Your Stepping Stones

Transcription

1 Your Stepping Stones to a Well-deserved Retirement UCTRF Planning for Retirement Seminar 5 July 2018

2 About the Presenters William Nkutha Deputy Principal Officer, UCTRF William Nkutha is the University of Cape Town Retirement Fund s Deputy Principal Officer. William has approximately 10 years experience in Employee Benefits. He started as a fund administrator and later became a fund consultant for one of the leading employee benefits companies in South Africa. He holds a Postgraduate Diploma in Management (Retirement Funds) and is currently studying towards a Postgraduate Diploma in Financial Planning. Phone: william.nkutha@uct.ac.za Phillip de Jager Chair of the UCTRF Board of Trustees Phillip de Jager has been the Chairperson of the Board of the University of Cape Town Retirement Fund since Phillip is an Associate Professor in the academic Department of Finance and Tax at the University of Cape Town. He has a PhD in Finance and is a CA (SA). Phone: Phillip.dejager@uct.ac.za Page 2 UCTRF Retirement Seminars 2018

3 Joanna Legutko Trustee, UCTRF Joanna is a qualified actuary with 15 years of experience in the pension field. She has worked as a valuator and actuary with Jacques Malan Consultants and Actuaries as well as at Jardine Lloyd Thompson in London before she joined the UCT Actuarial Science section as a lecturer in Joanna heads up the Actuarial Science section and teaches Actuarial Risk Management and Pensions subjects. Her research interests include happiness and how it is possible to achieve a happy retirement. Priscilla Bateman-Mangale Clinical Social Worker Priscilla Bateman-Mangale is a registered clinical social worker and has extensive experience in medical social work, with a special focus on death & dying, adult life trauma, and medico-legal assessments. She is affiliated with various employment health and wellness programmes, including ICAS, a leading provider of employee wellness programmes. Priscilla provides various corporate training sessions for employees with regard to topics related to the retirement phase and also provides personal counselling to individuals. Page 3 UCTRF Retirement Seminars 2018

4 Sylvester Appasamy Principal Executive: Healthcare, PSG Wealth Sylvester is the Principal Executive: Healthcare at PSG, and has 17 years experience in various industries, including Healthcare, Finance and Insurance both nationally and internationally. Sylvester s role in the health care industry has been focused on medical scheme administration in various positions and large corporate organisations in South Africa. He is primarily focused on scheme rules and policy, competitor activities, budgets, recruitment of members and risk profile thereof, and advising of corporate organisations. Sylvester s vast experience with broker management, corporate organisations, and the administration of Medical Schemes is an integral part of their health care practice within PSG, which prides itself on personal attention to each and every one of its principal members. Sylvester is also a director of PSG Employee Benefits Ltd and a member of various PSG committees. Yvette Harris Principal Consultant, Simeka Consultants & Actuaries Yvette Harris is currently a Principal Consultant at Simeka Consultants & Actuaries. She holds a National Diploma in Advanced Accounting and is a Certified Financial Planner. Yvette has 30 years experience in the financial services industry and has been a consultant for various large union-based retirement funds. She also consults to boards of trustees of retirement funds and will be providing her expertise to the board of the UCT Retirement Fund with effect from 1 July Page 4 UCTRF Retirement Seminars 2018

5 Melanie Louw Senior Manager of Legal Services, Sanlam Melanie Louw is currently a Senior Manager of Legal Services at Sanlam. She graduated with a Bachelor s degree in law and furthered her knowledge in Property, Tax and Commercial Law throughout the years. She has since also acquired Advanced Diplomas in Financial Planning, specialising in subjects such as Personal Risk Management, Fund Governance and Maintenance, and Fund Design and Finance. Melanie has had extensive experience as a Legal Advisor in various companies. Page 5 UCTRF Retirement Seminars 2018

6 UCTRF Retirement Seminar Thursday 5 July 2018 Programme 8.00 Registration 8.40 Introduction of Speakers 8.50 Welcome UCT Provisions for Retirement UCTRF Tax Planning UCTRF Tea How your Will, Interstate Succession, and Nomination of Beneficiary Form intersect Wills & Estate Planning Lunch ICAS Psychosocial Talk UCT Provisions for Retirement Discovery Health William Nkutha Deputy Principal Officer Phillip De Jager Chair of the UCTRF Board of Trustees Joanna Legutko UCTRF Trustee Phillip De Jager Chair of the UCTRF Board of Trustees Yvette Harris Principal Consultant: Simeka Melanie Louw Senior Manager: Legal Services Sanlam Priscilla Bateman-Mangale Clinical Social Worker Sylvester Appasamy Principle Executive: Healthcare PSG Konsult Evaluation Forms Lucky Draw and Closure at Fund Contact Details UCTRF Offices Tel: Please send all comments or questions to uctrf-enquiries@uct.ac.za Fund website: Page 6 UCTRF Retirement Seminars 2018