
Core administrative functions
Maintenance of accurate member records, benefits processing, member and Trustees communication and income distribution.

We are licensed and regulated by the Retirement Benefits Authority (Kenya) to provide pension administration services and consulting services. We have put in place a competent, experienced and passionate team with diverse backgrounds ranging from Actuarial Science, law, finance, Economics and Investments.

Maintenance of accurate member records, benefits processing, member and Trustees communication and income distribution.

We ensure scheme compliance with laws, amend scheme legal documents and policies, and provide legal opinions on matters related to the Scheme through our in-house legal team.

We organise board meetings, take minutes during the meetings, and maintain and monitor the action matters arising from Board meetings.

We maintain the books and records of accounts by recording the scheme's assets, income and expenditures, and we also perform reconciliations of scheme records held by the Fund Manager/approved issuer and the Fund Custodian.

We offer training services to scheme members on their rights and obligations in the scheme, benefits structure, financial management and any other relevant areas, at such time and in a manner as agreed from time to time with the trustees.

We empower Trustees with the knowledge and skills they need to fulfil their fiduciary responsibilities.
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We keep it for 24 months.