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EasyUphill
CORPORATE DEVELOPMENT
+27 81 041 7673
training@eubiz.co.za
68 Sunstone Street, Germiston, 1401
eubiz.co.za
Directors & Company Secretarial

Trustee Duties for Pension and Benefit Funds

Duration
3 Days
Delivery
In-house, public or online
From
R13,000 per delegate
Certificate
On completion
Course overview

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.

What you will be able to do
  • 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
Course outline
01
Holding other people's retirement savings, part time
02
The fiduciary standard and why it is higher than a director's
03
Investment policy, mandates and monitoring without meddling
04
Administration, contribution arrears and member records
05
Benefit decisions, death benefit allocation and disputes
06
Regulatory reporting, valuations and the annual cycle
07
Conflicts, provider appointments and what the fees really are
Upcoming public sessions
DatesVenueDurationFee per delegate
2 to 4 Nov 2026Dubai3 DaysUS$1,500
17 to 19 Nov 2026Pretoria3 DaysR13,000
30 Nov to 2 Dec 2026Durban3 DaysR13,000
11 to 13 Jan 2027Cape Town3 DaysR13,000
1 to 3 Feb 2027Johannesburg3 DaysR13,000
5 to 7 Apr 2027London3 DaysUS$1,500
21 to 23 Jun 2027Dubai3 DaysUS$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