About This Event
“The scheme that reviews itself every year is the one that lasts.”
A year-opening strategy programme for scheme executives and trustees. It covers post-retirement healthcare fund structuring, the annual scheme strategy review and board self-assessment, and the economic outlook that shapes contribution, investment and benefit decisions for the year ahead.
What You'll Explore
An annual scheme strategy paper covering funding, investment and governance
A completed board self-assessment with ranked actions
A post-retirement healthcare fund structure and reserving basis
A decumulation strategy tested against inflation and longevity
A documented set of planning assumptions for the year ahead
Who Should Attend
Open to all qualifying staff, particularly: Scheme Executives, Trustees, Principal Officers, Senior Members and Sponsor Representatives.
Why This Course Matters
Healthcare Funded Deliberately
Structure a post-retirement healthcare fund, covering contribution design, reserving and governance, so medical costs in retirement are met from a plan rather than from a member's capital.
A Strategy Review With Teeth
Run an annual scheme strategy review and board self-assessment that produces decisions rather than a document, closing out last year's commitments before setting this year's.
Outlook Turned Into Decisions
Translate the economic and asset class outlook into specific contribution, allocation and benefit decisions for the year, with the assumptions written down so they can be tested later.
Programme
09:00
Post-retirement healthcare fund structuring and reserving
You will design a post-retirement healthcare fund, working through contribution levels, the reserving basis, benefit design and the governance it requires, so medical costs in retirement are met from a funded plan rather than from a member's capital. Sessions cover cost trend assumptions, pooled versus individual cover, and the disclosures members need before they rely on it.
11:30
Wealth preservation and decumulation strategy
You will compare decumulation strategies for retired members, testing how withdrawal rates, inflation and longevity interact across a twenty-year retirement, and identifying where preservation and income objectives genuinely conflict. You leave with withdrawal guidance your scheme can give members without straying into personal financial advice.
14:00
Annual strategy review, self-assessment and the year ahead
You will run a strategy review against last year's commitments, complete a board self-assessment, and translate the regional economic outlook into specific contribution, allocation and benefit decisions with the assumptions written down. The day closes with the year's strategy paper defended before an expert panel.
Standards & Faculty Benchmark
OECD Core Principles
OECD Core Principles of Private Pension Regulation covering governance, funding and member protection.
RBA, URBRA & SSRA guidelines
Supervisory requirements for retirement benefit schemes across Kenya, Uganda and Tanzania.
ILO & ISSA guidelines
International Labour Organization conventions and ISSA guidelines on social security administration and member services.
A documented annual review is what allows a board to show that decisions were taken deliberately and revisited.
Is This Right for You?
- ☑You lead a scheme or sit on its board
- ☑Your scheme has no formal annual strategy review
- ☑Members are asking how healthcare in retirement will be funded
Good to Know
The programme is designed as a year-opening session for scheme leadership, usable as the board's annual strategy retreat.
The Bottom Line
Leave with the year's strategy agreed, the assumptions written down and last year's commitments closed out.
Recommended For
Open to all qualifying staff, particularly: Scheme Executives, Trustees, Principal Officers, Senior Members and Sponsor Representatives.