Fostering the Maltese Pensions Market

The Law and Economics of the Pension Reform in Malta

Course Outline

The imminent introduction of a mandatory second pillar pension system and voluntary third pillar pensions is touted as the next step in the implementation of the 2006 pension reform. The provisions of the new Retirement Pensions Act are also anticipated to spur activity on the market, making it easier for pension funds to locate their activities in Malta.
This course will delve into the current issues and future challenges of the private pension system and will explain the current legal and regulatory retirement framework in Malta.

Who should attend

The course is ideal for private retirement schemes professionals, investors, policymakers, insurance companies with an interest in pensions and retirement schemes, personal wealth managers, asset managers, banks and custodians, trustees, professionals who are interested in the subject and students

Certification

A Certificate of Attendance will be issued to all participants indicating the attended sessions.
The course has been accredited with 11 hours of structured CPE and qualifies for the attainment of Professional Competencies and 1 hour of structured CPE and qualifies for the attainment of Core Competencies in terms of the MIA CPE Regulations.
This course will be given positive consideration by the MFSA in assessing the competence of employees of licence holders/applicants.

Venue and Dates

Institute of Legal Studies Tuition Centre
11/12 Vincenti Buildings, Strait Street, Valletta VLT1432

19th & 26th October; 2nd, 9th, 16th & 23rd November, 2011

1600 – 1800 hrs

Participation Fee

Fee € 300
Special Student Rate €100fees are smart card refundable upon presentation of VAT receipt to KSU Office
Cheques are payable to Ganado Services Ltd; fees are inclusive of VAT

Registration

To apply kindly use our online registration form.

Programme

19th October, 2011 – Session 1 1600-1800hrs
An Introduction to Retirement Pensions
Pay-As-You-Go, Funded or mix ? These are the three options identified by economists and policymakers for adequate and sustainable pensions. Dr. Cordina delves deeper and explains the local position.
Lecturer: Dr. Gordon Cordina

26th October, 2011 – Session 2 1600-1800hrs
The Retirement Pensions Regulatory Framework (Part I)
An introduction to the structures of retirement pensions with a special focus on the provisions of the Special Funds (Regulation) Act and the Retirement Pensions Act, the bedrock of occupational and private retirement pensions.
Lecturer: Dr. Matthew Brincat

2nd November, 2011 – Session 3 1600-1800hrs
Trust Law and Retirement Pensions
Principles of trust law permeate occupational and private pensions arrangements.
Lecturer: Dr. Matthew Bianchi
Taxation of Retirement Schemes
The analysis of the tax treatment of occupational and private pension arrangements for local and foreign beneficiaries.
Lecturer: Dr. Stephen Attard

10th November, 2011 – Session 4 1600-1800hrs
The Retirement Pensions Regulatory Framework (Part II)
Lecturer: Dr. Matthew Brincat

16th November, 2011 – Session 5 1600-1800hrs
Retirement Pensions Discrimination: Observations on Local and European Litigation
Practitioners beware. Litigation surrounding occupational and private pensions has given rise to landmark decisions.
Lecturers: Dr. Louis Cassar Pullicino; Dr. Matthew Brincat

23rd November, 2011 – Session 6 1600-1800hrs
Strengthening Retirement Pensions: Roundtable Discussions
Representatives of the Malta Association of Retirement Schemes Administrators amongst others  will muse on the upcoming implementation of second pillar occupational pension schemes and third pillar personal pension schemes in Malta. Participants will be encouraged to share their views.
Moderator: Dr. Matthew Brincat

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