Pension Administration and Management Course

Pension Administration and Management Course

Foundation | 5 days | Face to Face / Online / Elearning | Certificate
01

Course Overview

Course Summary
Course Title Pension Administration and Management Course
Organization Tech For Development (T4D)
Venue Tech For Development (T4D) Training Centre
Duration 5 days
Target Industries
Target Job Roles
Course Fees (Face-to-Face) USD 1,500/KES 99,000 (Exclusive of VAT)
Course Fees (Virtual) USD 1,000/KES 70,000 (Exclusive of VAT)
Training Modes Virtual and face-to-face training
Payment Payment should be made to the Tech For Development (T4D) bank account on or before the start of the course
Accreditation Tech For Development Certificate of Course Completion

Course Overview
This course provides a comprehensive overview of the principles and practices of effective pension fund administration and management. Participants will gain a deep understanding of the pension lifecycle, from contribution collection and member record-keeping to investment oversight, benefit calculation, and payout. The curriculum focuses on ensuring financial sustainability, regulatory compliance, operational efficiency, and the delivery of secure retirement benefits to members.

Course Duration
5 Days

Target Audience

  • Board members and trustees of pension funds

  • Senior managers and administrators of pension organizations

  • Finance, audit, and compliance officers within pension institutions

  • Government officials and regulators responsible for pension oversight

  • Human Resource and Benefits managers involved in company pension schemes

Personal Impact

  • Ability to interpret and apply key pension regulations and governance standards.

  • Skills to oversee contribution processing, member data management, and benefit calculations accurately.

  • Understanding of investment principles and strategies relevant to pension fund portfolios.

  • Enhanced capacity to manage risks, ensure compliance, and communicate effectively with members.

Organizational Impact

  • Improved operational efficiency and accuracy in benefit administration.

  • Strengthened governance, risk management, and internal control frameworks.

  • Enhanced financial sustainability through better understanding of funding and investment strategies.

  • Increased member confidence and trust through transparent and reliable service delivery.

Course Objectives

  • Explain the different pension system models (DB, DC, Hybrid) and their implications.

  • Manage the core administrative functions of a pension fund with accuracy and efficiency.

  • Evaluate the key principles of pension fund investment and risk management.

  • Ensure strict compliance with legal, regulatory, and fiduciary responsibilities.

02

Course Modules

Course Outline

Module 1: Introduction to Pension Systems and Governance

  • Types of pension plans: Defined Benefit (DB), Defined Contribution (DC), and Hybrid models

  • The role of trustees, administrators, and custodians; fiduciary duties and ethical conduct

  • Exercise: Identifying the key stakeholders and their responsibilities in a case study fund

Module 2: Pension Fund Administration & Member Services

  • The pension lifecycle: enrollment, contribution collection, record-keeping, and data integrity

  • Benefit calculations, payment processing, and retirement counseling

  • Workshop: Calculating a retirement benefit for a DB and a DC plan member

Module 3: Investment Management of Pension Assets

  • Investment objectives, asset allocation strategies, and portfolio diversification

  • Selecting and monitoring investment managers; performance measurement

  • Case Study: Analyzing the investment policy statement (IPS) of a pension fund

Module 4: Actuarial Valuation, Funding & Risk Management

  • Understanding actuarial valuations for DB plans and their role in assessing fund health

  • Identifying and mitigating key risks: investment, longevity, operational, and compliance risks

  • Exercise: Conducting a high-level risk assessment for a pension fund

Module 5: Compliance, Communication & Technology

  • Regulatory reporting, internal audits, and fraud prevention measures

  • Developing effective member communication strategies and dispute resolution mechanisms

  • Final Project: Drafting an action plan to improve a specific area of a pension fund's operations (e.g., data management, member communication, risk controls).

03

Course Administration

Methodology

Instructor-led sessions use a blended learning approach combining presentations, guided practical exercises, web-based tutorials, and group work, delivered by seasoned industry experts. All facilitation and course materials are in English, so participants should be reasonably proficient in the language.

Accreditation

Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion

Training Venue

The training will be held at the Tech For Development Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.

Accommodation & Airport Transfer

Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179

Tailor-Made

This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our T4D Training Centre or at a convenient location.

Payment

Payment should be transferred to the T4D account through a bank on or before the start of the course. Send proof of payment to [email protected].

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Date Cost
2026 Schedules
Nairobi
14 Dec - 18 Dec
KES 99,000 |
$1,500
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Kigali
Addis Ababa
Kuala Lumpur
Accra
Pretoria
Cape Town
Johannesberg
Cairo
Arusha
Machakos
Zanzibar
Kisumu
Nakuru
Mombasa
Nairobi
Naivasha
Kampala
Dubai