Distribution of Death Benefits


Section 37C of the Pension Funds Act provides for the payment of a retirement fund death benefit to dependants, as defined in terms of the Act, and/or nominees. The process as outlined in terms of Section 37C is often not fully appreciated, nor understood by trustees and one that seems to create disputes between not only the dependants involved, but the trustees at times too.

Key concepts


The course is designed to:

  • Help you understand the legal requirements outlined in Section 37C of the Pension Funds Act. This knowledge ensures compliance with regulations, reducing risk of non-compliance, penalties or legal disputes.
  • Equip you with the knowledge and tools necessary to make informed and fair decisions regarding the distribution of death benefits. You'll learn about the factors to consider, the discretionary powers of trustees, and how to apply these principles in practice.
  • Provide you with a better understanding of the intricacies of Section 37C and help mitigate the risk of errors or oversights in the distribution process, by learning about common pitfalls and best practices, so that you can implement effective risk management strategies to safeguard the interests of both the retirement fund and its members.
  • Provide you with a thorough understanding of Section 37C and the related processes, making you feel more confident in your ability to fulfil your duties as a trustee or administrator of a retirement fund.
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The course consists of 8 modules and will take approximately 5-6 hours of learning time to complete, including assessments and exercises.

What you earn

CPD Hours

Course fees

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Fund Bookings

All costs are per learner and exclusive of VAT. Bulk discounts are available for groups of 5 or more.

The Distribution of Death Benefits course provides trustees, manco's and advisors with sufficient information to understand the process to be followed when distributing death benefits, and more importantly understand the intention behind the legislation. This will assist in educating not only trustees, but subsequently their members in accordance with their requirements.