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Financial Management for Pension and Retirement Funds

Retirement funds hold the long term savings of millions of African workers, placing a heavy duty of financial stewardship on their administrators and trustees. This course covers contribution accounting, member records, fund financial statements and the controls that protect member assets. Participants learn the specialist financial management that keeps a retirement fund sound and compliant.

Ready to book? Secure your place on this programme.

Register for this course

What you will be able to do

  • Explain the financial structure and flows of a retirement fund.
  • Account for contributions, benefits and member movements.
  • Reconcile member records to fund financial records.
  • Prepare fund financial statements and disclosures.
  • Apply controls that protect member assets from loss.
  • Interpret fund financial health and funding levels.

Course outline

  1. 01How Retirement Funds Work Financially
  2. 02Contribution and Benefit Accounting
  3. 03Member Records and Reconciliation
  4. 04Fund Financial Statements and Disclosures
  5. 05Controls Protecting Member Assets
  6. 06Investment Reporting and Funding Levels
  7. 07Regulatory and Governance Requirements

Who should attend

Fund accountants, retirement fund administrators, finance officers and trustees responsible for fund finances.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
28 to 29 Oct 2026Johannesburg2R10,000Register
29 to 30 Oct 2026Cape Town2R10,000Register
2 to 3 Nov 2026Durban2R10,000Register
3 to 4 Nov 2026Pretoria2R10,000Register
4 to 5 Nov 2026Windhoek2US$1,100Register
5 to 6 Nov 2026Gaborone2US$1,100Register
9 to 10 Nov 2026Maseru2US$1,100Register
10 to 11 Nov 2026Mbabane2US$1,100Register
11 to 12 Nov 2026Lusaka2US$1,100Register
12 to 13 Nov 2026Harare2US$1,100Register
16 to 17 Nov 2026Lilongwe2US$1,100Register
17 to 18 Nov 2026Blantyre2US$1,100Register
18 to 19 Nov 2026Mozambique2US$1,100Register
19 to 20 Nov 2026Nairobi2US$1,100Register
23 to 24 Nov 2026Dar es Salaam2US$1,100Register
24 to 25 Nov 2026Kigali2US$1,100Register
25 to 26 Nov 2026Kampala2US$1,100Register
26 to 27 Nov 2026Accra2US$1,100Register
30 Nov to 1 Dec 2026Lagos2US$1,100Register
1 to 2 Dec 2026Cairo2US$1,100Register
2 to 3 Dec 2026Mauritius2US$1,100Register
3 to 4 Dec 2026Dubai2US$1,100Register
7 to 8 Dec 2026Online2US$900Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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