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RETIREMENT BENEFITS AUTHORITY
Safeguarding your Retirement Benefits
Do you have a retirement Plan?
Your future starts now. Join a scheme that fits your requirements as you prepare for retirement
Self Employed. Can I still save for retirement?
There are schemes that are aimed at helping self-employed people save for retirement
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Plan your retirement
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Levy calculator
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Retirement Levy Table

Size of Scheme Fund  (Ksh)

Annual Levy

Rate –  % of Fund

First Shs 500M0.2%
 Shs 500M – Shs 1B0.15%
 Shs 1B – Shs 5B0.1%
> Shs 5B0.05%
Requirements Cost Timeline
Telephone call Free Answer within 15 seconds
Inquiries via written correspondence (letters) /email Free Respond within 5 working days after receipt
Email and social media Free within 1 working day
Visit to our offices:
a) Response to enquiry by walk-in clients Free 1 Minute
b) Attend to walk-in clients with appointment Free Attend to you within 5 minutes
Attend to walk-in clients without appointment Free Attend to you within 10 minutes
Requirements Cost Timeline
a) Inspection of Register
Submit a written request to the Authority Prescribed Fee Within 30 days
Provision of data/information
Submit a written request for information to the Authority Free Within 21 days
Requirements Cost Timeline
REGISTRATION OF SUPPLIERS
Duly filled application form and requisite documents Free 14 working days
PROCESSING OF TENDERS
Submit bids for goods and services Free 90 days
PAYMENT OF SUPPLIERS
Avail invoice/delivery note, copy of LSO/LPO/Contract Free 30 days upon acceptance of goods/services and receipt of required documents
DISPOSAL OF OBSOLETE STORES
Submission of bids Free 60 days from the date of advertisement
PUBLIC PARTICIPATION IN POLICY MAKING PROCESS
Familiarization with issues and active participation Free 1 day
RECRUITMENT OF STAFF
Make formal application based on the advert Free Within 90 days
Requirements Cost Timeline
RESPONSE TO GENERAL PUBLIC COMPLAINTS AND GRIEVANCES
File an official verbal or written complaint in regard to any service rendered by the Authority Free Acknowledge complaint within 1 working day.
RESOLUTION OF GENERAL COMPLAINTS
File an official verbal or written complaint in regard to any service rendered by the Authority Free 14 working days.
Requirements Cost Timeline
File an official complaint or dispute with regards to the running of retirement benefit scheme. Free Acknowledge complaint within 7 working days. Respond to the complaint within 30 working days
Requirements Cost Timeline
Retirement Planning
a) Open Seminars
Register for the scheduled training published on the Authority’s website Free Respond within 7 working days
b) In-house Seminars
Submit a written request to the Authority Free Respond within 7 working days
Requirements Cost Timeline
1. Scheme Member Education
Submit a written request to the Authority Free Respond within 7 working days
2. Employer /organized groups sensitization
Submit a written request to the Authority Free Respond within 7 working days
3. Trustees sensitization
Submit a written request to the Authority Free Respond within 7 working days
4. Service providers sensitization
Submit a written request to the Authority Free Respond within 7 working days
Requirements Cost Timeline
a. Registration of schemes
  • Submit a completed A5 forms for occupational schemes.
  • Submit a completed A3 forms for individual schemes.
  • Form II for umbrella schemes.
  • Submit a completed application form for Income drawn downs
Free Registration within 90 days upon receipt of required documents.
b. Licensing of service providers
i. Fund Managers
A2 for Fund Managers Ksh.50,000 Registration within 90 days upon receipt of required documents.
ii. Custodians
A1 for Custodians Ksh.50,000 Registration within 90 days upon receipt of required documents.
iii. Administrators
A6 for Administrators Ksh.50,000 Registration within 90 days upon receipt of required documents.
iv. Corporate Trustees
1 for Corporate Trustees Ksh.50,000 Registration within 90 days upon receipt of required documents.

“HUDUMA BORA NI HAKI YAKO”

Our Achievements

Safeguarding your Retirement Benefits

Assets under Management
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Registered Individual
Pension Plan
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Custodians
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Administrators
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Registered Pension
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