Retirement Funds – Section 37C



A key task a board of trustees face is the allocation and distribution of benefits on the death of a member. This process is governed by section 37C of the Pension Funds Act, but the length of that section in the Act disguises the fact that this is not a straight-forward process. This course will equip you to understand and implement section 37 C.


Focus Area:

  • Understand how to apply section 37 C in a pension fund and implement processes to ensure that all legal requirements can be met and that evidence and records are easily available
  • Define the responsibilities of the pension fund and the trustees in allocating a section 37 C payment
  • Understand the taxation of a section 37 C application.

Who should register?
Retirement fund trustees, employee benefit advisors, financial planners, financial advisors, para-planners, business owners

CPD information
3 CPD points on completion of the course and successful pass of final assessment.

The course is accredited by the FPI and thus qualifies as a verifiable CPD activity towards the accumulation of CPD hours as required by the FSCA.


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