ECASSA Institute of Social Protection (EISP)

E C A S S A

CONTACT PERSONSMr. Emmanuel Magoti

PrincipalECASSA Institute of Social Protection (EISP)

P.O BOX 1394, Arusha, TANZANIATel: +255-272-970301

Mobile: + 255 785 422647, +255 715 574157E-mail: principal@ecassa.org

Website: www.ecassa.org

Mr. Nelson NdifwaRegistrar

ECASSA Institute of Social Protection (EISP) P.O BOX 1394, Arusha, TANZANIA

Tel: +255-272-970301: Mobile: + 255693332200, +255757303089

E-mail: ndifwan@ecassa.orgWebsite: www.ecassa.org

3. Provide an overview of the evolution of the systems of pension & provident funds: Country Cases in East Africa, Latin America & eastern Europe.

4. Identify the lessons and experiences of pension reforms from country cases in East Africa, Latin America & Eastern Europe.

3. TARGET AUDIENCE

Senior Management, Board of Directors/Trustees and Directors of both public and private pension bodies.

First-line and middle level managers and technical and non-technical staff of both public and private organizations and professional bodies.

NGOs, Community Organizers & Informal sector operators.

Private individuals.

4. REGISTRATION

Registration for this course is currently open and will continue until 10th April 2021. Participants are required to complete registration at ECASSA website at http://..............or through formal contacts in the below address.

5. PAYMENT DETAILS

Payments have to be made through the following bank account(s);Bank Name: Azania Bank– Arusha Business Centre, TanzaniaName of Account: ECASSA Institute of Social ProtectionAccount No. (USD): 022010001729Swift Code: AZANTZTZ

6. TENTATIVE TRAINING SCHEDULE

TIMEDAY 1:

TUESDAY27/04/2021

DAY 2: WEDNESDAY28/04/2021

DAY 3: THURSDAY29/04/2021

11:00 AM –

02:00 PM

PSA_01: Typology of Pension Schemes

PSA_03: Financing Systems

PSA_04: Pension Delivery Mechanisms

LUNCH BREAK

03:00 – 05:00

PM

PSA_02: Design Options for Pension

PSA_03: Financing Systems

PSA_05: Pension Reforms

05:00 PM

– FF

TAKE HOME ASSIGNMENT 1

TAKE HOME ASSIGNMENT 2

TAKE HOME ASSIGNMENT 3

ONLINE CAPACITY BUILDING TRAINING ON

“THE ADMINISTRATION OF PENSION SCHEMES”

DURATION: Three DaysDATE: 27th – 29th April 2021

FEES: USD 300 Per Participant

15:00 - 17:00

17:00 – 19:00

19:00 PM – FF

1. BACKGROUND TO THE COURSE

tradition of military pensions. The concept of ceasing to work in later life did not begin to spread to the rest of the workforce until the 19th century. Today, we think of a pension, in all the complexity of its different classes, as a series of payments to be made to workers after the end of their working years.

The “Pension Schemes Administration” course is crucial for workers of all walks of life, but more so for all staff of public and private pension schemes as a whole. The course equips participants with knowledge and skills on the functioning and governance of different types of pension systems, including their legal, legislative and regulatory frameworks as well as

and reforms. This is a very detailed, comprehensive and intensive three day’s course

modules of the course are;

1. PSA 01_Typology of Pension Schemes2. PSA 02_3. PSA 03_4. PSA 04_Pension Delivery mechanisms –

including issues of recruitment, compliance &

5. PSA 05_Evolution of Pension Reforms: Case study of recent pension reforms in East Africa & Eastern Europe.

NB: (i) the abbreviation PSA denotes “Pension Schemes Administration.” (ii) the codes 01, 02……..denote the module number in the cognitive level. (iii) the names that follow the codes are the typical module names in this course.

2. TOPICS & LEARNING OUTCOMES

Module No.1: PSA 01_Typology of Pension SchemesAt the end of this module, participants should be able to do the following;

1. Distinguish between public Vs private pension schemes

2. Explain the advantages and disadvantages of public vs private pension schemes.

3. Distinguish between DB, DC & NDC schemes and explain the relevance of each one of them.

4. Illustrate the conceptual framework of pension systems.

5. Appraise the methods of protection in public pension schemes.

6. Present the factors/criteria for determining the retirement age.

7. Present the different methods of pension calculations.

Module No.2: PSA 02_ Design Options for Pension

At the end of this module, participants should be able to………….

1. Explain the main contingencies to be covered by the pension scheme.

2. contingency.

3. Present the minimum qualifying conditions for

4. Recognize eligible members of the pension scheme.

5. Understand the application of scheme’s legislations, policies + social security international standards (including Conventions, Principles &

Module No.3: PSA 03_ Financing Systems of Pension

At the end of this module, participants should be able to…………..

1. Understand the expenditure patterns of a pension scheme throughout the life cycle of the scheme.

2. Calculate contribution rates under different

3. Explain the work of an Actuary & describe the objectives and methodology for Actuarial assessments.

4. Interpret the Actuarial report.5. Explain the techniques for adjusting pensions. 6. Explain the social security investment principles

& guidelines and demonstrate the investment portfolio for the Pension Fund assets.

7. and demonstrate in which markets should the assets of the Pension Fund be invested.

8. Explain the impact economic fluctuations on the sustainability of pensions.

Module No.4: PSA 04_Pension Delivery mechanisms At the end of this module, participants should be able to…………..

1. Explain the mechanisms for enrolment of members and contribution collection.

2. Understand the challenges pertaining to the

3. Understand how to factor in administrative costs.4. Comprehend different techniques for data

administration to achieve data integrity.5. Explain legal and regulatory requirements for data

governance.6. Appreciate the importance of MIS for Pension

Schemes.7. Recognize data operational challenges and

improvement strategies.

Module No.5: PSA 05_Evolution of Pension ReformsAt the end of this module, participants should be able to…………..

1. Explain the need for pension reforms.2.

pension reforms.