Pension and Retirement Fund Administration
Retirement funds handle members' savings over decades, and administrative error compounds quietly. This course covers contributions, benefit calculation, member records and the reporting duties a fund carries.
Course outline
What this programme covers, module by module.
- 01How retirement funds are structured and governed
- 02Membership, contributions and record keeping
- 03Benefit calculation on retirement, withdrawal and death
- 04Transfers, preservation and divorce orders
- 05Tax treatment of contributions and benefits
- 06Trustee duties, governance and statutory reporting
- 07Member communication and handling queries
What you will gain
- Administer membership, contributions and records accurately
- Calculate benefits and withdrawals correctly
- Handle transfers, preservation and divorce orders
- Apply the tax treatment of retirement benefits
- Meet statutory reporting and governance obligations
- Communicate with members clearly about their savings
Who should attend
- Retirement fund administrators
- Human resources and payroll staff
- Trustees of retirement funds
- Financial services client staff
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 2 to 4 Nov 2026 | Dubai | 3 Days | US$1,500 | |
| 23 to 25 Nov 2026 | Pretoria | 3 Days | R13,000 | |
| 7 to 9 Dec 2026 | Durban | 3 Days | R13,000 | |
| 11 to 13 Jan 2027 | Cape Town | 3 Days | R13,000 | |
| 22 to 24 Feb 2027 | Johannesburg | 3 Days | R13,000 | |
| 3 to 5 May 2027 | London | 3 Days | US$1,500 | |
| 19 to 21 Jul 2027 | Dubai | 3 Days | US$1,500 |
Fees are per delegate and exclude VAT. Public intakes are confirmed once minimum numbers are met. We also deliver this course on your own schedule, in-house or live online.
Enquire about this course
Register your team or ask for a tailored in-house quote. We reply within one working day.
WhatsApp usCourse brochure (PDF)- Fees from
- R13,000 per delegate
- Duration
- 3 Days
- Field
- Banking & Financial Services
- Formats
- In-house, public, online
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