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ASFA Learning (RTO ID 90755) is a leading provider of superannuation courses and learning solutions.
Date & Time: Monday 6 December 2021, 11.00am - 12.00pm | Tuesday 18 January 2022, 1.00pm - 2.00pm
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ASIC has found “preparations for systemic issue identification, ownership and reporting is less developed when compared to trustees’ work on other RG 271 requirements”. (refer 21-230MR) Furthermore, ASIC intends to undertake surveillance of compliance with RG 271 in 2022, focusing on systemic issues arising from complaints and what trustees are doing to learn from these.
This one-hour virtual workshop is specifically designed to help funds identify and deal with systemic issues arising from complaints and is being facilitated by the industry’s highly regarded and respected complaints specialists, Jocelyn Furlan (former Chair of the SCT) and Pam McAlister (AFCA).
At the conclusion of the workshop, you will be able to clearly differentiate a systemic issue from an incident, a breach or an opportunity for improvement, and will have a better understanding of how ASIC expects trustees to handle systemic issues arising from complaints.
Jocelyn Furlan Principal, FM Super Resolutions
Jocelyn has partnered with Pamela McAlister to create FM Super Resolutions, a consultancy focused on assisting superannuation funds achieve best practice in complaints resolution.
Jocelyn was the Chairperson of the Superannuation Complaints Tribunal for eight years until March 2015 and a Part-time Member until December 2020.
Jocelyn holds law and commerce degrees and has worked in superannuation and financial services dispute resolution for in excess of 30 years. She was the inaugural company secretary of VicSuper, Compliance Manager at legalsuper and responsible for dispute resolution at the Victorian Superannuation Fund.
Jocelyn is a graduate of the Australian Institute of Company Directors and sits on a number of Boards, including Aware Super.
Pam McAlister Principal, FM Super Resolutions
Pam has partnered with Jocelyn Furlan to create FM Super Resolutions, a consultancy focused on assisting superannuation funds achieve best practice in complaints resolution. She is an experienced financial services lawyer and governance specialist, with particular expertise in superannuation law and practice, trust law, regulation and dispute resolution.
Pam is also an AFCA Panel Member and was a Part time Member of the Superannuation Complaints Tribunal (SCT) until December 2020. She was previously the inaugural Superannuation Ombudsman for AFCA and helped to develop its superannuation jurisdiction as a successor to the SCT. She has worked in private practice as a lawyer, as a senior executive with ASIC and as general counsel with a financial services organisation. She has been a trustee director of three superannuation funds (including as Chair) and a member of the SCT’s advisory board.
Pam has also chaired the Superannuation Committee of the Law Council of Australia, been general editor of the Australian Superannuation Law Bulletin and lectured in superannuation, trusts and administrative law for several tertiary institutions.
One-hour online virtual workshop
ASFA’s virtual workshops are a live and interactive learning experience. Participants can engage with industry-leading presenters who are experts in their field, together with their peers, just like they would at an ASFA face to face workshop. It is a unique opportunity to workshop ideas and concepts in a collaborative online environment facilitated by experts.
Virtual workshops are limited to 30 participants to allow for discussion, and to ensure that participants have ample opportunity to ask presenters questions..
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6 December 2021 | 18 January 2022
One Continuing Professional Development (CPD) points for members of ASFA’s Professional Accreditation Program.
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