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

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:

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 joined the firm in 2009.

+27 (0)21 464 4716
Wembley 3, 80 McKenzie St, Cape Town, 8001
Zikhona Ndlebe
Associate
Zikhona Ndlebe

Associate

LLB (UWC)
EMPLOYMENT AND PUBLIC LAW
Zikhona joined the firm in 2015 and was admitted as an attorney in 2017.

+27 (0)21 464 4788