Identifying Key Stakeholders in Pension Funds

Course Overview

This course explores the critical process of identifying, categorizing, and engaging stakeholders within pension fund governance. Learners will understand how effective stakeholder mapping contributes to sound decision-making, transparency, and accountability in pension scheme operations. Through practical examples, the course highlights how trustees and fund managers can balance competing interests to enhance trust, compliance, and long-term sustainability of pension schemes.

Key Topics

• Understanding who pension fund stakeholders are and why they matter

• Categories of stakeholders in pension schemes (internal and external)

• Techniques for stakeholder identification and mapping

• Assessing stakeholder influence, interest, and power

• Communication and engagement strategies for key stakeholders

• Managing conflicting stakeholder expectations

• The role of trustees in fostering stakeholder relationships

• Linking stakeholder management to good governance and sustainability