Training on Pension Scheme Fundamentals and Administration
Master pension fundamentals. This course provides key skills for managing and administering retirement schemes effectively within any organization.
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 administration is essential for ensuring the long-term financial security of employees and the stability of retirement benefit schemes. A well-managed pension system enhances compliance, builds trust, and ensures timely and accurate delivery of member benefits.
This programme provides a comprehensive understanding of the full pension scheme lifecycle-from scheme design and regulatory compliance to contributions management, investment oversight, and benefit disbursement. Participants will gain practical insights into administering pension schemes efficiently while ensuring accuracy, transparency, and adherence to regulatory requirements.
Duration
5 Days
Who Should Attend
- Pension scheme administrators and officers
- HR and payroll professionals
- Trustees and pension fund managers
- Finance and compliance officers
- Professionals working in retirement benefits organizations
What you'll walk away with
By the end of this course, participants will be able to:
- Understand pension scheme structures and types
- Administer contributions and member records effectively
- Ensure compliance with regulatory requirements
- Manage benefits processing and payments
- Strengthen governance and reporting in pension schemes
What we cover, module by module
Module 1: Introduction to Pension Schemes & Retirement Systems
- Overview of pension schemes and their importance
- Types of pension schemes (Defined Benefit, Defined Contribution)
- Pension lifecycle and stakeholder roles
- Legal and regulatory frameworks
- Case Study: Pension scheme success vs failure
- Practical: Mapping pension scheme structure
Module 2: Contributions & Member Records Management
- Contributions processing and reconciliation
- Member registration and data management
- Payroll integration and deductions
- Data accuracy and record-keeping systems
- Practical: Managing member records and contributions
- Exercise: Resolving contribution discrepancies
Module 3: Benefits Administration & Payments
- Types of pension benefits (retirement, withdrawal, death benefits)
- Benefit calculations and processing
- Claims management and documentation
- Payment systems and controls
- Case Study: Handling benefit claims
- Practical: Calculating pension benefits
Module 4: Governance, Compliance & Risk Management
- Roles of trustees and governance structures
- Compliance with pension regulations
- Risk management in pension administration
- Fraud prevention and internal controls
- Workshop: Identifying pension risks
- Case Study: Governance challenges in pension schemes
Module 5: Reporting, Customer Service & Scheme Improvement
- Pension reporting and disclosures
- Communication with members and stakeholders
- Customer service excellence in pension administration
- Continuous improvement and best practices
- Capstone Exercise: Pension administration improvement plan
Where the change lands
Individual Impact
- Strong understanding of pension scheme operations
- Improved skills in contributions and benefits administration
- Enhanced compliance and reporting capabilities
- Increased confidence in managing pension processes
Organizational Impact
- Improved accuracy and efficiency in pension administration
- Enhanced compliance with regulatory requirements
- Better member satisfaction and service delivery
- Reduced risks and improved governance
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 Scheme Fundamentals and Administration 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.