Retirement Funds – Section 37C online course
A key task a board of trustees face is the allocation and distribution of benefits on the death of a member. This process is governed by section 37C of the Pension Funds Act, but the length of that section in the Act disguises the fact that this is not a straight-forward process. This course will equip you to understand and implement section 37 C.
Focus Area:
- Understand how to apply section 37 C in a pension fund and implement processes to ensure that all legal requirements can be met and that evidence and records are easily available
- Define the responsibilities of the pension fund and the trustees in allocating a section 37 C payment
- Understand the taxation of a section 37 C application.
Who should register?
Retirement fund trustees, employee benefit advisors, financial planners, financial advisors, para-planners, business owners.
Online course details
Online course registration
Enrolments will be processed from Monday to Friday.
The delegate will be linked to online access on MyMBSE, after payment is made and the registration and enrolment is finalised by Moonstone Business School. Three business days should be allowed for this process to be completed initially.
Once successfully enrolled, all course materials and assessments become available.
The delegate will have access to their online course for 3 months from date of access, and will be able to work through the course and complete assessments during this period.
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