BLOG 1: Are retirement benefits tax-exempt? A retiree has access to tax free lump sum retirement benefit up to a maximum of Kes. 600,000. Any amount above this will be taxed in a graduated scale as per below table. The tax percentage is based on whether the withdrawal is at the time of retirement or […]
We have heard many customers stories of how they went head-first into buying a retirement plan. But that is a tricky business as it calls for a lot of quick guesswork that might burn your fingers in the end. Proper retirement planning process requires a lot of intricate information sharing before you can make the […]
Are you confused when deciding to save for their retirement? Most people’s concerns when thinking about retirement planning are such questions as; how do I know what amount I will need to live on at retirement? Which pension option should I select? When should I start collecting Pension benefits? How will I pay for my […]
Okay here is the thing, when we are young human capital is one of the most valuable assets we own.Human capital is simply the present value of your total expected future earnings or simply, the return you earn for investing your time and skills in a job or business. Unfortunately it tends to be the […]
How do I get started? All you need is to talk to us, we will guide you in finding a good pension scheme, fill in the application form, submit your KRA Pin copy, ID copy and passport photo and voila! Start your regular payments. How will I make my regular contributions? Based on personal preference […]