Course Details

This is an essential programme for all trustees wanting to contribute effectively to the successful management of their retirement fund.

Courses are tailor made to fund-specific requirements and include an examination of fund rules and other relevant documents.

  • Role of trustee.
  • Types of funds.
  • Defined benefit & defined contribution funds.
  • Pension & provident funds.
  • Fund rules & documents.
  • Pension Funds Act.
  • Other legislation.
  • Duties of trustees.
  • The common law.
  • Statutory law.
  • Allocation of death benefits.
  • Key responsibilities.
  • Introduction to investments.
  • Measuring investment returns.
  • Capital & investment returns.
  • Investment returns & risk.
  • Investment objectives.
  • Investment policy.
  • Performance benchmarks.
  • Asset allocation.


Johannesburg School of Finance (Pty) Ltd is accredited through FASSET, the South African SETA for Finance, Accounting, Management Consulting and Other Financial Services (accreditation number 585/00187/05) and has a Level 4 (100%) BEE rating.