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Join us for a deep dive into pension fund administration.
EduTrade Services (Pty) Ltd proudly presents a focused Pension Fund Administration MasterClass, equipping professionals with essential skills in retirement fund management, regulatory compliance, and governance best practices to enhance their expertise.
What this master class entails
This intensive five-day program delves into the intricacies of pension fund administration. Participants will gain a thorough understanding of retirement fund operations, explore regulatory frameworks, and develop strategies for ensuring compliance. The course emphasizes best practices in governance to manage pension scheme risks effectively and outlines the critical roles and responsibilities of Boards of Trustees.
When: 31 March - 4 April 2025
Who will benefit from this master class
This MasterClass is ideal for:
Pension fund administrators and managers
Trustees and board members of retirement funds
HR and finance professionals managing employee benefits
Regulatory compliance officers
Professionals aspiring to deepen their expertise in pension fund administration
What you will gain from this master class
A comprehensive understanding of the foundational principles of retirement funds.
An in-depth knowledge of the regulatory environment and its practical application through case studies.
Effective strategies for ensuring compliance in pension fund management.
Insights into governance best practices to effectively mitigate risks in pension schemes.
A clear understanding of the roles and responsibilities of Boards of Trustees, enabling enhanced decision-making and accountability.
The Program
Day 1
Module 1: Ensuring Compliance in Pension Fund Management
T·Key compliance requirements and obligations
The role of compliance officers in pension funds
Monitoring and reporting mechanisms
Module 2: Best Practice Governance for Effective Management of Pension Scheme Risks
The Importance of Fund Rules in Pension Management
Crafting a Pension Fund Risk Management Policy
Developing a Pension Fund Governance Policies
Investment Policy Statement: Creating a Framework
Pension Fund Board Assessment Policy Development
Internal Audit Framework: Ensuring Compliance and Efficiency
Board Governance: Best Practices
Strategic Planning for Pension Funds
Day 2
Module 3: Roles & Responsibilities of Boards of Trustees
Understanding Fiduciary Duties
The Role of Trustees and Effective Trusteeship
Objectives and Informed Decision-Making for Investment of Pension Scheme Assets
· Stakeholder Communication: Best Practices
·Treating Customers Fairly: Ethical Considerations
Module 4: Pension Fund Administration and Operations
Recordkeeping and Data Management: Best practices for maintaining accurate member records.
Contribution Processing: Managing employer and employee contributions.
Benefit Administration: Calculating and disbursing pension benefits.
Day 3
Module 5: Pension Systems: Roles, Trends, and Best Practices
Understanding Fiduciary Duties
The Role of Trustees and Effective Trusteeship
Objectives and Informed Decision-Making for Investment of Pension Scheme Assets
Stakeholder Communication: Best Practices
Treating Customers Fairly: Ethical Considerations
Module 6: Investment Management for Pension Funds
Basics of Pension Fund Investments: Asset allocation, diversification, and risk management.
Understanding Investment Policies: Developing and implementing an investment strategy.
Monitoring Fund Performance: Key performance indicators (KPIs) and reporting.
Sustainability in Investments: ESG (Environmental, Social, and Governance) considerations.
Day 4
Module 7: Overview of Regulatory Framework
History and evolution of pension fund regulations
Key regulatory bodies and their roles
Understanding the legal framework for pension funds
Introduction to international pension regulations
Understanding and managing regulatory risks
Case Study: Analysis of major regulatory changes and their impact on pension funds
Day 5
Communication with Members: Transparent and effective member engagement.
Member Engagement Approaches to member Financials, Literacy and Engagement Strategies
Wrap-up
Networking
Google Sites
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