Pension Fund Master Class

Expert guidance on pension fund governance and administration

Course Overview

The Pension Fund Master Class provides essential knowledge for pension fund trustees, administrators, and HR professionals managing retirement benefits. Our training covers the Pension Funds Act, fiduciary responsibilities, investment governance, and member communication. Learn to navigate the complex regulatory environment while ensuring your fund operates in the best interests of its members. This course is specifically designed for South African retirement fund governance and compliance.

Pension fund trustees carry significant legal and fiduciary responsibilities. This course equips you with the knowledge and confidence to fulfil these duties effectively, ensuring your fund is well-governed, compliant, and serving members' best interests.

Key Topics Covered

  • Pension Funds Act: Legislative framework and compliance
  • Trustee roles, responsibilities, and fiduciary duties
  • Fund governance structures and best practices
  • Investment policy statements and portfolio management
  • Risk management and internal controls
  • Member communication and financial education
  • Regulatory reporting and FSCA compliance
  • Retirement benefit calculations and administration

Learning Outcomes

Upon completing this course, participants will be able to:

  • Understand trustee fiduciary responsibilities and legal obligations
  • Implement effective fund governance frameworks
  • Ensure compliance with Pension Funds Act and FSCA regulations
  • Make informed investment decisions in members' best interests
  • Manage fund risks and internal controls effectively
  • Communicate retirement benefits clearly to members

Who Should Attend

This course is ideal for pension fund trustees, HR managers, benefits administrators, financial advisors, and professionals involved in retirement fund management and governance. Whether you're a newly appointed trustee or an experienced board member, this course provides valuable insights and practical guidance.

Why This Course Matters

Pension fund trustees are entrusted with safeguarding members' retirement savings—one of the most important financial responsibilities anyone can hold. The regulatory environment is complex and constantly evolving, with significant consequences for non-compliance or poor governance.

Our Pension Fund Master Class demystifies pension fund governance, providing trustees with the knowledge they need to fulfil their fiduciary duties with confidence. We cover not just compliance requirements, but also best practices in governance, investment oversight, and member communication.

Request More Information View All Courses