Upcoming Webinars

Switch to Calendar View

• Table of Exceptions: A Cross-Jurisdictional Look at Early Pension Withdrawal

  • When
    January 14, 2026
  •  
    10:30 AM - 11:30 AM
  • Location
    Virtual

  Register

  
  

  January 14, 2026 | 10:30–11:30 AM ET
  Virtual | Registration required, no fee

  
  

  This webinar draws upon findings from IPEBLA’s Table of Exceptions, a comparative resource outlining the circumstances under which pension withdrawals are permitted outside normal retirement across several jurisdictions.

  As retirement income frameworks evolve, professionals must understand a wide range of withdrawal rules, eligibility criteria, and tax treatments. In this session, panelists from England and Wales, the United States, South Africa, and Canada will discuss key exceptions within their systems and highlight how policy design shapes access to pension assets. The program provides a clear cross-border view of how different countries regulate early withdrawal provisions.

  Topics will include:

  • Eligibility rules for disability, terminal illness, and death benefits
  • Hardship and emergency withdrawal provisions
  • Disaster recovery withdrawals
  • Education, home purchase, medical, and domestic relations exceptions

  • Additional mechanisms such as rollovers and ESOP-related distributions

  Panelists:
  Philip Bennett (U.K.), Chantal Manson (South Africa), Paul Owens (Canada), Tony Roda (U.S.)
  

  Moderated by: Clive Pugh (U.K.)

  Show details