ANNUITISATION AND RETIREMENT AGE IN A CHANGING WORLD OF WORK. NOT ONLY LONGEVITY AND DEMOGRAPHICS AT WORK…

  • 11 Sep 2014
  • 10:00 AM - 11:30 AM
  • Teleconference

Registration


If you need further information please call the IPEBLA office at +1-416-693-7775 or toll free at +1-866-444-3387 (US/Canada only) or email: ipebla@managingmatters.com
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IPEBLA WEBINAR

ANNUITISATION AND RETIREMENT AGE IN A CHANGING WORLD OF WORK. NOT ONLY LONGEVITY AND DEMOGRAPHICS AT WORK…

Date Time              Country   
Thursday, September 11th, 2014 10 a.m USA/Canada: Eastern Daylight Savings Time
  3 p.m UK
  4 p.m Central European Time/South Africa 
* A replay will be available on the IPEBLA website after the webinar
The IPEBLA Teleconference Committee has assembled an expert panel of speakers who will address the topic. This webinar will be conducted in English.

Speakers:
Judith Donnelly, Clyde & Co LLP, UK
Lut Sommerijns, Loyens & Loeff, Belgium
Dan Brandenburg, Saul Ewing LLP, USA

Moderator:
Kobus Hanekom, Simeka Consultants and Actuaries, South Africa

Topics to be covered:

Annuitisation and retirement age in a changing world of work. Not only longevity and demographics at work…

Increases in state pension ages
  • What is the impact of the increase in the state pension age on work place pension plans?
  • How do work place pension plans, their sponsors, pension funds and insurance companies deal with it?
Compulsory annuitisation v lump sum pension payments
  • What drives the shift away from compulsory annuitisation?
  • What are the likely implications and the experience in other jurisdictions?
Draw down and annuitisation strategies: the duties of plan sponsors/plan trustees
  • Do plan sponsors/plan trustees have a positive duty to assist plan members to obtain the best annuity/draw-down for their accumulated DC savings in their retirement account or to provide adequate information/education to plan members on alternatives?
  • Do plan sponsors/plan trustees have a positive duty to negotiate and implement a default annuitisation strategy for its members?
Phased retirement
  • The normal retirement age of many corporate employers is relatively young (60 to 63) in some jurisdictions (with no or low state pensions). After retirement many embark on a second career. What they need is to be allowed to remain invested in the tax favoured system so they can retire more comfortably later - at the end of a second or third career.
  • To what extent do the various jurisdictions accommodate such a phased retirement?
Length of Webinar:
The panel discussion will run for approximately 70 minutes, followed by a 20-minute question and answer session. This presentation will be added to the IPEBLA website, and can be viewed with a password. The replay will include the presentation and questions and answers but will not include an opportunity to ask questions.

Webinar Format:
Participants will dial in to hear the audio portion of the presentation, and log into a program on their computer where they can watch the presentation slides live on their screen. Those who have signed up for the webinar will receive an electronic confirmation with dial-in instructions, log-in instructions, and any other materials the speakers prepare for the call.

For those joining the live discussion, you will have the opportunity to ask questions of the speakers. For those joining the replay, you will hear the replay and the question and answer session.

To register for this webinar, click here, or complete the manual registration form here




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