RETIREMENT FUND TRUSTEE WORKSHOP

Date: 01 – 04 December 2020
Location: Johannesburg South Africa

Register Now, Limited Seats Available!
R 16,999.00 per Delegate

COURSE OVERVIEW

Retirement fund trustees face considerable pressure in addressing their fiduciary responsibility to act in the best interest of the fund’s members.

This course provides delegates with an overview of the retirement fund industry, relevant legislation, and industry role-players. We will discuss the various types of funds, benefits payable, tax implications and allowable deductions.

We will also explore the role and responsibilities of trustees, Retirement Fund Trustee Governance and Ethics, Responsible Investing Employee Benefits, Annual Financial Statement Analysis, Investment Policy Statement Formulation and Assessment

Death Benefits, Investment Management Costs, and Fees, Default Investment Regulations

Delegates complete a range of class activities during the training requiring them to practically apply their learning to their specific fund and Pension Solvency: Actuarial Issues

This Program is Suitable for:-

These workshops are aimed primarily at Trustees and Principal Officers and are ideally run with individual funds, but are also delivered as public courses.

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