Training on Pension Liability Management and Funding Strategies
Master pension liability. This course provides key skills to manage financial obligations and implement sustainable funding strategies.
Next intake
20 Jul 2026 · Nakuru
Duration
5 days
Live instruction
Delivery
Physical + Virtual
Cohort based
Level
Intermediate
Working professionals
Certification
NITA reimbursable
For Kenyan cohorts
Language
English
All materials
About this programme
Effective pension liability management is critical for ensuring the long-term sustainability of pension schemes and the security of member benefits. Organizations must balance assets and liabilities, manage funding risks, and adopt sound strategies to meet future obligations.
This course provides a comprehensive understanding of pension liabilities, actuarial valuations, funding methods, and investment strategies. Participants will gain practical insights into managing pension deficits and surpluses, optimizing funding approaches, and aligning liabilities with investment decisions to ensure financial stability and regulatory compliance.
Duration
5 Days
Who Should Attend
- Pension fund managers and administrators
- Trustees and board members
- Actuarial and finance professionals
- Investment and risk management officers
- HR and benefits professionals
What you'll walk away with
By the end of the course, participants will be able to:
- Understand pension liabilities and actuarial concepts
- Apply funding strategies for pension schemes
- Analyze asset-liability matching techniques
- Manage funding risks and deficits
- Support sustainable pension scheme management
What we cover, module by module
Module 1: Understanding Pension Liabilities & Actuarial Fundamentals
- Overview of pension liabilities and obligations
- Actuarial valuations and assumptions
- Defined Benefit vs Defined Contribution liabilities
- Key funding concepts and terminology
- Case Study: Pension liability challenges
- Practical: Interpreting actuarial valuation reports
Module 2: Funding Strategies & Methods
- Funding approaches for pension schemes
- Contribution strategies and funding policies
- Managing deficits and surpluses
- Regulatory requirements for funding
- Workshop: Developing a funding strategy
- Case Study: Underfunded pension schemes
Module 3: Asset-Liability Management (ALM)
- Principles of asset-liability matching
- Investment strategies aligned with liabilities
- Risk-return trade-offs
- Portfolio diversification
- Practical: Asset-liability matching exercise
- Case Study: ALM in practice
Module 4: Risk Management in Pension Funding
- Identifying funding and investment risks
- Longevity, interest rate, and inflation risks
- Risk mitigation strategies
- Stress testing and scenario analysis
- Workshop: Risk assessment and mitigation plan
- Case Study: Managing pension risks
Module 5: Performance Monitoring & Sustainable Funding
- Monitoring funding levels and performance
- Reporting and stakeholder communication
- Governance in funding decisions
- Long-term sustainability strategies
- Capstone Exercise: Pension funding strategy plan
Where the change lands
Individual Impact
- Strong understanding of pension liabilities and funding
- Improved skills in actuarial analysis and ALM
- Enhanced ability to manage pension risks
- Increased confidence in funding decision-making
Organizational Impact
- Improved pension scheme sustainability
- Better management of funding risks and obligations
- Enhanced financial planning and decision-making
- Increased compliance and stakeholder confidence
Dates and locations
Upcoming intakes
Every intake is limited to a small cohort. Booking closes when a date fills or three weeks before the start, whichever comes first.
| City | Starts | Ends | Delivery | Book |
|---|---|---|---|---|
NakuruNext | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kigali | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Accra | 20 Jul 2026 | 24 Jul 2026 | In-Person | Book |
Kisumu | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Johannesburg | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
Dakar | 27 Jul 2026 | 31 Jul 2026 | In-Person | Book |
- NakuruNext
20 Jul → 24 Jul·In-Person
Book this intake - Kigali
20 Jul → 24 Jul·In-Person
Book this intake - Accra
20 Jul → 24 Jul·In-Person
Book this intake - Kisumu
27 Jul → 31 Jul·In-Person
Book this intake - Johannesburg
27 Jul → 31 Jul·In-Person
Book this intake - Dakar
27 Jul → 31 Jul·In-Person
Book this intake
Common questions.
Still not sure? Send us a note and a facilitator will get back to you within a business day.
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Course finder
Find the right course for you
Prefer to talk it through? Send us an enquiry and a facilitator will scope a fit within a business day.
For corporate teams
Training 10+ professionals?
We deliver Training on Pension Liability Management and Funding Strategies in-house at your offices, at a venue we arrange, or fully virtual. Customise the curriculum against your KPIs, and get a bespoke price for the cohort size you need.