About This Event
“A member who crosses a border should not lose a career of contributions.”
A policy programme on the movement of retirement benefits across East African borders. It covers the EAC portability protocols, the tax treatment that decides whether a transfer is worth making, and the regional infrastructure and partnership assets pension funds are increasingly asked to finance.
What You'll Explore
A cross-border position paper for your scheme or ministry
A jurisdiction-by-jurisdiction comparison of retirement benefit taxation
A member-level view of where portability currently breaks down
An appraisal framework for regional infrastructure and PPP proposals
Scheme rule amendments that improve portability without treaty change
Who Should Attend
Open to all qualifying staff, particularly: Policy Makers, Chief Executives, Regional Trustees, Principal Officers.
Why This Course Matters
Portability That Works
Trace what happens to a member who moves between EAC partner states: which rules follow the member, which stay with the scheme, and where the protocols still leave benefits stranded. You leave able to answer the question a mobile member asks before they accept the posting.
Tax Treatment Compared
Compare the tax treatment of contributions, investment income and benefits across partner states, so a cross-border transfer is assessed on the net outcome for the member rather than on headline fund value. The tax line usually decides the answer.
Regional Assets, Real Terms
Assess regional infrastructure and public-private partnership proposals on their contractual cash flows, sovereign exposure and enforcement risk, rather than on the development case put forward by the promoter.
Programme
Day 1 am
EAC portability protocols and member mobility
You will follow a mobile member through the current portability arrangements, identifying exactly where entitlements break down and what scheme rules can fix without waiting for treaty change.
Day 1 pm
Harmonisation of tax treatment for retirement benefits
You will compare contribution, investment income and benefit taxation across the partner states and model the net effect on a transferring member's retirement income.
Day 2 am
Regulatory convergence and supervisory cooperation
You will examine how RBA, URBRA, SSRA and their peers coordinate, and what a scheme must do when it holds members and assets in more than one jurisdiction.
Day 2 pm
Regional PPP assets and strategy paper defence
You will appraise a regional infrastructure transaction from the pension fund's side of the table, testing cash flows and guarantees, then defend a cross-border position paper before an expert panel.
Standards & Faculty Benchmark
EAC protocols & IOPS principles
East African Community pension portability protocols and IOPS principles on cross-border supervision.
ILO & ISSA standards
International Labour Organization conventions and ISSA guidelines on social security coordination.
OECD Core Principles
OECD Core Principles of Private Pension Regulation on investment regulation, diversification and the prudent person rule.
Cross-border work is judged by supervisors in more than one country at once.
Is This Right for You?
- ☑You set policy or scheme strategy across more than one EAC state
- ☑Your members move between partner states during their careers
- ☑You are being asked to finance regional infrastructure
Good to Know
The programme is pitched at policy and scheme strategy rather than day-to-day administration.
The Bottom Line
Leave with a regional position your board can adopt and your regulators in each state can follow.
Recommended For
Open to all qualifying staff, particularly: Policy Makers, Chief Executives, Regional Trustees, Principal Officers.