This workshop gives retirement fund trustees and principal officers an overview of trustee governance and ethical conduct. Topics include the purposes of different retirement fund products, roles and responsibilities of trustees...

This workshop provides retirement fund trustees and principal officers with an overview of the purpose, content and use of annual financial statements, as well as a high-level analysis of a retirement fund’s recent financial statements....

This workshop gives retirement fund trustees and principal officers an overview of strategic guidelines and frameworks governing the operation of financial funds....

The purpose of this course is to give South African Retirement Fund Trustees a fundamental understanding of the role and responsibilities of a Chairperson...

The purpose of this course is to provide South African Retirement Fund Trustees with a deeper understanding of cybersecurity and cyber resilience, and how these concepts apply to retirement...

The purpose of this workshop is to provide South African Retirement Fund Trustees and Principal Officers with an update on the recent developments within the Retirement Fund Industry. Due to the depth and breadth of the content...

This is a tailored workshop delivered as a three-hour half-day workshop. Should funds require tailor-made workshop content which does not fall into one of the above standard workshops, we are happy to engage with the fund to craft workshop content for their particular needs.

For more information about this workshop, please email us