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Pensions Fund and Its Parties: Trustees, Sponsors, Actuaries, Consultants and Investment Managers | Master Pension Fund Roles and Responsibilities

By: Stepsure Training and Research Institute (STRI)

Kenya

28 Jul - 01 Aug, 2025  5 days

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USD 1,500

Venue: Mombasa

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Enhance your understanding of the roles and responsibilities of key parties in pension fund management with our expert-led training. Learn effective techniques for collaboration, compliance, and optimization of pension fund performance. Gain practical experience and insights from case studies and interactive sessions to become proficient in managing pensions fund parties in just 5 days.

Topic Outline:

  1. Introduction to Pension Funds and Their Parties

  2. Key Roles and Responsibilities of Trustees

  3. Techniques for Effective Collaboration with Sponsors

  4. The Role of Actuaries in Pension Fund Management

  5. Best Practices for Working with Consultants

  6. Managing Investment Managers and Fund Performance

  7. Case Studies of Successful Pension Fund Collaboration

  8. Interactive Workshops and Practical Exercises

General Information

1.Customized Training: Courses designed to meet the specific needs of participants.

2.Language Proficiency: Participants must have a strong command of English.

3.Comprehensive Learning: A well-structured program that includes presentations, practical exercises, web tutorials, and group work with expert facilitators.

4.Certification: Participants receive a certificate upon successful completion of the course.

5.Training Locations: Training is available at Stepsure Training & Research Institute (STRI) centres, in-house, or online.

6.Flexible Duration: Course duration and content can be adjusted based on participant needs.

7.Onsite Training Inclusions: Includes facilitation, training materials, coffee breaks, lunch, and a completion certificate

8.Additional Services: Affordable accommodation, pickup services, and visa processing options.

9.Equipment: Tablets and laptops are available for rent.

10.Post-Training Support: Six months of free consultation and coaching.

11. Group Discounts: Special discounts for groups of four or more participants.

12. Payment Terms: Payment must be made before the training begins or as agreed, directly to STRI’s account.

Course Booking:

Please use the “book now” or “inquire” buttons on this page to either book your space or make further enquiries.

Mombasa Jul 28 - 01 Aug, 2025

Registration: 09:00:am - 16:00:pm

USD 1,500.00 + 75.00 (VAT)
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Francis Njau 0723482495

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