A practical checklist to meet RBA’s digitization mandate – securely, efficiently, and without disruption.
Kenya’s Retirement Benefits Authority (RBA) has made its expectations clear: pension schemes must digitize – across records, reporting, governance, data protection, and service delivery. An information management shift is what’s needed—unified systems that connect data to informed decision-making, ensuring information is structured, secure, and readily accessible.
Here is a checklist for Pension Fund Trustees, Administrators, and Service Providers to meet the requirements:
Digitize statutory records
to ensure audit-ready access and electronic return submission
Convert member files into searchable formats
support benefits accuracy and faster claims
Automate key workflows
including benefit processing, compliance tracking, and approvals
Secure personal data
with access controls, audit trails, and policy-aligned protection
Standardize formats and retention rules
to reduce duplication and improve consistency
Digitize board, compliance, and fund reports
for transparent oversight and quick retrieval
Enable backups and recovery
to meet continuity requirements and protect against loss
Unify records across departments and providers
to eliminate silos and improve responsiveness
Metrofile helps you tick every box—digitizing what matters, securing what counts, and aligning your information with exactly what the RBA requires.
Ready to assess your next step? Let’s talk.
