This module focuses on benefits provided through retirement funds, including pension funds, provident funds, preservation funds and retirement annuity funds.

Learners develop an understanding of retirement-fund membership, employer and member contributions, investment of fund assets, retirement benefits, withdrawal benefits, death benefits and disability benefits. The module also addresses beneficiaries, fund rules, preservation of retirement savings, taxation and the different options that may become available when a member resigns, retires or dies.

The training is intended for people who advise on, administer, service or oversee retirement-fund benefits and related financial services.