Petra provides customized pension training for individuals, executive members of companies, staff members and all who need to meet regulatory requirements especially for Trustee knowledge and expertise.

Trustee Training

The Pension Act requires that trustees have appropriate knowledge to execute their duties. Our training programs are designed to empower you with the core trustee skills you need to meet this requirement. Our programs are suitable for new trustees as well as trustees who need to refresh or update their knowledge on particular laws or issues relating to their role.

Executives Training Programs

We believe senior management must be involved in the pension management of their employees because of the risks they are exposed to should things go wrong. We offer tailored education solutions to senior executives so they have the understanding and skills to actively monitor their trustee(s) or trustee boards.

Employee Education Programs and Seminars

The world of pensions can be complex and confusing.  There are times when you need a compass to find your bearings and direction. Our retirement planning seminars will educate your employees and assist them in planning towards their retirement goals. Our team of pension experts interacts with your employees and guides them through their pension planning. We break down the complex pension and investment processes making it easy for employees to know when their decisions and investments are in line with their goals. Call us to arrange a meeting.

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