THE TRUSTEE’S TOOLKIT MASTERCLASS TRAINING PROGRAM
Learn, Lead & Grow Your Pension Scheme
Welcome to the TRUSTEE’S TOOLKIT® Masterclass
This dynamic and comprehensive training program is designed to empower current and aspiring trustees with the critical knowledge, skills, and insights required to effectively lead and manage pension schemes. With expert facilitation and practical, real-life tools, you’ll gain confidence and competence in governance, retirement planning, and personal wellness.
Who is a Trustee?
A trustee is a person or group entrusted with managing a pension scheme or retirement fund on behalf of beneficiaries. Trustees have a duty to act in the best interest of scheme members and ensure transparency, accountability, and integrity in decision-making.
Fiduciary Duties of a Trustee
Trustees are expected to act with loyalty, prudence, and impartiality. This includes safeguarding the assets of the pension fund, making informed decisions, and avoiding conflicts of interest.
Duty of Care of a Trustee
Trustees must demonstrate diligence, skill, and care in all matters of pension scheme governance. This includes staying informed, seeking expert advice when necessary, and ensuring compliance with regulatory requirements.
The Importance of Trustee Wellness
To perform effectively, trustees must be mentally, emotionally, spiritually, and physically well. This program integrates wellness training to support sustainable leadership and sound decision-making.
Leadership and Retirement Governance
Explore the principles of ethical leadership and how they apply to the governance of pension schemes. Gain clarity on roles, responsibilities, and accountability frameworks for successful scheme leadership.
Retirement Planning and Life Management
Understand the realities of retirement and how to prepare for it. This session covers financial planning, lifestyle adjustments, and post-retirement engagement strategies.
What You Will Gain from This Training
- A deep understanding of trustee roles and responsibilities
- Enhanced leadership and governance skills
- Insights into retirement planning and post-retirement life
- Strategies for personal wellness and effective decision-making
- A Certificate of Participation in the TRUSTEE’S TOOLKIT® Masterclass
Why Choose the TRUSTEE’S TOOLKIT®?
This masterclass is uniquely designed to blend technical knowledge with human-centered leadership and wellness strategies. It’s a transformative learning experience for trustees seeking to lead with clarity, confidence, and compassion.
Who Should Attend?
- Pension scheme trustees (individual & corporate)
- HR and finance professionals
- Board members of retirement benefit schemes
- Individuals preparing for leadership in pension governance
- Anyone planning or navigating life in retirement
Course Outline Includes:
- Trustee roles and fiduciary responsibilities
- Ethics, governance, and compliance in pension schemes
- Avoid trial and error: Leadership strategies for board effectiveness
- A healthy trustee is an effective trustee: The mental, emotional, spiritual and physical health dimensions of board trustee.
- Retirement Planning: Transition and management of life in retirement
- Case studies and interactive learning sessions
- Why 70 pc of divorce cases are filed at 50 years: Leadership and midlife crisis
- The financial dimensions of life in retirement
- The ten smart habits of a happy life in retirement
- Monetize your skills and experience in retirement: Developing post-retirement consulting skills
- Identifying board training needs: Principles of trustee board evaluation
Course Investment Details
- Regular Course Fee: KES 35,000 per participant
Special Discounts:
- Early Bird Registration (4 weeks before training):📅 Deadline: Friday, 25th July 2025💰 KES 30,000
- Regular Registration (2 weeks before training): 📅 Deadline: Friday, 8th August 2025 💰 KES 35,000
- Late Registration(1 week before training):📅 Deadline: Friday, 15th August 2025💰 KES 40,000
Payment Details
- Pay via Mpesa Paybill No.: 880100 (NCBA BANK)
- Account number: 755260 (Silversky)
- After payment, share your Mpesa confirmation with John at 0799 311649
For Inquiries & Registration:
📞 Dr. John
0702 970999 / 0799 311649
THE TRUSTEE’S TOOLKIT MASTERCLASS TRAINING PROGRAM
Learn, Lead & Grow Your Pension Scheme
