Retirement Seminars Archive
The following key topics will be covered:
- UCT Provisions for Retirement
- Financial Wellness
- Psychosocial Aspects
- Tax Planning
- Options for Health Care in Retirement
- Wills and Estate Planning
Whether you need guidance with taxation, estate planning and your will and Beneficiaries, or general retirement provision, goal setting and implementation, there is a video available for you to watch in the comfort of your home, at whatever time is most convenient to you.
2023 Retirement Seminars
Please click here for the retirement seminar programme for 11 July, aimed at members over the age of 55.
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Please click here for the retirement seminar programme for 18 July, aimed at members under the age of 55.
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2022 Retirement Seminars
Under 55:
Click here to watch the UCTRF Benefits and Structure presentation
Click here to watch the Tax Planning presentation
Click here to watch the presentation on Wills, Intestate Succession, and Nomination of Beneficiaries
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Click here for the Provisions for Retirement slides Click here for the Group Funeral Scheme slides Click here for the Group Funeral Administrator slides Click here for the Tax Planning slides Click here for the Financial Awareness slides Click here for Wills, Estate Planning and Liquidity slides Click here for the Wills, Intestate Succession and Beneficiaries slides |
Over 55:
Click here to watch the UCTRF Benefits and Structure presentation
Click here to watch the Tax Planning presentation
Click here to watch the presentation on Wills, Intestate Succession, and Nomination of Beneficiaries
Please note that, due to load shedding, the presentations from 08:40 to 10:00 could not be recorded.
However, all the slide decks have been published below for your reference.
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Click here for the Provisions for Retirement slides Click here for the Group Funeral Scheme slides Click here for the Group Funeral Administrator slides Click here for the Tax Planning slides Click here for the Preparing for Retirement slides Click here for Wills, Estate Planning and Liquidity slides Click here for the Wills, Intestate Succession and Beneficiaries slides |
2021 Retirement Seminars
In 2021 we did not hold the usual Retirement Planning Seminars. Instead we held webinars on 14 July and 15 September 2021 to explain the UCTRF contribution and Risk Cover restructure.
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Please click here to download the slide presentation from 15 September. Please click here to view the webinar recording from 15 September. Please jump forward to 04:35, where the presentation begins. |
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Please click here to download the slide presentation from 14 July. Please click here to view the webinar recording, part one. Please click here to view the webinar recording, part two. Please click here to view the webinar recording, part three. Please click here to view the webinar recording, part four. |
2020 Retirement Seminars
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Provision for Retirement: This presentation, by Yvette Harris from Simeka (the UCTRF Benefit Consultants), is aimed at helping members to better understand the UCTRF. She also explains the Projection Statements which are sent out to members in January each year. |
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Tax Planning Info Session: In this presentation Ropfiwa Sithubi, a UCTRF Trustee, explains the tax concessions on your contributions to the UCTRF and how your benefit will be taxed if you withdraw from the UCTRF or retire. |
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Your Will, Beneficiary Form and Intestate Succession: In this presentation Somila Putuma from Simeka (the UCTRF Benefit Consultants), explains how the death benefit paid from the UCTRF is allocated by the UCTRF Board, the importance of making a will and what happens if you die without a valid will in place. |
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Grandidge Mahura Investments: Gradidge Mahura Investments (GMI) are the appointed advisors to the UCTRF. GMI has been appointed to assist members approaching retirement with retirement planning. Members who over 50 are eligible to receive 3 consultations with GMI (paid for by the UCTRF) prior to their retirement. In addition, the UCTRF has negotiated preferential rates with GMI for all members should you require financial advice. In this presentation Kagisho Mahura provides more information about GMI. |
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Retirement Objectives, Income and Implementation: In this presentation Wynand Gouws from GMI explains your options at retirement and the process that is followed. You should watch this if you are considering retirement in the next 5 years. |
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Wills, Estate Planning and Liquidity: In this presentation Melanie Louw from Sanlam explains what you should consider when drawing up a will. |
10 July 2019 Retirement Seminar
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Trustee Elections (10 July) |
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Member Seminar 2019 (10 July) |
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Provisions for Retirement (10 July) |
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Tax Planning (10 July) |
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Provisions for Retirement - Discovery Health (10 July) |
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Wills, Succession and Beneficiaries (10 July) |
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Wills and Estate Planning (10 July) |
4 July 2019 Retirement Seminar
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Member Online Experience (4 July) |
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Trustee Elections (4 July) |
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Provisions for Retirement (4 July) |
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Tax Planning (4 July) |
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Wills, Succession and Beneficiaries (4 July) |
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Wills and Estate Planning (4 July) |
| Retirement Planning Presentations | |
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Tax Planning (19 July) |
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Financial Wellness (19 July) |
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Provisions for Retirement (5 July) |
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Tax planning (5 July) |
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Simeka Presentation (5 July) |
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Wills and Estates (5 July) |
| Retirement Planning Presentations | |
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Prof. Phillip de Jager - Planning for Retirement Workshop |
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Viresh Maharaj - Financial Wellness |
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Joanna Combrink - Under 55 UCT Provisions for Retirement |
| Retirement Planning Presentations | |
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Prof. Phillip de Jager - Planning for Retirement Workshop |
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UBS Retirement Campaign |
Allan Gray Award-winning Advertisment |
| Allan Gray Award-winning Advertisment |
July 2015
Did you attend the 2014 Retirement Seminar?
If you would like a recap of the 2014 Retirement Seminars please click on the dropdown below!
You can now watch the presentations at the click of a button OR if you prefer, the presentations are still available for reading as well!
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Click here to watch the introduction video to UCTRF's Retirement Planning seminar |
July 2014
For previous Retirement Seminars, click below to view the archived retirement seminar page.
Archived Retirement Seminars
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