Pension Fund Strategy, Actuarial Alignment & Policy Compliance for Sustainable Retirement Systems
Venue: Gelian Hotel, Machakos-Kenya
Date: 1st - 6th June 2026
Cost: Kshs. 86,000 / USD 850
CPD points: 10
Overview
Develop sustainable pension fund strategies with this program on actuarial alignment and policy compliance. Participants will learn to design investment strategies that align with actuarial assumptions, manage fund risks, and ensure compliance with regulatory requirements. The curriculum covers pension fund governance, asset‑liability management, actuarial valuations, and member communication. Through case studies and practical exercises, attendees will develop the skills to enhance fund sustainability and deliver promised benefits. This program is essential for pension fund trustees, fund managers, and actuaries.
Objectives
- Understand the roles and responsibilities of pension fund trustees and managers
- Interpret actuarial valuations and their implications for funding and investment
- Design investment strategies that align with liability profiles and risk tolerance
- Implement asset‑liability management (ALM) to match assets with benefit payments
- Monitor and manage pension fund risks (market, credit, longevity, operational)
- Ensure compliance with pension fund regulations and reporting requirements
- Communicate fund performance and strategy to members and stakeholders
- Manage fund expenses and ensure cost efficiency
- Plan for fund sustainability through regular reviews and adjustments
Target Audience
- Pension fund trustees and board members
- Pension fund managers and administrators
- Investment committee members
- Actuaries and consultants to pension funds
- Regulators overseeing pension funds
- CFOs of organizations with pension schemes
- Anyone involved in pension fund governance
Methodology
- Pension fund governance workshops
- Actuarial report interpretation sessions
- Investment strategy design exercises
- Asset‑liability modeling simulations
- Risk management case studies
- Regulatory compliance reviews
- Peer sharing of pension fund challenges
