This workshop gives retirement fund trustees and principal officers an overview of trustee governance and ethical conduct. Topics include the purposes of different retirement fund products, roles and responsibilities of trustees...

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This workshop provides retirement fund trustees and principal officers with an overview of the purpose, content and use of annual financial statements, as well as a high-level analysis of a retirement fund’s recent financial statements....

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This is a tailored workshop delivered as a three-hour half-day workshop. Should funds require tailor-made workshop content which does not fall into one of the above standard workshops, we are happy to engage with the fund to craft workshop content for their particular needs.

For more information about this workshop, please email us