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Globetec Umbrella Retirement Benefits Scheme

  • August 26, 2025
  • 223 Views

Product Description

GURBS is a solution developed for small and medium-sized enterprises (SMEs), employers, and organizations that want to offer high-quality retirement benefits to their employees—without the complexity or cost of setting up a standalone scheme.

What is an Umbrella Retirement Scheme?

An umbrella scheme allows multiple employers to participate in a single, professionally managed retirement benefits plan. By pooling assets under one umbrella, participating employers and their employees benefit from:

  • Lower administrative and investment costs
  • Access to expert fund management
  • Enhanced investment diversification
  • Simplified compliance and reporting
  • Flexible plan design based on employer needs
Technology-Driven Administration

GURBS is anchored on a robust, cloud-based investment and fund administration system that guarantees efficiency, security, and transparency.

Our Investment Philosophy

Inspired by value-oriented, long-term strategies, our investment philosophy prioritizes:

  • Consistency over speculation
  • Diversified, risk-managed portfolios
  • Sustainable growth tailored to retirement timelines

GURBS is managed by a highly experienced investment team with a combined track record of over 60 years in local and global markets.

Licensed. Compliant. Transparent.

GURBS operates under full approval of Kenya’s Retirement Benefits Authority (RBA) and is governed by the highest standards of accountability, fiduciary responsibility, and regulatory compliance.

Why Choose GURBS?

At Globetec, we believe retirement planning is more than just compliance—it’s a long-term commitment to your team’s financial well-being. GURBS combines market best practices, modern technology, and a performance-driven investment strategy to deliver consistent, above-average returns.

Key Features:

  • Professional Oversight: Scheme assets are managed under the stewardship of independent Trustees, a Fund Manager, an Administrator, a Custodian, and an Auditor.
  • Cost Efficiency: Shared resources drive down per-member costs, ensuring more value goes toward actual investments.
  • Transparent Reporting: Employers and members enjoy 24/7 access to statements, performance reports, and transaction histories via secure online portals.

Flexible Onboarding: Whether you have 2 employees or 200, GURBS offers tailored onboarding support for a seamless experience.

Who Should Join?

GURBS is ideal for:

  • SMEs and startups seeking to offer retirement benefits without setting up standalone schemes
  • Associations and cooperatives looking for scalable, regulated solutions
  • Employers seeking a compliant, fully managed pension plan
  • Employees and self-employed individuals planning for a secure financial future
Ready to Join?

Whether you’re an employer looking to enhance your benefits offering or an individual planning for long-term financial security, GURBS provides the flexibility, reliability, and professionalism you need.

Talk to Us Today
📧 in**@*********co.ke
📞 +254 43 408 922
🌍 www.globetec.co.ke

contact us

Let’s discuss your investment goals and explore how the Globetec Umbrella Retirement Benefits Scheme can contribute to your overall portfolio diversification and long-term financial success.

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