Samantha Davidson

Partner, Head of Pension Law


Qualifications:

BCom (cum laude), LLB (cum laude) (University of KwaZulu-Natal).


Specialisations and Interests:

Samantha is the lead partner in Shepstone & Wylie’s pension law and employee benefits team. She is an independent trustee of a large hybrid pension fund and principal officer for several self-administered and other retirement funds. Apart from advising on major pension issues and representing employers and funds in legal proceedings, Samantha has a wealth of practical experience concerning fund management, duties of trustees, surplus apportionment and related issues. She was chairperson of several section 15K surplus tribunals. Samantha has presented numerous papers at seminars hosted by the Institute of Retirement Funds Africa (IRFA), Pension Lawyers Association (PLA), Principal Officers Association (now BATSETA) and Black Lawyers Association. She was also a contributor to “The Manual on South African Retirement Funds and other Employee Benefits”.

Service on Boards and Associations: Samantha is a member of BATSETA and the Pension Lawyers Association (having previously managed the Durban Chapter of the PLA).  She is also a member of the Legal and Tax Committee of the Institute of Retirement Funds Africa (IRFA).


Knowledge and Insights by Samantha Davidson: