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Governance of Pension and Retirement Fund Trustees

Builds the governance knowledge that trustees of pension and retirement funds need to protect members and meet their fiduciary duties. Delegates learn to oversee investments, service providers and member communication while managing conflicts and compliance obligations. The programme reflects retirement fund rules and regulator expectations across African markets.

What you will be able to do

  • Explain the fiduciary duties of retirement fund trustees.
  • Oversee investment strategy and service provider performance.
  • Assess fund compliance with rules and regulatory requirements.
  • Manage conflicts of interest and trustee independence.
  • Improve member communication and benefit administration oversight.
  • Evaluate the governance and effectiveness of the trustee board.

Course outline

  1. 01Fiduciary Duties of Trustees
  2. 02Fund Rules and Regulatory Requirements
  3. 03Investment Oversight and Strategy
  4. 04Service Provider Management
  5. 05Conflicts of Interest and Independence
  6. 06Member Communication and Benefits
  7. 07Risk and Compliance Oversight
  8. 08Trustee Board Effectiveness

Who should attend

Retirement and pension fund trustees, principal officers, fund administrators and sponsoring employer representatives involved in fund governance.

Dates, venues and fees

DatesVenueDaysFeeCalendar
17 to 21 Aug 2026Lusaka5US$1,800
24 to 28 Aug 2026Kigali5US$1,800
31 Aug to 4 Sep 2026Nairobi5US$1,800
7 to 11 Sep 2026Durban5R18,000
14 to 18 Sep 2026Johannesburg5R18,000
28 Sep to 2 Oct 2026Mauritius5US$1,800
5 to 9 Oct 2026Dubai5US$1,800
12 to 16 Oct 2026Lagos5US$1,800
19 to 23 Oct 2026Harare5US$1,800
26 to 30 Oct 2026Kampala5US$1,800
2 to 6 Nov 2026Dar es Salaam5US$1,800
9 to 13 Nov 2026Pretoria5R18,000
16 to 20 Nov 2026Cape Town5R18,000
30 Nov to 4 Dec 2026Online5US$900
7 to 11 Dec 2026Mozambique5US$1,800
14 to 18 Dec 2026Cairo5US$1,800
21 to 25 Dec 2026Accra5US$1,800

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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