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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Banking & Financial Services
Pension and Retirement Fund Administration
Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview
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.
What you will be able to do
- 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
Course outline
01
How retirement funds are structured and governed
02
Membership, contributions and record keeping
03
Benefit calculation on retirement, withdrawal and death
04
Transfers, preservation and divorce orders
05
Tax treatment of contributions and benefits
06
Trustee duties, governance and statutory reporting
07
Member communication and handling queries
Upcoming public sessions
| Dates | Venue | Duration | Fee per delegate |
|---|---|---|---|
| 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 exclude VAT. This course can also be delivered in-house at your premises on dates that suit your team, or live online.
To book or ask for an in-house quote
Reply to the email this brochure came with, call +27 81 041 7673, or visit eubiz.co.za and open this course.
EasyUphill Training & ConsultingTailored training that moves teams forward.
+27 81 041 7673 · training@eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za
68 Sunstone Street, Germiston, 1401 · eubiz.co.za