Trustee Training 7 – Annual Financial Statements

1.5 CPD


Trustees of retirement funds have extensive obligations and duties as per the Pension Funds Act, Regulations to the Act and Pension Fund Circulars issued by the Registrar of Pension Funds. As Trustees are fully responsible for a retirement fund on behalf of its members, they need to understand their obligations and duties in order to act in the best interests of members. In this course we will introduce the role players to a fund, key regulation that impacts on funds and focus on annual financial statements. This course is particularly suited for advisors who deal with employee benefits and retirement fund arrangements as well as Trustees who wish to gain a greater understanding of their duties and obligations.


Focus Area

  • Understand retirement fund role players, key legislation and the duties of Boards of Management (Trustees and the principal officer) as per the Pension Funds Act
  • Demonstrate knowledge on annual financial statements

Who should register?

Financial advisors

CPD information




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