Boresha Ustaafu Income Drawdown

Boresha Ustaafu Income Drawdown

4 ways to take advantage of our Income Drawdown

  • You can adapt your income and investments to fit your changing needs and preferences.
  • Ensuring your legacy lives on, your nominated beneficiaries will receive the remaining funds in case of any eventuality.
  • By investing in assets that generate significant yields, you can enjoy greater returns on your income.
  • Assess the policy regularly to determine the value of your investment and plan your income accordingly.



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More about the product

  • 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.

The Product is available to individuals retiring from a retirement fund which allows an Income Drawdown as a retirement option. You will be the owner of the policy. The minimum entry age is 50 years and the maximum entry age is 80 years.

Carry your original ID

  1. Request a quotation from the salesperson.
  2. You can choose the monthly income amount or percentage required, subject to a minimum of 0% each year and a maximum of 12% each year of the investment value.
  3. Accept and sign the quotation.
  4. Complete the application form (attach accompanying documents) and ensure that the purchase premium is paid.
  5. No upfront charges are deducted from the purchase premium before it is allocated to the investment.
  6. Annuity payments are paid on the 25th of every month.
  7. The income will be deducted proportionately as you requested from your portfolio.
  8. You can change the drawdown percentage annually based on your circumstances and the performance of your investment.
  9. All annuitants have a Last Expense Cover of KSH 100,000 payable on the death of the annuitant.

Relevant Documents and Forms

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Here's what our customers say about Boresha Maisha Umbrella Fund

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As an HR Manager, providing a reliable pension fund to our employees is not just a perk, but a promise for their future. 

Timothy, 56
13 years experience