DC Defaults – Designing Appropriate Defaults and Investment Strategies for Different Member Cohorts

Date:

17 October 2018 09:30 to 14:30

Venue:

Michaelangelo Hotel, 135 West St, Sandown, Sandton, 2146, South Africa

Chairperson:

Wanjiru Kirima, Independent Trustee & Chair of Investment Committee, Bonitas Medical Aid Fund

Details:

With new regulations coming into force in March 2019 requiring funds to establish a default investment portfolio appropriate for the different cohorts of members including actives, deferred members, preserved members and living annuitants, what should schemes do now to prepare? What options should be made available for the different members and can active member defaults, which schemes have in place, continue to be appropriate for other types of members?

Benelux Forum – Belgian Meetings.

Benelux Forum – Dutch Meetings.

International Seminar.

Irish Pension Fund Investment Forum.

Money Purchase Pensions Forum.

Nordic Forum.

Pensioen Bestuurstafel.

Pension Trustees Circle.

Private Markets Investors Forum.

Southern Africa Pension Fund Investment Forum.

Swiss International Forum.

UK Pension Fund Investment Forum.