Pension Administration

Pension Administration

As a leading Pension Administrator and a Pioneer in the Kenyan Market we offer a the full range of administration services and are committed to delivering real customer satisfaction. Our Range of services in this area would include but not be limited to;

Advisory function
Interpretation of legislation and scheme documentation:

  • Impact of proposed legislation on a scheme
  • Dealing with day-to-day issues
  • Advising on scheme design issues in relation to the employer’s benefit strategy
  • Advice and assistance with disclosure regulations
  • Preparation of the draft trustee’s annual report and the associated member communication

Management of schemes
These services include:

  • Liaison with other service providers to the scheme to ensure delivery within specified and legislative timescales
  • Project management and co-ordination of special exercises
  • Secretarial

A comprehensive service, using our experienced consultants, that ensures your trustee business is handled effortlessly These services include:

  • Preparation of the agenda and the supporting papers for trustee meetings
  • Attendance at meetings
  • Preparation of minutes and subsequent action points and, if required, ensuring action points are completed

Additionally, on behalf of clients, we fulfill the important role of providing member communications in the form of Annual General Meetings and members information booklets.

Trustee training 
Our tailor made trustee training course is ideal for new trustees (even before appointment), or for seasoned trustees looking for a ‘refresher’. This course may be offered on a need arising basis or collectively to all our clients, giving delegates the opportunity to network, and benefit from each other’s varied knowledge and expertise.