24TH – 28TH APRIL 2023
CAPE TOWN – SOUTH AFRICA
COURSE OVERVIEW
:STRATEGIC PENSION SCHEME
:GOVERNANCE
:REGULATION
:INVESTMENT.
Good governance is increasingly recognized as an important aspect of an efficient private pension system, enhancing investment performance and benefit security. Yet, despite regulatory and industry initiatives, governance weaknesses persist across many countries.
There are unique financial and societal challenges facing those who manage, regulate or provide governance for pension schemes. Pensions scheme governance and management training is therefore vital to ensure pension funds are managed properly.
This Pension Scheme Governance & Regulation training will provide advanced knowledge and management tools needed for the effective oversight and administration of publicly funded or partially funded pension plans. This program will help to modernize these plans and their associated pension funds in an environment of changing economic and social circumstances and new regulatory and accounting initiatives.
Who should attend Masterclass Strategic Pensions scheme governance, Regulation and Investment training ?
: CEO’s/Trustees
: Chairpersons in Pension funds
: Members of and advisors to Pension regulators,
: Trustees of Boards of Directors
: Chairpersons in Pension funds
: Company Secretaries/Board Secretaries
: Pension funds Compliance Officers
: Legal Counsels
: Administrators,
: Executive Trustees committee members
: Policy makers, Trustees,
: Fund managers, Advisors,
: Human resource managers/Directors,
: Pension Officers
COURSE BENEFITS
This Course will Arm Delegates with skills on how to;
1. Understand the importance of pension governance, types, designs and fundamentals of pension schemes.
2. Appreciate the duties and management function of trustees.
3. Analyze Pension scheme management performance indicators.
4.Appreciate the importance of performance evaluation of trustees of pension schemes in enhancing governance.
5. Assess the risks pension funds are exposed to and the need of effective risk management.
COURSE OUTLINE
NB/ TIME : East African Time Zone
DAY 1.
Introduction to Pension Funds and Global Pension Crisis.
TEA BREAK 10: 45 – 15 MIN
Financial Mechanisms & Pension Plan Design; Different types of
Pension Schemes.
LUNCH BREAK 1.00 – 2.00 PM.
Costs of Funding Pension Schemes; Pension Fund Deficit, Sovereign
Debt & Default Risk.
CLOSE : 3.30PM
–
DAY 2.
Longevity, Dependency Rations, Real & Nominal Returns.
TEA BREAK 10: 45 – 15 MIN
Defined Benefits and Defined Contribution Schemes. Insurance Mechanisms and External Guarantees.
LUNCH BREAK 1.00 – 2.00 PM.
Pensions Fund and Its Parties: trustees, sponsors, actuaries, consultants
& investment managers.
CLOSE : 3.30PM
DAY 3.
Asset Allocation, Capital Structure and Financial Risk.
TEA BREAK 10: 45 – 15 MIN
Sources of Wealth in Pensions Funds; creating value in Pension Funds. Portfolio Rebalancing, Asset Allocation and risk management. LUNCH BREAK 1.00 – 2.00 PM.
Regulatory Practices and Decision Making in DB Plans.
CLOSE : 3.30PM
DAY 4.
Different Types of Pension Schemes.
TEA BREAK 10: 45 – 15 MIN
Pension Fund Asset-Liability Management, Tools & Modelling. Pensions Funding Policies.
LUNCH BREAK 1.00 – 2.00 PM.
Pension Risk Management, Reporting and Governance. Actuarial Considerations, Scheme Design & Annuity Market .
CLOSE.
DAY 5.
Reviewing benchmarks and Performance Assessment. Monitoring and Evaluation.
CLOSE
TESTIMONIALS & ISSUING CERTIFICATES OF
PARTICIPATION.
METHODOLOGY
| Training course will utilize | a variety | of proven |
| learning techniques to | ensure | maximum |
understanding, comprehension and retention of
the information presented. This training course is
an interactive mixture of lecture, discussion,
activities and practice on several management
skills. It provides definitions, examples, discussion
and activities designed to promote skill building
with interaction and discussion among
participants.
Spreadsheet applications enable learners to manipulate and produce precise information and conduct crucial data analysis.
This course has been specifically designed to provide learners with the skills to exploit the full potential of the spreadsheet application.
METHODOLOGY
CLASSROOM
TRAINING
ONLINE
TRAINING
THEORY
PRACTICALS
MORE DETAILS
Course Name
Location
Training Schedule days
Certification
Tests
Course Material
Language of Instruction
MASTERCLASS STRATEGIC PENSION SCHEME, GOVERNANCE ,REGULATION & INVESTMENT.
CAPE TOWN – SOUTH AFRICA
Live Class 5 days trainings x 5-6 hours .
AIBS International Certificate of
Participation.
No Yes English
Registration requirements 1. Attendees Details
2. Confirmation letter
Mode of Payment Cash / Bank transfer.
Fees Payment At the time of registration or before starting the course
Refreshments Yes
One who wants to gain working
Eligibility Criteria
knowledge of the subject or has
an oversight of the function.
PRE-QUOTE
TO WHOMSOEVER IT MAY CONCERN
NO.
1
DESCRIPTION
MASTERCLASS STRATEGIC PENSION
SCHEME,GOVERNANCE ,REGULATION &
DATE: 24TH – 28TH APRIL 2023
PER PERSON FEES
INVESTMENT. USD 1,890 (5 DAYS TRAINING)
INCLUDES THE FOLLOWING
1. Registration fees
2. Study Material
3. Certificate of attendance
TRAINING VENUE TRAINING DATES
1. Hotel Conference Room Start date : 24th APRIL 2023
End date : 28th APRIL 2023
BANK ACCOUNT DETAILS
ACCOUNT NAME : ACCESS INTERNATIONAL BUSINESS STUDIES
NAME OF THE BANK: FAMILY BANK
ACCOUNT NO. 051000025100
BRANCH CODE: 051
SWIFT CODE : FABLKENA
BRANCH : BANANA
Alicia Alice Wanjiru Muchiri
Managing Director
AIBS International Limited
.