Trustee Duties for Pension and Benefit Funds
Fund trustees hold other people's retirement savings and are held to a standard higher than ordinary directors, usually while doing the role part time. This course covers discharging it properly.
Course outline
What this programme covers, module by module.
- 01Holding other people's retirement savings, part time
- 02The fiduciary standard and why it is higher than a director's
- 03Investment policy, mandates and monitoring without meddling
- 04Administration, contribution arrears and member records
- 05Benefit decisions, death benefit allocation and disputes
- 06Regulatory reporting, valuations and the annual cycle
- 07Conflicts, provider appointments and what the fees really are
What you will gain
- Explain the fiduciary duty a trustee owes members
- Oversee investment strategy without managing it
- Monitor administration, contributions and arrears
- Handle benefit disputes and member complaints
- Meet reporting and regulatory obligations
- Manage conflicts, service providers and fees
Who should attend
- Pension and provident fund trustees
- Employer and member elected representatives
- Principal officers and fund secretaries
- Human resources staff supporting funds
Upcoming sessions
| Date | City | Duration | Fees | Book |
|---|---|---|---|---|
| 2 to 4 Nov 2026 | Dubai | 3 Days | US$1,500 | |
| 17 to 19 Nov 2026 | Pretoria | 3 Days | R13,000 | |
| 30 Nov to 2 Dec 2026 | Durban | 3 Days | R13,000 | |
| 11 to 13 Jan 2027 | Cape Town | 3 Days | R13,000 | |
| 1 to 3 Feb 2027 | Johannesburg | 3 Days | R13,000 | |
| 5 to 7 Apr 2027 | London | 3 Days | US$1,500 | |
| 21 to 23 Jun 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
- Directors & Company Secretarial
- Formats
- In-house, public, online
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