Pension Governance and Fiduciary Responsibility Training
Pension Governance and Fiduciary Responsibility Training helps Managers and Supervisors build practical human capital and talent development management capability through role-relevant activities, instructor-led 5 days delivery, and a clear certificate pathway.
Training provider: EduCore Global Skills
Category: Human Capital and Talent Development Management
Duration: 5 Days
Delivery: Instructor-led classroom, Live online, In-house corporate training
Certificate: Certificate of Completion
Course fees: KES 80,000
Course Overview
Pension Governance and Fiduciary Responsibility Training professional training from EduCore Global Skills.
Pension Governance and Fiduciary Responsibility Training is an instructor-led professional training course offered by EduCore Global Skills for individuals, teams, and organizations seeking practical capability in Human Capital and Talent Development Management.
EduCore Global Skills offers Pension Governance and Fiduciary Responsibility Training as Human Capital and Talent Development Management training for Managers, Supervisors, Team Leaders, Executives and related professionals. Delivery supports classroom, live online, and corporate cohorts in Nairobi, Kenya or by arrangement.
Who Should Attend
- Managers
- Supervisors
- Team Leaders
- Executives
- Department Heads
- Project Leads
- Professionals
- Technical staff
Prerequisites
No mandatory prerequisite is required unless stated in the course outline. Participants should bring relevant workplace examples where possible.
Course Modules
Foundations of Pension Governance and Fiduciary Duty
Core competencies for Foundations of Pension Governance and Fiduciary Duty.
- What pension governance means in practice
- Fiduciary duty, loyalty, prudence, and acting in members’ best interests
- Legal and regulatory frameworks for pension schemes
- Roles and responsibilities of trustees, sponsors, and regulators
- Real examples of good and poor governance and their consequences
Governance Structures, Policies, and Decision Making
Core competencies for Governance Structures, Policies, and Decision Making.
- Designing and reviewing governance structures and terms of reference
- Delegation of authority and committee roles
- Decision making frameworks and escalation routes
- Governance policies for conflicts, gifts, and related parties
- Documenting rationales and ensuring decisions are defensible
Understanding Pension Funding, Actuarial Valuations, and Liabilities
Core competencies for Understanding Pension Funding, Actuarial Valuations, and Liabilities.
- Basics of pension funding and actuarial concepts for non specialists
- Reading and interpreting actuarial valuation reports
- Funding strategies, contribution decisions, and risk sharing
- Impact of longevity, salary growth, and investment returns
- Trustee questions to ask the actuary or adviser
Investment Governance and Oversight of Pension Assets
Core competencies for Investment Governance and Oversight of Pension Assets.
- Defining investment beliefs, objectives, and risk appetite
- Statement of Investment Policy or strategy documents
- Selection, monitoring, and replacement of asset managers
- Performance reporting, fees, and value for money assessments
- ESG, sustainability, and stewardship responsibilities
Service Provider Management and Outsourcing Oversight
Core competencies for Service Provider Management and Outsourcing Oversight.
- Selecting and appointing administrators, custodians, and advisers
- Service level agreements, KPIs, and performance review meetings
- Oversight of data quality, benefit calculations, and member records
- Managing transitions between providers
- Handling errors, complaints, and service breakdowns
Conflicts of Interest, Ethics, and Trustee Conduct
Core competencies for Conflicts of Interest, Ethics, and Trustee Conduct.
- Identifying personal, organizational, and adviser related conflicts
- Disclosure procedures and conflict of interest registers
- Handling employer versus member interests
- Scenarios on bias, influence, and undue pressure
- Setting and living by a code of conduct for the board
Risk Management, Internal Controls, and Compliance
Core competencies for Risk Management, Internal Controls, and Compliance.
- Building a pension risk register and control framework
- Operational, investment, funding, and cyber risks in pension schemes
- Compliance with pension law, regulations, and reporting timelines
- Working with internal audit and external audit on pension reviews
- Business continuity and crisis response for pension operations
Member Communication, Engagement, and Disclosures
Core competencies for Member Communication, Engagement, and Disclosures.
- Principles of clear, fair, and not misleading member communication
- Annual benefit statements, newsletters, and statutory disclosures
- Handling member queries, complaints, and grievances
- Educating members about benefits, options, and risks
- Using communication to reinforce trust in scheme governance
Board Dynamics, Culture, and Effective Meetings
Core competencies for Board Dynamics, Culture, and Effective Meetings.
- Building an effective trustee board and committee culture
- Chairing skills and effective meeting management
- Board composition, diversity, and independent voices
- Training, induction, and continuous development of trustees
- Self assessment, board evaluation, and governance improvement plans
Regulatory Interaction, Documentation, and Readiness for Review
Core competencies for Regulatory Interaction, Documentation, and Readiness for Review.
- Engaging proactively with regulators and supervisory bodies
- Preparing for inspections, information requests, and thematic reviews
- What regulators look for in governance, documentation, and behavior
- Record keeping, minutes, and evidence that demonstrate prudence
- Using findings and recommendations to strengthen governance
Training Focus
Pension Governance and Fiduciary Responsibility Training helps Managers and Supervisors build practical human capital and talent development management capability through role-relevant activities, instructor-led 5 days delivery, and a clear certificate pathway.
Related Course Discovery Links
Frequently Asked Questions
How is Pension Governance and Fiduciary Responsibility Training delivered?
Pension Governance and Fiduciary Responsibility Training is delivered through instructor-led classroom, live online, private in-house corporate training depending on the selected cohort or organizational arrangement.
What are the fees for Pension Governance and Fiduciary Responsibility Training?
The published course investment is KES 80,000. Location-specific fees are shown where configured.
How long is Pension Governance and Fiduciary Responsibility Training?
Pension Governance and Fiduciary Responsibility Training runs for 5 Days unless a customized corporate schedule is agreed.
Do participants receive a certificate for Pension Governance and Fiduciary Responsibility Training?
Participants who complete the course receive a Certificate of Completion from EduCore Global Skills.
Where can I take Pension Governance and Fiduciary Responsibility Training?
Pension Governance and Fiduciary Responsibility Training is available in Nairobi, live online, and in-house corporate delivery by arrangement. Current dates are shown only where real sessions have been configured.
Who should attend Pension Governance and Fiduciary Responsibility Training?
Pension Governance and Fiduciary Responsibility Training is designed for Managers, Supervisors, Team Leaders, Executives, Department Heads, Project Leads and organizations that need practical capability in Human Capital and Talent Development Management.
What are the prerequisites for Pension Governance and Fiduciary Responsibility Training?
No mandatory prerequisite is required unless stated in the course outline. Practical workplace experience in the subject area is helpful.
Register for Pension Governance and Fiduciary Responsibility Training or contact EduCore Global Skills.