By bringing together pension fund representatives, both trustees and principal officers, with service providers, robust and objective discussions have become the norm. A key requirement for all non-pension fund members and speakers is that product or services selling is not permitted.
There are usually 3 meetings a year mainly in Sandton, South Africa with occasional meetings in Cape Town, South Africa. Meetings have also been held in Windhoek, Namibia.
There are three categories of membership. One is made up of representatives of Southern African Pension Funds and Provident Funds (mainly South Africa, Botswana, Namibia, Swaziland and Zimbabwe) as well as multinational companies, and another comprising charities, foundations or other non-commercial organisations whose investment objectives are similar to those of pension funds as well as regulatory or supervisory bodies. The third category is open to service and product providers to the investment and pensions industry.
The Forum is advised by an Advisory Committee, comprising only pension fund representatives, who ensure that the topics being discussed are relevant and helpful.