Practical Training, Built for Your Board
We provide practical, focused training designed to equip trustees and principal officers with the knowledge and skills required to fulfil their fiduciary and governance responsibilities effectively. Our programmes are tailored to the needs of each retirement fund and take account of the evolving legislative and regulatory environment.
Trustees and principal officers carry significant statutory and fiduciary responsibilities. PF 130 places particular emphasis on appropriate induction and ongoing trustee education, making continuous development an essential component of effective fund governance. Well-informed and actively engaged boards are better positioned to exercise sound judgement, manage risk and protect the long-term interests of members and beneficiaries.
Our training programmes cater for both newly appointed trustees requiring a comprehensive introduction to their roles and experienced boards seeking refresher training and updates on legislative and regulatory developments. We also develop bespoke training programmes to address the specific requirements, risks and governance priorities of individual funds.
OUR TRAINING PROGRAMMES COVER
- Fiduciary duties and responsibilities of trustees
- Governance of retirement funds, with specific reference to the Pension Funds Act, PF 130 and King V
- Key legislation and regulatory requirements applicable to retirement funds
- Risk management for retirement-fund boards
- Retirement-fund investments and investment governance
- Section 37C death-benefit investigations and distributions
- Divorce, pension interests and maintenance claims
- Disability benefits
- Regulatory and legislative developments affecting retirement funds
- Bespoke training programmes tailored to specific client and fund requirements