Advanced Pension Management Course


Course Cover

Register for this course

We are proud to offer this course in a variety of training formats to suit your needs. We use the highest quality learning facilities to make sure your experience is as comfortable as possible. Our face to face calendar allows you to choose any classroom course of your choice to be delivered at any venue of your choice - offering you the ultimate in convenience and value for money.


June 2024

Code Date Duration Location Fee Action
APM007 17 Jun 2024 - 21 Jun 2024 5 days Nakuru, Kenya KES 84,000 | $1,100 Register
APM007 24 Jun 2024 - 28 Jun 2024 5 days Nairobi, Kenya KES 83,000 | $1,100 Register
APM007 17 Jun 2024 - 21 Jun 2024 5 days Kampala, Uganda $1,900 Register
APM007 17 Jun 2024 - 21 Jun 2024 5 days Accra, Ghana $2,400 Register
APM007 24 Jun 2024 - 28 Jun 2024 5 days Cape Town, South Africa $2,400 Register
I Want To See More Dates...

Unfortunately, we do not have any dates scheduled at this time. Do you have a date in mind when you would like to take your training?

Request Custom Schedule

Contact Us on (+254) 715 077 817 / (+254) 792 516 000 or email us [email protected].

June 2024

Date
Duration
Location
Fee
Action
17 Jun - 21 Jun 2024
5 days
Nakuru
KES 84,000 $1,100
24 Jun - 28 Jun 2024
5 days
Nairobi
KES 83,000 $1,100
17 Jun - 21 Jun 2024
5 days
Kampala
$1,900
17 Jun - 21 Jun 2024
5 days
Accra
$2,400
24 Jun - 28 Jun 2024
5 days
Cape Town
$2,400
I Want To See More Dates...

Unfortunately, we do not have any dates scheduled at this time. Do you have a date in mind when you would like to take your training?

Request Custom Schedule

Contact Us on (+254) 715 077 817 / (+254) 792 516 000 or email us [email protected].


Introduction

This course focuses on the principles, practices, and strategies involved in managing pension funds. Pensions are financial arrangements that provide income to individuals, usually after retirement, and pension management involves the administration and investment of funds to ensure that there are sufficient resources to meet future pension obligations.

Duration

5 Days

Who Should Attend?

  • Pension Fund Managers
  • Financial Planners and Advisors
  • Legal and Compliance Professionals
  • Government Officials
  • Corporate Executives

Course Level:

Course Objectives

  • Explore the various types of pension funds, such as defined benefit plans, defined contribution plans, and hybrid plans.
  • Examine the legal and regulatory frameworks governing pension funds.
  • Analyze advanced investment strategies relevant to pension funds.
  • Study asset allocation techniques and risk management strategies.
  • Evaluate the impact of market conditions on pension fund investments.
  • Understand the different types of risks associated with pension funds, including market risk, credit risk, and longevity risk.
  • Explore risk mitigation strategies and compliance requirements.
  • Learn actuarial principles and techniques used in pension fund valuation.
  • Understand funding methods and strategies to ensure the long-term sustainability of pension plans.
  • Stay abreast of current trends in the pension industry.
  • Anticipate future developments and challenges in pension management.

Course Outline

Module 1: Introduction to Pension Management

·         Overview of Pension Systems

·         Importance of Pension Management

·         Regulatory Environment and Compliance

·         Historical Perspective and Evolution of Pension Systems

Pension Fund Investment Strategies

·         Asset Allocation Strategies

·         Risk Management in Pension Investments

·         Alternative Investments in Pension Portfolios

·         Environmental, Social, and Governance (ESG) considerations

·         Case Studies on Successful Pension Fund Investment Strategies

Module 2: Pension Fund Actuarial Principles

·         Actuarial Valuation of Pension Liabilities

·         Determining Funding Levels and Contributions

·         Risk Assessment and Management in Actuarial Models

·         Stress Testing and Scenario Analysis

·         Interest distribution

Module 3: Legal and Regulatory Framework

·         Pension Legislation and Regulation

·         Compliance and Governance Best Practices

·         Ethical Considerations in Pension Management

·         Emerging Trends in Pension Legislation

·         Comprehending regulations specific to port industry pensions.

 Pension Fund Administration

·         Record-keeping and Data Management

·         Participant Communication and Education

·         Technology and Innovation in Pension Administration

·         Outsourcing and Third-Party Administration

·         Post Retirement Medical Fund (PRMF)

Module 4: Retirement Planning and Distribution

·         Retirement Income Strategies

·         Longevity Risk Management

·         Annuities and other Retirement Products

·         Tax Considerations in Retirement Planning

Module 5: Global Perspectives on Pension Management

·         Comparative Analysis of Pension Systems Worldwide

·         Cross-Border Pension Issues

·         International Pension Fund Investments

·         Global Trends and Innovations

Emerging Trends and Technologies

·         Fintech and Insurtech in Pension Management

·         Blockchain and Cryptocurrencies in Pension Transactions

·         Artificial Intelligence in Risk Management and Decision-Making


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Course Administration Details:

METHODOLOGY

The instructor led trainings are delivered using a blended learning approach and comprises of presentations, guided sessions of practical exercise, web based tutorials and group work. Our facilitators are seasoned industry experts with years of experience, working as professional and trainers in these fields.

All facilitation and course materials will be offered in English. The participants should be reasonably proficient in English.

ACCREDITATION

Upon successful completion of this training, participants will be issued with an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).

TRAINING VENUE

The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments and lunch.

All participants will additionally cater for their, travel expenses, visa application, insurance, and other personal expenses.

ACCOMMODATION AND AIRPORT PICKUP

Accommodation and airport pickup are arranged upon request. For reservations contact the Training Officer.

Email:[email protected] / [email protected]

Mob: +254 715 077 817

TAILOR- MADE

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location.

For further inquiries, please contact us on Tel: +254 715 077 817

Mob: +254 792516000+254 792516010 or mail [email protected] / [email protected]

PAYMENT

Payment should be transferred to IRES account through bank on or before Course Start Date

Send proof of payment to [email protected] / [email protected]


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