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Successful 2018 Pension Breakfast

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  • July 2, 2018
  • Investment, General

Bridgetown, Barbados: On Friday, June 29th 2018, The RF Merchant Bank & Trust (Barbados) Limited’s Pension Breakfast was attended by a diverse audience of pension managers and administrators, regulators, human resource personnel and business executives. Under the theme, “Pensions and Investment: Optimizing Investment Returns on Your Pensions” this year’s event addressed issues relating to pension management and regulation as well as domestic and international perspectives on current trends and how they impact investment and returns.

The keynote address was delivered by Diane Garnick, CFA Research Foundation Trustee and an industry thought leader with over two decades of experience in structuring investment and retirement solutions. Ms. Garnick, who serves on the board of the CFA Institute Research Foundation, examined the fact that most persons are so focused on their current circumstances, they may fail to save adequately for retirement. She also highlighted the retirement savings disparity for women compared to men.

Manager of Pensions at the Financial Services Commission, Mrs. Tanya Bretney, examined the role of the plan administrator, statutory requirements and recent legislative amendments in the occupational pensions sector.

RF Manager of Pensions, Natalie Primus, provided a local perspective on pensions and investment; giving an overview of RF’s newest product. According to RF Vice President/ Country Head Jillian Nunes, “we are pleased with the unveiling of our latest pension product at this year’s event. Our new Personal Retirement Account offers flexibility to persons considering retirement and features a range of attractive investment options and benefits.”

The event was held at the Lloyd Erskine Sandiford Centre.



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