| 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.
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).
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.
Upon successful completion of this training, participants will be issued a Tech For Development Certificate of Course Completion
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.
Arranged upon request.For reservations contact the Training Officer:
Email: [email protected]
Phone: (+254) 790 824 179
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 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 |
Register |
|
Johannesberg
|
||
|
14 Dec -
18 Dec
|
$3,100 |
Register |
|
Mombasa
|
||
|
14 Dec -
18 Dec
|
KES 115,000
|
$1,500 |
Register |
|
Kigali
|
||
|
14 Dec -
18 Dec
|
$1,850 |
Register |
|
Addis Ababa
|
||
|
14 Dec -
18 Dec
|
$3,100 |
Register |
|
Kuala Lumpur
|
||
|
14 Dec -
18 Dec
|
$5,500 |
Register |
|
Accra
|
||
|
14 Dec -
18 Dec
|
$3,200 |
Register |
|
Cairo
|
||
|
14 Dec -
18 Dec
|
$4,200 |
Register |
|
Cape Town
|
||
|
14 Dec -
18 Dec
|
$3,800 |
Register |
|
Pretoria
|
||
|
14 Dec -
18 Dec
|
$3,100 |
Register |
|
Dar es Salaam
|
||
|
14 Dec -
18 Dec
|
$2,100 |
Register |
|
Naivasha
|
||
|
14 Dec -
18 Dec
|
KES 110,000
|
$1,500 |
Register |
|
Kisumu
|
||
|
14 Dec -
18 Dec
|
KES 110,000
|
$1,500 |
Register |
|
Arusha
|
||
|
14 Dec -
18 Dec
|
$2,100 |
Register |
|
Machakos
|
||
|
14 Dec -
18 Dec
|
KES 110,000
|
$1,500 |
Register |
|
Nakuru
|
||
|
14 Dec -
18 Dec
|
KES 110,000
|
$1,500 |
Register |
|
Kampala
|
||
|
14 Dec -
18 Dec
|
$1,800 |
Register |
|
Dubai
|
||
|
14 Dec -
18 Dec
|
$3,900 |
Register |
|
Zanzibar
|
||
|
14 Dec -
18 Dec
|
$2,100 |
Register |
| 2027 Schedules | ||
|
Dar es Salaam
|
||
|
11 Jan -
15 Jan
|
$2,100 |
Register |
|
08 Feb -
12 Feb
|
$2,100 |
Register |
|
08 Mar -
12 Mar
|
$2,100 |
Register |
|
12 Apr -
16 Apr
|
$2,100 |
Register |
|
10 May -
14 May
|
$2,100 |
Register |
|
14 Jun -
18 Jun
|
$2,100 |
Register |
|
12 Jul -
16 Jul
|
$2,100 |
Register |
|
09 Aug -
13 Aug
|
$2,100 |
Register |
|
13 Sep -
17 Sep
|
$2,100 |
Register |
|
11 Oct -
15 Oct
|
$2,100 |
Register |
|
08 Nov -
12 Nov
|
$2,100 |
Register |
|
06 Dec -
10 Dec
|
$2,100 |
Register |
|
Kigali
|
||
|
11 Jan -
15 Jan
|
$1,850 |
Register |
|
08 Feb -
12 Feb
|
$1,850 |
Register |
|
08 Mar -
12 Mar
|
$1,850 |
Register |
|
12 Apr -
16 Apr
|
$1,850 |
Register |
|
10 May -
14 May
|
$1,850 |
Register |
|
14 Jun -
18 Jun
|
$1,850 |
Register |
|
12 Jul -
16 Jul
|
$1,850 |
Register |
|
09 Aug -
13 Aug
|
$1,850 |
Register |
|
13 Sep -
17 Sep
|
$1,850 |
Register |
|
11 Oct -
15 Oct
|
$1,850 |
Register |
|
08 Nov -
12 Nov
|
$1,850 |
Register |
|
06 Dec -
10 Dec
|
$1,850 |
Register |
|
Addis Ababa
|
||
|
11 Jan -
15 Jan
|
$3,100 |
Register |
|
08 Feb -
12 Feb
|
$3,100 |
Register |
|
08 Mar -
12 Mar
|
$3,100 |
Register |
|
12 Apr -
16 Apr
|
$3,100 |
Register |
|
10 May -
14 May
|
$3,100 |
Register |
|
14 Jun -
18 Jun
|
$3,100 |
Register |
|
12 Jul -
16 Jul
|
$3,100 |
Register |
|
09 Aug -
13 Aug
|
$3,100 |
Register |
|
13 Sep -
17 Sep
|
$3,100 |
Register |
|
11 Oct -
15 Oct
|
$3,100 |
Register |
|
08 Nov -
12 Nov
|
$3,100 |
Register |
|
06 Dec -
10 Dec
|
$3,100 |
Register |
|
Kuala Lumpur
|
||
|
11 Jan -
15 Jan
|
$5,500 |
Register |
|
08 Feb -
12 Feb
|
$5,500 |
Register |
|
08 Mar -
12 Mar
|
$5,500 |
Register |
|
12 Apr -
16 Apr
|
$5,500 |
Register |
|
10 May -
14 May
|
$5,500 |
Register |
|
14 Jun -
18 Jun
|
$5,500 |
Register |
|
12 Jul -
16 Jul
|
$5,500 |
Register |
|
09 Aug -
13 Aug
|
$5,500 |
Register |
|
13 Sep -
17 Sep
|
$5,500 |
Register |
|
11 Oct -
15 Oct
|
$5,500 |
Register |
|
08 Nov -
12 Nov
|
$5,500 |
Register |
|
06 Dec -
10 Dec
|
$5,500 |
Register |
|
Accra
|
||
|
11 Jan -
15 Jan
|
$3,200 |
Register |
|
08 Feb -
12 Feb
|
$3,200 |
Register |
|
08 Mar -
12 Mar
|
$3,200 |
Register |
|
12 Apr -
16 Apr
|
$3,200 |
Register |
|
10 May -
14 May
|
$3,200 |
Register |
|
14 Jun -
18 Jun
|
$3,200 |
Register |
|
12 Jul -
16 Jul
|
$3,200 |
Register |
|
09 Aug -
13 Aug
|
$3,200 |
Register |
|
13 Sep -
17 Sep
|
$3,200 |
Register |
|
11 Oct -
15 Oct
|
$3,200 |
Register |
|
08 Nov -
12 Nov
|
$3,200 |
Register |
|
06 Dec -
10 Dec
|
$3,200 |
Register |
|
Pretoria
|
||
|
11 Jan -
15 Jan
|
$3,100 |
Register |
|
08 Feb -
12 Feb
|
$3,100 |
Register |
|
08 Mar -
12 Mar
|
$3,100 |
Register |
|
12 Apr -
16 Apr
|
$3,100 |
Register |
|
10 May -
14 May
|
$3,100 |
Register |
|
14 Jun -
18 Jun
|
$3,100 |
Register |
|
12 Jul -
16 Jul
|
$3,100 |
Register |
|
09 Aug -
13 Aug
|
$3,100 |
Register |
|
13 Sep -
17 Sep
|
$3,100 |
Register |
|
11 Oct -
15 Oct
|
$3,100 |
Register |
|
08 Nov -
12 Nov
|
$3,100 |
Register |
|
06 Dec -
10 Dec
|
$3,100 |
Register |
|
Cape Town
|
||
|
11 Jan -
15 Jan
|
$3,800 |
Register |
|
08 Feb -
12 Feb
|
$3,800 |
Register |
|
08 Mar -
12 Mar
|
$3,800 |
Register |
|
12 Apr -
16 Apr
|
$3,800 |
Register |
|
10 May -
14 May
|
$3,800 |
Register |
|
14 Jun -
18 Jun
|
$3,800 |
Register |
|
12 Jul -
16 Jul
|
$3,800 |
Register |
|
09 Aug -
13 Aug
|
$3,800 |
Register |
|
13 Sep -
17 Sep
|
$3,800 |
Register |
|
11 Oct -
15 Oct
|
$3,800 |
Register |
|
08 Nov -
12 Nov
|
$3,800 |
Register |
|
06 Dec -
10 Dec
|
$3,800 |
Register |
|
Johannesberg
|
||
|
11 Jan -
15 Jan
|
$3,100 |
Register |
|
08 Feb -
12 Feb
|
$3,100 |
Register |
|
08 Mar -
12 Mar
|
$3,100 |
Register |
|
12 Apr -
16 Apr
|
$3,100 |
Register |
|
10 May -
14 May
|
$3,100 |
Register |
|
14 Jun -
18 Jun
|
$3,100 |
Register |
|
12 Jul -
16 Jul
|
$3,100 |
Register |
|
09 Aug -
13 Aug
|
$3,100 |
Register |
|
13 Sep -
17 Sep
|
$3,100 |
Register |
|
11 Oct -
15 Oct
|
$3,100 |
Register |
|
08 Nov -
12 Nov
|
$3,100 |
Register |
|
06 Dec -
10 Dec
|
$3,100 |
Register |
|
Cairo
|
||
|
11 Jan -
15 Jan
|
$4,200 |
Register |
|
08 Feb -
12 Feb
|
$4,200 |
Register |
|
08 Mar -
12 Mar
|
$4,200 |
Register |
|
12 Apr -
16 Apr
|
$4,200 |
Register |
|
10 May -
14 May
|
$4,200 |
Register |
|
14 Jun -
18 Jun
|
$4,200 |
Register |
|
12 Jul -
16 Jul
|
$4,200 |
Register |
|
09 Aug -
13 Aug
|
$4,200 |
Register |
|
13 Sep -
17 Sep
|
$4,200 |
Register |
|
11 Oct -
15 Oct
|
$4,200 |
Register |
|
08 Nov -
12 Nov
|
$4,200 |
Register |
|
06 Dec -
10 Dec
|
$4,200 |
Register |
|
Arusha
|
||
|
11 Jan -
15 Jan
|
$2,100 |
Register |
|
08 Feb -
12 Feb
|
$2,100 |
Register |
|
08 Mar -
12 Mar
|
$2,100 |
Register |
|
12 Apr -
16 Apr
|
$2,100 |
Register |
|
10 May -
14 May
|
$2,100 |
Register |
|
14 Jun -
18 Jun
|
$2,100 |
Register |
|
12 Jul -
16 Jul
|
$2,100 |
Register |
|
09 Aug -
13 Aug
|
$2,100 |
Register |
|
13 Sep -
17 Sep
|
$2,100 |
Register |
|
11 Oct -
15 Oct
|
$2,100 |
Register |
|
08 Nov -
12 Nov
|
$2,100 |
Register |
|
06 Dec -
10 Dec
|
$2,100 |
Register |
|
Machakos
|
||
|
11 Jan -
15 Jan
|
KES 110,000
|
$1,500 |
Register |
|
08 Feb -
12 Feb
|
KES 110,000
|
$1,500 |
Register |
|
08 Mar -
12 Mar
|
KES 110,000
|
$1,500 |
Register |
|
12 Apr -
16 Apr
|
KES 110,000
|
$1,500 |
Register |
|
10 May -
14 May
|
KES 110,000
|
$1,500 |
Register |
|
14 Jun -
18 Jun
|
KES 110,000
|
$1,500 |
Register |
|
12 Jul -
16 Jul
|
KES 110,000
|
$1,500 |
Register |
|
09 Aug -
13 Aug
|
KES 110,000
|
$1,500 |
Register |
|
13 Sep -
17 Sep
|
KES 110,000
|
$1,500 |
Register |
|
11 Oct -
15 Oct
|
KES 110,000
|
$1,500 |
Register |
|
08 Nov -
12 Nov
|
KES 110,000
|
$1,500 |
Register |
|
06 Dec -
10 Dec
|
KES 110,000
|
$1,500 |
Register |
|
Zanzibar
|
||
|
11 Jan -
15 Jan
|
$2,100 |
Register |
|
08 Feb -
12 Feb
|
$2,100 |
Register |
|
08 Mar -
12 Mar
|
$2,100 |
Register |
|
12 Apr -
16 Apr
|
$2,100 |
Register |
|
10 May -
14 May
|
$2,100 |
Register |
|
14 Jun -
18 Jun
|
$2,100 |
Register |
|
12 Jul -
16 Jul
|
$2,100 |
Register |
|
09 Aug -
13 Aug
|
$2,100 |
Register |
|
13 Sep -
17 Sep
|
$2,100 |
Register |
|
11 Oct -
15 Oct
|
$2,100 |
Register |
|
08 Nov -
12 Nov
|
$2,100 |
Register |
|
06 Dec -
10 Dec
|
$2,100 |
Register |
|
Kisumu
|
||
|
11 Jan -
15 Jan
|
KES 110,000
|
$1,500 |
Register |
|
08 Feb -
12 Feb
|
KES 110,000
|
$1,500 |
Register |
|
08 Mar -
12 Mar
|
KES 110,000
|
$1,500 |
Register |
|
12 Apr -
16 Apr
|
KES 110,000
|
$1,500 |
Register |
|
10 May -
14 May
|
KES 110,000
|
$1,500 |
Register |
|
14 Jun -
18 Jun
|
KES 110,000
|
$1,500 |
Register |
|
12 Jul -
16 Jul
|
KES 110,000
|
$1,500 |
Register |
|
09 Aug -
13 Aug
|
KES 110,000
|
$1,500 |
Register |
|
13 Sep -
17 Sep
|
KES 110,000
|
$1,500 |
Register |
|
11 Oct -
15 Oct
|
KES 110,000
|
$1,500 |
Register |
|
08 Nov -
12 Nov
|
KES 110,000
|
$1,500 |
Register |
|
06 Dec -
10 Dec
|
KES 110,000
|
$1,500 |
Register |
|
Nakuru
|
||
|
11 Jan -
15 Jan
|
KES 110,000
|
$1,500 |
Register |
|
08 Feb -
12 Feb
|
KES 110,000
|
$1,500 |
Register |
|
08 Mar -
12 Mar
|
KES 110,000
|
$1,500 |
Register |
|
12 Apr -
16 Apr
|
KES 110,000
|
$1,500 |
Register |
|
10 May -
14 May
|
KES 110,000
|
$1,500 |
Register |
|
14 Jun -
18 Jun
|
KES 110,000
|
$1,500 |
Register |
|
12 Jul -
16 Jul
|
KES 110,000
|
$1,500 |
Register |
|
09 Aug -
13 Aug
|
KES 110,000
|
$1,500 |
Register |
|
13 Sep -
17 Sep
|
KES 110,000
|
$1,500 |
Register |
|
11 Oct -
15 Oct
|
KES 110,000
|
$1,500 |
Register |
|
08 Nov -
12 Nov
|
KES 110,000
|
$1,500 |
Register |
|
06 Dec -
10 Dec
|
KES 110,000
|
$1,500 |
Register |
|
Mombasa
|
||
|
11 Jan -
15 Jan
|
KES 115,000
|
$1,500 |
Register |
|
08 Feb -
12 Feb
|
KES 115,000
|
$1,500 |
Register |
|
08 Mar -
12 Mar
|
KES 115,000
|
$1,500 |
Register |
|
12 Apr -
16 Apr
|
KES 115,000
|
$1,500 |
Register |
|
10 May -
14 May
|
KES 115,000
|
$1,500 |
Register |
|
14 Jun -
18 Jun
|
KES 115,000
|
$1,500 |
Register |
|
12 Jul -
16 Jul
|
KES 115,000
|
$1,500 |
Register |
|
09 Aug -
13 Aug
|
KES 115,000
|
$1,500 |
Register |
|
13 Sep -
17 Sep
|
KES 115,000
|
$1,500 |
Register |
|
11 Oct -
15 Oct
|
KES 115,000
|
$1,500 |
Register |
|
08 Nov -
12 Nov
|
KES 115,000
|
$1,500 |
Register |
|
06 Dec -
10 Dec
|
KES 115,000
|
$1,500 |
Register |
|
Nairobi
|
||
|
11 Jan -
15 Jan
|
KES 99,000
|
$1,500 |
Register |
|
08 Feb -
12 Feb
|
KES 99,000
|
$1,500 |
Register |
|
08 Mar -
12 Mar
|
KES 99,000
|
$1,500 |
Register |
|
12 Apr -
16 Apr
|
KES 99,000
|
$1,500 |
Register |
|
10 May -
14 May
|
KES 99,000
|
$1,500 |
Register |
|
14 Jun -
18 Jun
|
KES 99,000
|
$1,500 |
Register |
|
12 Jul -
16 Jul
|
KES 99,000
|
$1,500 |
Register |
|
09 Aug -
13 Aug
|
KES 99,000
|
$1,500 |
Register |
|
13 Sep -
17 Sep
|
KES 99,000
|
$1,500 |
Register |
|
11 Oct -
15 Oct
|
KES 99,000
|
$1,500 |
Register |
|
08 Nov -
12 Nov
|
KES 99,000
|
$1,500 |
Register |
|
06 Dec -
10 Dec
|
KES 99,000
|
$1,500 |
Register |
|
Naivasha
|
||
|
11 Jan -
15 Jan
|
KES 110,000
|
$1,500 |
Register |
|
08 Feb -
12 Feb
|
KES 110,000
|
$1,500 |
Register |
|
08 Mar -
12 Mar
|
KES 110,000
|
$1,500 |
Register |
|
12 Apr -
16 Apr
|
KES 110,000
|
$1,500 |
Register |
|
10 May -
14 May
|
KES 110,000
|
$1,500 |
Register |
|
14 Jun -
18 Jun
|
KES 110,000
|
$1,500 |
Register |
|
12 Jul -
16 Jul
|
KES 110,000
|
$1,500 |
Register |
|
09 Aug -
13 Aug
|
KES 110,000
|
$1,500 |
Register |
|
13 Sep -
17 Sep
|
KES 110,000
|
$1,500 |
Register |
|
11 Oct -
15 Oct
|
KES 110,000
|
$1,500 |
Register |
|
08 Nov -
12 Nov
|
KES 110,000
|
$1,500 |
Register |
|
06 Dec -
10 Dec
|
KES 110,000
|
$1,500 |
Register |
|
Kampala
|
||
|
11 Jan -
15 Jan
|
$1,800 |
Register |
|
08 Feb -
12 Feb
|
$1,800 |
Register |
|
08 Mar -
12 Mar
|
$1,800 |
Register |
|
12 Apr -
16 Apr
|
$1,800 |
Register |
|
10 May -
14 May
|
$1,800 |
Register |
|
14 Jun -
18 Jun
|
$1,800 |
Register |
|
12 Jul -
16 Jul
|
$1,800 |
Register |
|
09 Aug -
13 Aug
|
$1,800 |
Register |
|
13 Sep -
17 Sep
|
$1,800 |
Register |
|
11 Oct -
15 Oct
|
$1,800 |
Register |
|
08 Nov -
12 Nov
|
$1,800 |
Register |
|
06 Dec -
10 Dec
|
$1,800 |
Register |
|
Dubai
|
||
|
11 Jan -
15 Jan
|
$3,900 |
Register |
|
08 Feb -
12 Feb
|
$3,900 |
Register |
|
08 Mar -
12 Mar
|
$3,900 |
Register |
|
12 Apr -
16 Apr
|
$3,900 |
Register |
|
10 May -
14 May
|
$3,900 |
Register |
|
14 Jun -
18 Jun
|
$3,900 |
Register |
|
12 Jul -
16 Jul
|
$3,900 |
Register |
|
09 Aug -
13 Aug
|
$3,900 |
Register |
|
13 Sep -
17 Sep
|
$3,900 |
Register |
|
11 Oct -
15 Oct
|
$3,900 |
Register |
|
08 Nov -
12 Nov
|
$3,900 |
Register |
|
06 Dec -
10 Dec
|
$3,900 |
Register |
| Date & Mode | Cost |
|---|
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