Retirement should be a period of joy, relaxation, and new experiences. The Boresha Maisha Individual Pension Plan offers a flexible, affordable, and transparent pathway to ensure a stable financial future.

Flexible, Managed Income: Adapt your income based on your changing needs. Enjoy the flexibility to choose your income each year and how you want your money invested.

Legacy Building: Should anything happen to you, your nominated beneficiaries will benefit from the remaining funds, ensuring your legacy lives on.

Potential for Growth: Benefit from higher income returns due to underlying assets that generate substantial yields.

Active Monitoring: Stay in the loop. Regularly assess the policy to know your investment's value, helping you plan your regular income.

Transparent Investments: Understand where your money is going and how it's growing.

Flexible Payouts: Adjust your income drawdown based on your circumstances and the performance of your investments.

Last Expense Coverage: In the unfortunate event of your passing, we provide a KSH 100,000 payout to assist with last expenses, ensuring peace during challenging times.

Choice to Transfer: After a minimum of 10 years with the Income Drawdown plan, you can transfer to another provider, offering you flexibility and control.

You have the option of leaving the benefits with the former employer's saving scheme or transferring them into an individual pension/provident fund. The most recommended is to have the funds transferred to an individual pension plan, so that you accommodate the numerous times you may change employment.

• To consolidate your retirement savings in one pool thus giving you the opportunity to monitor the growth of the fund without having to liaise with various former employers
• For easier tracking of benefits in case of death by beneficiaries
• In case of your demise, your beneficiaries will easily access your funds from one point

• Dully Filled application form
• Copy of your ID
• copy of your PIN
• Passport-size colored photo
• Copies of identification for beneficiary (s)

• Complete the Boresha IPP application form and attach all required documentation and a policy number will be allocated to you.
• Fill in a claim/exit transfer form and indicate a policy number, following which we submit to your trustees to start the transfer process.
• Once the funds are received at Liberty Life, we issue you with a policy document for your safekeeping and which you would present to us in case of a claim