Class of Business 4: Pension Fund Benefits

This comprehensive program equips candidates with expertise in addressing retirement challenges and navigating legal aspects within the South African regulatory framework. Participants will delve into the intricacies of the Pension Funds Act, understand the impact of income tax on retirement funds, and explore roles within the employee benefits industry. The course covers various pension fund benefits, fund structures, and evolving industry trends. Join us to gain insights into the legal, financial, and structural aspects of retirement planning, ensuring informed advice for clients and effective management within the dynamic employee benefits landscape.

Modules:

Module 1: Introduction to Pension Fund Benefits
Module 2: Retirement-Funds Overview
Module 3: Role-Players
Module 4: Types of Products and Service Providers
Module 5: Retirement Fund Structures and Disposition of Pension Benefits
Module 6: Industry Trends and Relationships Between Fund
Module 7: Investment Instructions and Relevant Regulations