Training Programs

Petra Trust’s training programs are designed for the requirements of the following groups

—  Trustee training for all members of the Trustee Board to meet all the regulatory requirements for Trustee knowledge and expertise;

—  Executive training for senior management to ensure that they are properly equipped to play the fiduciary role of selecting and monitoring the performance of trustees; and

—  Retirement planning seminars to educate your employees and assist them in planning towards their retirement goals.

Although the details of the different training programs vary, they all provide insight into the following core topics:

—  Understanding the Pension Act 766

—  Understanding of trustee roles and responsibilities

—  Knowledge of scheme documents

—  Investment basics

—  Asset classes and their role in pension schemes

—  Fund management basics

—  Fund administration basics


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