PENSIONS, GOVERNANCE & REGULATION
“Strengthening Pension Systems Through Effective Governance and Regulatory Compliance”
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 04 – 05 Mar 2026 | Kuala Lumpur, Malaysia | USD 1995 per delegate |
Course Introduction
Effective pension system governance is critical to ensuring financial security for retirees, while also maintaining the stability and sustainability of national and corporate retirement schemes. This course provides a focused look into best practices for pension governance, regulatory compliance, and the management of fiduciary responsibilities.
Participants will explore evolving global pension standards, the role of trustees and boards, regulatory frameworks, risk oversight, and the intersection of pensions with ESG, investment policy, and transparency. Through case studies and practical exercises, attendees will gain actionable insights to enhance governance performance and regulatory alignment.
Course Objectives
By the end of this course, participants will be able to:
• Understand the principles of sound pension governance and fiduciary duty
• Analyze global pension regulatory frameworks and their local implications
• Evaluate the roles and responsibilities of pension fund boards and trustees
• Apply governance practices that align with ESG, risk, and compliance standards
• Strengthen oversight, reporting, and audit processes within pension systems
Key Benefits of Attending
• Improve the strategic governance of pension schemes
• Understand current regulatory expectations and future trends
• Learn how to identify and mitigate governance risks
• Explore practical case studies on pension reform and governance failures
• Build capacity in trustee and board oversight
• Position your organization for long-term sustainability and compliance
Intended Audience
This program is designed for:
• Pension scheme trustees and board members
• Pension and retirement fund managers
• Governance and compliance officers
• Regulatory professionals and legal advisors
• Finance and HR executives with pension oversight responsibilities
• Policy makers and advisors in social protection and pensions
Individual Benefits
Key competencies that will be developed include:
• Understanding of governance frameworks for pensions
• Regulatory interpretation and application skills
• Risk oversight and fiduciary responsibility
• ESG integration into pension strategy
• Strengthened decision-making in trustee roles
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Enhanced governance performance in pension oversight
• Improved compliance with local and international regulatory standards
• Better alignment of pension fund operations with risk and ESG principles
• Strengthened trustee board function and accountability
• Increased confidence in stakeholder reporting and transparency
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – Deep dive into pension governance models and regulatory requirements
• Case Studies – Real-world pension reform efforts and compliance outcomes
• Workshops – Role-based exercises on trustee decisions and compliance reviews
• Peer Exchange – Group discussion on emerging pension challenges and innovations
• Tools – Templates for board charters, governance checklists, and compliance tracking
Course Outline
Training Hours: 7:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Governance Frameworks and Roles in Pension Management
- Module 1: Fundamentals of Pension Governance (07:30 – 09:30)
• Principles of good governance and fiduciary duty
• Governance structures for public and private pension schemes
• Roles of trustees, boards, and fund managers - Module 2: Regulatory Landscape and Compliance (09:45 – 11:15)
• Overview of global pension regulation (OECD, IOPS, local context)
• Legal responsibilities of pension funds and trustees
• Key compliance obligations and audit processes - Module 3: Investment Governance and ESG (11:30 – 01:00)
• Integrating ESG into pension investment policy
• Governance considerations for investment committees
• Case studies on responsible investing in pension funds - Module 4: Workshop: Evaluating Governance Practices (02:00 – 03:30)
• Group analysis of a pension governance failure
• Lessons learned and corrective strategies
Day 2: Risk Management, Transparency, and Board Effectiveness
- Module 5: Risk Governance in Pension Systems (07:30 – 09:30)
• Identifying key risks in pension operations
• Internal controls and risk oversight mechanisms
• Crisis response and regulatory interventions - Module 6: Enhancing Transparency and Accountability (09:45 – 11:15)
• Disclosure obligations and stakeholder reporting
• Performance metrics and board effectiveness assessments
• Use of technology and dashboards in pension governance - Module 7: Board Evaluation and Trustee Development (11:30 – 01:00)
• Trustee selection, training, and succession planning
• Conducting effective board evaluations
• Governance charters and codes of conduct - Module 8: Capstone Discussion & Action Planning (02:00 – 03:30)
• Key takeaways and organizational application
• Developing a governance improvement plan
• Final Q&A and participant presentations
Certification
Participants will receive a Certificate of Completion in Pensions Governance & Regulation, validating their capability to oversee, regulate, and improve pension governance systems in line with international best practices