INTRODUCTION

An effective private pension system is increasingly understood to have good governance, which improves investment performance and benefit security. But despite corporate and regulatory initiatives, governance flaws continue to exist in many nations.

Those who administer, control, or offer governance for pension plans have particular monetary and societal obstacles. Therefore, it is essential to receive training in pension scheme governance and management to ensure pension funds are administered effectively.

A private pension system that is effective and secure in its benefits is increasingly seen to have good governance as a key component. However, governance flaws continue to exist in many nations despite legislative and industry initiatives.

Those who oversee, regulate, or provide governance for pension plans face specific financial and societal problems. Training in pension scheme governance and management is therefore essential to guarantee that pension funds are administered effectively.

COURSE OBJECTIVES

After attending this program, participants will learn about:

• Recognize the duties and management function of trustees;
• Analyze Pension Scheme Management Performance Indicators;
• Recognize the significance of performance evaluation of trustees of pension schemes in enhancing governance;
• Evaluate the risks pension funds are exposed to and the need for effective risk management.

DURATION

5 Days

WHO SHOULD ATTEND

This course is designed for Pension regulators, Policymakers, Trustees, Administrators, Fund managers, Advisors, Custodians, CEOs, Human resource managers, Directors and Pension principal officers.

COURSE CONTENT

• Introduction to Pension Funds and Global Pension Crisis
• Financial Mechanisms & Pension Plan Design; Different types of Pension Schemes
• Costs of Funding Pension Schemes; Pension Fund Deficit, Sovereign Debt & Default Risk
• Longevity, Dependency Rations, Real & Nominal Returns
• Defined Benefits and Defined Contribution Schemes
• Insurance Mechanisms and External Guarantees
• Pensions Fund and Its Parties: trustees, sponsors, actuaries, consultants & investment managers
• Asset Allocation, Capital Structure and Financial Risk
• Sources of Wealth in Pensions Funds; creating value in Pension Funds
• Different Types of Pension Schemes
• Pension Fund Asset-Liability Management, Tools & Modelling
• Pensions Funding Policies
• Portfolio Rebalancing, Asset Allocation and risk management
• Actuarial Considerations, Scheme Design & Annuity Market
• Reviewing benchmarks and Performance Assessment
• Pension Risk Management, Reporting and Governance
• Regulatory Practices and Decision Making in DB Plans

GENERAL NOTES

• Our seasoned instructors, who have years of experience as seasoned professionals in their respective fields of work, will be teaching this course. A combination of practical exercises, theory, group projects, and case studies are used to teach the course.
• The participants receive training manuals and supplementary reading materials.
• Participants who complete this course successfully will receive a certificate.
• We can also create a course specifically for your organization to match your needs. To learn more, get in touch with us at training@dealsontrainers.org.
• The training will take place at DEALSON TRAINERS IN NAIROBI, KENYA in Nairobi, Kenya.
• The training fee includes lunch, course materials, and lodging for the training session. Upon request, we may arrange for our participants' lodging and transportation to the airport.
• Payment must be made to our bank account before the training begins, and documentation of payment should be emailed to training@dealsontrainers.org