Pensions Law Attorneys to
Manage Your Legal Risk
In all aspects of the complex and rapidly evolving law relating to retirement funds, from litigation to problematic legal issues, we have the experience and expertise to guide and assist your retirement fund.
In all aspects of the complex and rapidly evolving law relating to retirement funds, from litigation to problematic legal issues, we have the experience and expertise to guide and assist your retirement fund.
Service Driven
We provide responsive, reliable, and specialist legal services, deeply informed by our team's experience within the retirement industry.
Client Focused
We prioritize clients’ interests in every engagement. Focused mainly on retirement funds, conflicts of interest rarely present any issues for us.
Industry Involvement
We actively build and maintain strong relationships with key stakeholders and regulatory bodies in the South African retirement fund space.
Jonathan Mort Inc. Pension Fund Attorneys supporting retirement funds with specialist legal expertise
At Jonathan Mort Inc., we provide specialist legal advice in South African pension fund law and retirement fund governance. Since 2009, we have advised retirement funds, trustees and employers with practical, solution-driven legal guidance tailored to the evolving retirement fund landscape.
With extensive industry experience and a deep understanding of pension fund regulation, we are committed to delivering clear, strategic, and commercially focused advice to clients across South Africa and the broader Southern African region.
Specialist Retirement & Pension Fund Legal Services
We provide expert legal and governance counsel to retirement funds and employers across Southern Africa. Our approach combines deep technical knowledge with a practical, trustee-informed perspective.
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Pensions Law
Expert advice on complex legal issues affecting retirement funds, drafting of complex rule amendments and review of contractual arrangements -
Trustee Services
Acting as an independent trustee, providing guidance on fiduciary and governance issues including board approvals, remuneration, breach of code of conduct, and drafting of governance documents -
Legal Disputes
Management of complaints by members, disputes with service providers and employers, and leading litigation and disputes before the Pension Funds Adjudicator, Financial Services Tribunal and the Courts. -
Regulatory Support and Project Support
Managing issues with the FSCA, advising on compliance and regulatory requirements and providing legal support for high legal risk projects such as surplus apportionment, change of benefit administrator, conversion from DB to DC, outsourcing of pensioner liability and pre liquidation transfer of member liabilities.
Recent Publications
Presenter: Jonathan Mort It is an honour and…
Dear Ms. Ramabulana RE: Withdrawal of Exemption: Applicability…