particular the following:

• Pension-, Provident-, Retirement annuity -, Umbrella- or Preservation funds
• Defined benefit and defined contribution funds
• Corporate governance
• Independent trusteeships
• Pension interest claims on divorce
• Death benefit distributions and disability claims
• Drafting and advising on rule amendments
• Drafting and advising on service level agreements
• Advice on conversions, restructurings and section 14 transfers
• Compliance and related aspects
• Litigating before the Pension Funds Adjudicator
• New surplus distributions
• Banking and Finance
• Commercial Finance
• Consumer Credit
• Securitisation
• Finance Structure

The principles pertaining to each type of fund, and the benefits payable, are complex areas of understanding. Herold Gie offers a range of services that include advice for purposes of planning, decision-making or troubleshooting in a variety of instances.

Who to speak to:

Henry Stubbings
Director
Henry Stubbings

Director

BA LLB (UCT)
COMMERCIAL AND INSOLVENCY
Henry was admitted as an attorney and conveyancer in 1983 and joined the firm in the same year.

+27 (0)21 464 4715
Wembley 3, 80 McKenzie St, Cape Town, 8001
Karin MacKenzie
Director
Karin MacKenzie

Director

B Mus; M Mus (UCT) B Proc; LLB (Unisa), LLM (UCT)
PENSION AND PUBLIC LAW
Karin was admitted as an attorney in 1995 and as an advocate in 1998 and joined the firm on 1 March 2009.

+27 (0)21 464 4716
Wembley 3, 80 McKenzie St, Cape Town, 8001
Simoné Wolfaardt
Senior Associate
Simoné Wolfaardt

Senior Associate

BA LLB (US)
CORPORATE AND COMMERCIAL
Simoné was admitted as an attorney in 2013 and joined the firm in 2011.

+27 (0)21 464 4789
Wembley 3, 80 McKenzie St, Cape Town, 8001
Joseph Shaw
Associate
Joseph Shaw

Associate

LLB (UCT)
INSOLVENCY AND BUSINESS RESCUE
Joseph joined the firm in 2016 and was admitted as an attorney in 2018.

+27 (0)21 464 4753
Wembley 3, 80 McKenzie St, Cape Town, 8001