| International Pension & Employee Benefits Lawyers Association |
Recent Papers
| Table of Exceptions: Cross-jurisdictional comparison of pension withdrawal exceptionsThe Table of Exceptions offers a structured, side-by-side comparison of pension withdrawal rules across England & Wales, the United States, South Africa, Australia, and Canada. It covers eligibility conditions, tax treatment, and regulatory considerations for scenarios including disability, hardship, disaster recovery, home purchase, medical expenses, domestic relations, and more. Designed for pension lawyers, trustees, regulators, actuaries, and other retirement professionals, this resource is a practical reference for advising on or administering retirement arrangements across jurisdictions. Authors: Philip Bennett, Izzy Goldowitz, Michael Hayles, Dominique Hogan-Doran, Chantal Manson, Paul Owens, Tony Roda If you are an IPEBLA member, you may download the table here. |
Survey on Retirement Incomes: Global Perspectives from Pension Experts This IPEBLA survey offers a comparative look at the laws and practices shaping retirement income and defined contribution decumulation worldwide. It tackles key questions around mandatory pension requirements, payment rules, tax treatment, and member disclosure obligations across multiple jurisdictions — an essential reference for pension lawyers, regulators, actuaries, and other retirement professionals. Authors: Joris Beernaert, Philip Bennett, Ross Gascho, Izzy Goldowitz, Michael Hayles, Chantal Manson, Paul Owens, Clive Pugh, Tony Roda, Ruth Stringer If you are an IPEBLA member, you may download the table here. View the Webinar replay here. |
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 | 99th Edition of the IPEBLA JournalInclusionary Pensions in South Africa — Wayne Hiller van Rensburg examines legal frameworks for expanding retirement savings access to informal and gig-economy workers, including micropensions and flexible contribution models. UK Governance Requirements — Oliver Reece and Larisa Gordan break down new mandatory governance standards, including Effective Systems of Governance and Own Risk Assessments, and what trustees need to do ahead of 2026 compliance. UK Defined Benefit Strategy — Clive Pugh explores alternatives to insurance buy-outs, including superfunds and capital-backed journey plans, and their implications for risk transfer. U.S. Retirement Policy and Early Withdrawals — Anthony Roda reviews SECURE Act reforms, emergency savings mechanisms, and proposals to reduce retirement plan leakage.
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