Retirement & Pension Fund Law Specialists in South Africa
Jonathan Mort Inc. is a specialist law firm with a leading practice in South African pension fund law and related governance matters. The firm was established in March 2009 by Jonathan Mort, formerly a director at Edward Nathan Sonnebergs (ENS). Vanessa Bell, who previously worked with Jonathan at ENS, joined the firm at its inception.
We provide experienced, high-quality legal advice primarily to all types of retirement funds (occupational stand alone and umbrella funds, preservation funds, retirement annuity funds and beneficiary funds), and also to trustees of pension and provident funds, participating employers, fund members and actuaries in South Africa and the broader Southern African region. Our approach is grounded in a deep understanding of the complexities of pension fund law, coupled with a commitment to delivering clear, practical, and solution-oriented advice tailored to our clients’ needs.
At the Forefront of Pension Fund Law & Governance
We combine deep legal expertise with practical industry leadership, serving as independent trustees and maintaining active roles within Southern Africa’s primary regulatory and professional bodies.
Our Core Values
We prioritise our clients’ interests in every engagement, focusing on delivering value and legally sound solutions. As our focus is primarily on retirement funds, we rarely have conflicts of interest.
Client-Centred Approach:
We prioritise our clients’ interests in every engagement, focusing on delivering value and legally sound solutions. As our focus is primarily on retirement funds, we rarely have conflicts of interest.
Service Excellence:
We are committed to providing responsive, reliable, and high-quality legal services informed by extensive experience in the industry.
Industry Engagement:
We actively participate in and maintain strong relationships with key stakeholders and regulatory authorities within the South African retirement fund industry.
