COMPANY PROFILE
IPM
CORPORATE OFFICE
Crescent Business Centre, 6th Floor,
Crescent close, Opp. MP Shah
Hospital, Parklands P.O Box 10034-10000. Nairobi, Kenya
(+254)720-932-998, (+254)715-350-224, (+254)710-350-224, (+254)783-679-714
https://www.ipm.or.ke
[email protected]
© 2019
TABLE OF CONTENTS
- INTRODUCTION. 2
- GOVERNANCE STRUCTURE. 3
- AREAS OF EXPERTISE. 4
- PROFESSIONAL AFFILIATION. 9
- LIST OF SOME MAJOR CLIENTS. 10
1.
INTRODUCTION
The Institute of Pensions Management (IPM) is a Premier institute established to contribute to the growth of the Pension sector. It was established in Kenya in 2016 to promote knowledge management, professional excellence, best practices and integrity
in the practice of Pension management. Indeed, it is one of its kind in East and central Africa. The Institute’s main campus is at Crescent Business Centre in Parklands and a regional office in Lusaka, Zambia.
The institute was founded to bridge the training gaps and promote competence standards necessary in serving the industry; this resonates well with our mantra
Bridge to Greatness.
Since the witnessing of significant augmentation of the pension sector over the last decade; there exist gaps in vocational and professional training that require capacity development and it was against this premise that the Institute of Pension Management
was started.
The installation of the Institute of Pension Management was a key milestone to the Pension and Management industry and its professionals as it was geared towards bridging training gaps and promoting competency standards necessary in service provision to
the members.
VISION
To be the Leading institute in knowledge advancement in the Pension industry in Africa.
MISSION
To promote professionalism through training, research and advocacy in Pension Management.
CORE VALUES
v Collaboration and Engagement: Partner with likeminded institutions and encouraging perspectives that contributes to the growth of the Institute and the pension sector.
v Professionalism: Maintain highest ethical and professional standards in our dealing with staff, customers and stakeholders.
v Integrity: Enforce the highest standards of good governance in its processes and operations.
v Innovativeness: Encourage and promote an environment that nurtures individual and institutional creativity.
v Excellence: Promote outstanding Individual and Institutional performance.
The Institute endeavours to build motivated, productive and effective workforces through our unique learning and transformation programmes. We work with the industry players and other stakeholders on building key business management skills, and have partnerships
with numerous organisations to realise this goal.
More than just courses, IPM programmes are catalysts that can transform the day-to-day business practices of your organisation. Unlike traditional training, IPM uses experiential and action learning to get learners using tools and practicing new skills in
real-time. The results are improved ownership, accountability, collaboration and performance. Our world-class content is combined with coaching, action-learning projects and networking tools to ensure that employees apply what they learn on the job and hold
each other accountable to the highest standards of performance and responsibility.
- PROFESSIONAL COURSES
A) Pension Professional Courses
I) Certified Pension Manager (CPM)
The course is designed for Pension professionals who intend to specialize in all aspects of pension Management. It is structured to equip the trainees with relevant working knowledge skills and attitudes that relate to all functional areas of Pension i.e.
Trusteeship, administration, Investment management, custodial, legal, secretarial, audit and accounting.
ii) Certificate of competency Qualifications
The Institute is offering certificate of competency courses in specialty areas of pension management. Upon completion, a trainee will be awarded a Certificate of Competency Qualification.
a.) Certificate in Pension Administration
b.) Trust Secretary Certificate
c.) Certificate in Pension Fund Investments
d.) Certificate in Custody of Pension Assets
e.) Certificate in Pension Audit and Accounting
iii) Certified Human Resource Professional (CHRP)
The Institute of Pension Management (IPM) offers programs that promote learning, best practice and standards of professional excellence in the practice of Pension and Management in Kenya. The institute became a HRM Professionals Examination Board (HRMPEB)
accredited training and exam centre for the Certified HR Professional (CHRP) in the year 2018. The CHRP (K) certification is a compliance requirement for those working in or aspiring to get into the HR field.
iv) Kasneb Courses
v) Kenya National Examination council (KNEC) courses
vi) Cambridge International College Courses -UK
vi) Executive Certificate courses
These are trainings that purpose to equip managers and service providerswith a comprehensive technical knowledge, skills and attitude necessary to perform their roles in Pension/retirement benefits, Human Resource Management, Scheme Administration and Consultancy,
Investment, Custody, Accounting, Auditing as well as Trust Secretarial.
VII) Short executive courses in Management, HR, financial planning, Estate planning, Wealth creation, insurance and Pension courses.
1.CORPORATE TRAININGS & CONSULTANCY AND EVENTS
The Institute of Pension Management has been committed to provide the highest quality, needs-based trainings to its clients. The training programs have been developed to help adapt and succeed in dynamic business environment. The core objective of our trainings
is to equip, members, trustees, human resources managers and managers at all levels with financial management and business compliance skills that they need to compliment their technical expertise. The trainings are flexible and designed to match clients’ needs,
time and budget.
The institute holds both open and customized (in house) trainings and consultancies, provides consultancy services in human resource management aspects as well as championing and shaping policy making through Annual conferences, Congress, workshops, seminars
and Pension awards.
The consultancies span across;
- Consultancy
- Trustee training
- Duties & liabilities of Administrators training
- Establishments of pension trusts
- Laws relating to pension trusts
- Pension scheme design & strategy
- Claims
- Estate planning
- Considerations
- Appointment of trustees
- Fund Manager
- Custodian
- Administrator
- Legal Drafting
- Written Law
- Trust deed and rules
- Fund management agreement
- Custodial services agreement
- Administration agreement
- Service level agreements
- Different policies in Administration and Management of schemes
- Regulatory framework
- Challenges & Limitations in regulatory work
- Practices in regulatory of schemes
- Powers and duties of a regulator
- Alternative Dispute Resolutions
- Scheme policy preparation and review
- Pension research, advocacy and publications
We have provided training solutions to Kenya, Uganda, Tanzania, Rwanda and Zambia, due to our outstanding track records in delivering responsive high quality courses.
MEMBERSHIP AND AWARDS
The main objective of IPM membership is to bring together pension industry players under the umbrella of the Professional Association.This is to form a platform for providing professionalism through training, research and advocacy in the pension industry
by supporting members in an all-round approach towards their global recognition as competent professionals.A member of the institute will be benefit from; being part of a global network of pension professionals; Access to research, resources and publications
from the Institute and from other members; Participate in national and international forums that are organized by the Institute at discounted costs; Access to technical support from Professionals.The Pension Awards recognises and awards excellence
in innovation and service provision to improve the outcomes of both pension funds and members in the pension sector.
RESEARCH AND ADVOCACY
The Institute carries out research through the stakeholder engagements in seminars, workshops and major events such as annual pension conferences.The research is undertaken through regular stakeholder engagement and trainings. As such we have established
an understanding with different organizations and we are able to conduct surveys on corporate member needs, prepare policy briefs and advocate for policies that are beneficial to the industry. Further, the institute promotes relevant industry research aimed
at shaping policy discussions undertaken for the industry through a number of conferences, and stakeholder management forums. This purposes to develop partnerships required to publish and publicize the pension industry journal,
Conduct survey on individual and corporate members needs, advocate and prepare policy briefs and engage stakeholders to enhance professionalism and knowledge management.
4. PROFESSIONAL AFFILIATION
IPM is proudly affiliated with following local & internationally professional bodies and examination bodies.
5. LIST OF CLIENTS
We are justifiably proud of the excellent associations we enjoy with some of our existing clients and place great importance on building these relationships. We utilize this experience, combined with management expertise and practical skills, to tailor
our services to the precise requirements of our clients and deliver our service in partnership with each client.