Date(s) - 04/10/2021
10:00 am - 12:00 pm
The Occupational Pension Benefits Act provides for the establishment, management and registration of Occupational Pension Plans.
Pension planning is a two-tiered process; there is personal planning and financial planning. Personal planning is important because it determines your preferred retirement lifestyle while financial planning helps to strategize your income and expenses which creates a retirement budget based on your personal plan.
During this workshop, specific emphasis will be placed on the minimum standards legislation, main functions of the Occupational Pension Benefits Act and regulations, the role of the administrator, disclosure requirements and investment policies and goals.