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NATIONALTREASURY: SPECIAL PENSIONS

This presentation provides a progress report on the Special Pensions process, including the boards and administration, status of applications and appeals, areas of concern, and actions taken by the National Treasury.

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NATIONALTREASURY: SPECIAL PENSIONS

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  1. NATIONALTREASURY: SPECIAL PENSIONS PRESENTATION TO THE PORTFOLIO COMMITTEE ON FINANCE 21 AUGUST 2002

  2. CONTENTS • Purpose • SP Boards and Administration • Status on processing applications and appeals • Areas of Concern • Actions instituted NATIONAL TREASURY: SPECIAL PENSIONS

  3. PURPOSE NATIONAL TREASURY: SPECIAL PENSIONS

  4. PURPOSE To present a progress report to the Portfolio Committee on Finance on the Special Pensions process since the 3 April 2001 presentation. NATIONAL TREASURY: SPECIAL PENSIONS

  5. SPECIAL PENSIONS BOARDS AND ADMINISTRATION NATIONAL TREASURY: SPECIAL PENSIONS

  6. SP BOARD Appointed 1 January 2001 on full-time basis. Appointed in consultation with political parties. • Mr I Makopo (Chairperson) • Mr ZI Mthimunye (member) • Ms WR Ncame (member) • Mr CSA Setsubi (Member) • Mr SE Thokoane (member) NATIONAL TREASURY: SPECIAL PENSIONS

  7. SP REVIEW BOARD • Ms Z Barmania (Chairperson) appointed 1 December 1998 on part-time basis,but commenced work in 1999. Resigned effective 14 August 2002. • Mr ML Moloi (member) appointed 1 January 2001 on full-time basis. • Mr M Walker (Actuary member) seconded from Negotiated Benefits Consultants (NBC) on a part-time basis. NATIONAL TREASURY: SPECIAL PENSIONS

  8. SP ADMINISTRATION Mr T Magwaza (Chief Executive Officer) (Tel. 012 319 1098). Mr M Lesufi (Assistant to the CEO) (Tel. 012 319 1098). Regional offices: • Cape Town (Tel. 021 424 8220) • Durban (Tel. 031 327 0233) • P E (Tel. 041 585 1640) • Umtata (Tel. 047 532 5242) • Bisho (Tel. 040 639 1425) • Satellite offices: Polokwane (Tel. 015 297 7181) • Mafikeng (Tel. 018 3842933) NATIONAL TREASURY: SPECIAL PENSIONS

  9. STATUS ON PROCESSING APPLICATIONS AND APPEALS NATIONAL TREASURY: SPECIAL PENSIONS

  10. APPLICATIONS (SP BOARD) Total applications received exclude 2 109 late applications NATIONAL TREASURY: SPECIAL PENSIONS

  11. APPEALS (SP REVIEW BOARD) NATIONAL TREASURY: SPECIAL PENSIONS

  12. AREAS OF CONCERN NATIONAL TREASURY: SPECIAL PENSIONS

  13. AREAS OF CONCERN High rate of declined applications • Apparent misunderstanding of the Act by applicants. • Under 35s (younger than 35 years of age as at commencement date of the Act (1 December 1996)). NATIONAL TREASURY: SPECIAL PENSIONS

  14. AREAS OF CONCERN ... Continued • Minimum service requirement (5 years full-time service). • Definitions of “disability” and “dependant”. • Information received from applicants not always complete in terms of the requirements of the Act and sometimes not reliable. NATIONAL TREASURY: SPECIAL PENSIONS

  15. AREAS OF CONCERN ... Continued • Investigations to verify information often prolong the adjudication process. • This often necessitates requests for and acceptance of affidavits which could result in fraud. Late applications • The Act does not make provision for late applications. NATIONAL TREASURY: SPECIAL PENSIONS

  16. ACTIONS INSTITUTED NATIONAL TREASURY: SPECIAL PENSIONS

  17. ACTIONS INSTITUTED Administration efficiency SP Inquiries Unit (Telephone/Walk-in) • Combined with Pensions Administration Call Center in July 2001. • Access to improved technology and working environment. • Improved staff morale which led to improved customer service. NATIONAL TREASURY: SPECIAL PENSIONS

  18. ACTIONS INSTITUTED … Continued Outreach Programme (Road shows) Aims: • Establish contact with stakeholders in the various provinces and/or regions. • Inform stakeholders of progress and listen to and/or address their concerns. NATIONAL TREASURY: SPECIAL PENSIONS

  19. ACTIONS INSTITUTED … Continued Outreach Programme (Research ) Aims: • Gather information on applicants so as to facilitate processing of applications and appeals. • Reach out to prospective beneficiaries of Special Pensions (those who are eligible for benefits but had not applied). NATIONAL TREASURY: SPECIAL PENSIONS

  20. ACTIONS INSTITUTED … Continued Outreach Programme (Research ) Capacity: • Establishment of a Research Unit is in progress (target date for full implementation is 2 September 2002). • Mr CSA Setsubi will head the Research Unit. • Appointed two Admin Assistants to the Research Unit. • Seconded 2 staff from GEPF to the Research Unit. NATIONAL TREASURY: SPECIAL PENSIONS

  21. ACTIONS INSTITUTED … Continued Outreach Programme (Research ) Pilot Project: • A pilot project for the Research Unit will occur towards the end of September 2002 in Limpopo province. • Roll out the research into other provinces in October 2002. NATIONAL TREASURY: SPECIAL PENSIONS

  22. SP BOARD Some changes effective September 2002 • Mr I Makopo (Chairperson) • Mr ML Moloi (new member) • Mr ZI Mthimunye (member) • Ms WR Ncame (member) • Mr SE Thokoane (member) NATIONAL TREASURY: SPECIAL PENSIONS

  23. SP REVIEW BOARD Some changes effective September 2002 • Vacant position (Chairperson). • Mr M Matsobane (new member) seconded from GEPF on a part-time basis. • Mr M Walker (Actuary member) seconded from Negotiated Benefits Consultants (NBC) on a part-time basis. NATIONAL TREASURY: SPECIAL PENSIONS

  24. SP ADMIN (September 2002) Mr T Magwaza (Chief Executive Officer)(Tel. 012 319 1098). Mr M Lesufi (Assistant to the CEO)(Tel. 012 319 1098). Mr CSA Setsubi (Head: SP Research)(Tel. 012 319 1098). Regional offices: • Cape Town (Tel. 021 424 8220) • Durban (Tel. 031 327 0233) • P E (Tel. 041 585 1640) • Umtata (Tel. 047 532 5242) • Bisho (Tel. 040 639 1425) • Satellite offices: Polokwane (Tel. 015 297 7181) • Mafikeng (Tel. 018 3842933) NATIONAL TREASURY: SPECIAL PENSIONS

  25. ACTIONS INSTITUTED … Continued Draft Amendment Bill 2002 Aims: • To grant the Board discretion to condone late applications. • To accommodate prospective beneficiaries of Special Pensions (those who are eligible for benefits but had not applied). • To grant the Finance Ministry (via the CEO) authority to refer certain cases to the Review Board. NATIONAL TREASURY: SPECIAL PENSIONS

  26. QUESTIONS NATIONAL TREASURY: SPECIAL PENSIONS

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