Pension Fund Management

We’re here to help you build confidence in your financial future after retirement. NCBA Investment Bank manages your funds to ensure an optimal return on investments over the long term, providing you with solutions to address the four critical needs in retirement: Meeting Essential costs, maintaining your lifestyle, preparing for the unexpected and leaving a legacy. All our solutions are in compliance with guidelines issued by the Retirement Benefits Authority.

NCBA Individual Pension Plan (NCBA-IPP)

This is a long-term investment plan geared towards assisting members secure a decent retirement.​

Offered in 3 investment strategies ​

  • Conservative – Predictable interest income
  • Moderate risk – 80% fixed income and 20% exposure to stock ​markets ​
  • Aggressive – 60% exposure to stock markets and 40% ​exposure to Fixed income
    assets

Are you looking to start saving for your retirement or consolidate your pension benefits from your previous employer? This is the plan for You! ​

NCBA Umbrella Pension Fund ​

Umbrella pension funds allow institutions to invest in their staff’s retirement benefits without the need to set up their own retirement benefits schemes. ​

The fund is approved by the Retirement Benefits Authority to receive NSSF Tier 2 Contributions

The NCBA Umbrella Fund also offers a Group Life and Last expense insurance cover for the members.

Segregated Pension Fund Management ​

This is a service for Corporates with Occupational Pension Schemes that are considering changing fund managers. ​