STEPHEN ONDARI MOTANYA
Nairobi
Summary
Highly motivated individual with a proven ability to successfully manage complex projects. Skilled organizer adept at defusing problem situations, enabling effective resolution. Collaborative team player who takes pride in completing tasks efficiently. Goal-oriented professional seeking to provide direct consultation to boards of trustees and their selected delegated agents, assisting schemes in achieving administrative and cost efficiency. Committed to helping schemes overcome any obstacles that impede their ability to deliver exceptional service to members.
Overview
16
16
years of professional experience
Work History
Training Facilitator
College of Insurance
01.2020 - Current
- Company Overview: Trustee Development Program Kenya - Governance
- Trustee Development Program Kenya - Governance of Retirement Benefits Schemes.
- Retirement Benefits Regulation.
- Law and Retirement Benefits.
Managing Director
ARROW FINANCIAL SERVICES
05.2017 - Current
- Lead pension training and governance consulting services.
- Provide advisory services for retirement funds in Kenya.
- Train trustees and fund members on compliance, governance, and investment management.
- Offer strategic planning and board evaluation services for pension schemes.
- Ensure optimal pension fund outcomes through regulatory insights and best practices.
Lecturer
Institute of Pension Management
02.2020 - 02.2022
- Company Overview: Strategic Management of Schemes
- Strategic Management of Schemes
- Evaluated and revised lesson plans and course content to achieve student-centered learning.
- Developed and implemented innovative teaching strategies to engage students in lectures and coursework.
Independent Trustee
ICEA LION UMBRELLA RETIREMENT BENEFITS SCHEME
01.2012 - 12.2021
- Develop and maintain key scheme policies
- Oversee scheme operations
- Manage communication to members, employers and other key stakeholders
- Ensure the Scheme assets are well looked after
- Prudently invest the scheme assets
Head, Pension Administration
Kingsland Court Benefits Services Limited
07.2010 - 10.2011
- Attended trustees’ meetings and AGMs
- Oversaw accurate and timely provision of information to clients
- Acted as Secretary to Management Committee
- Assisted in matters relating to Association of Retirement Benefits Schemes (ARBS)
- Offered advisory and training services to the trustees, members and the Sponsor/Founder of the schemes
- Ensured the administration of schemes were in accordance with the provisions of the Retirement Benefits Act, scheme trust deed and rules and all other legal documents related to the schemes
Business Development Manager
Kingsland Court Benefits Services Limited
07.2009 - 06.2010
- Identifying new business areas and formulating business development plans
- Regular reviews of business processes aimed at identifying areas for enhancements to lead to greater efficiency and service delivery
- Maintained detailed process flow records of existing and new projects aimed at ensuring that the implementation is progressed in an efficient and timely manner
- Undertook reviews on behalf of the Managing Director aimed at independent assessment and validation of data
- Assisted in development and regular review of documentation used in the business
- Monitored the flow of information between business functions and the Managing Director aimed at avoiding delays and omissions
Education
Certified Secretary -
KASNEB
01.2025
Certificate - Risk Governance: Engage The Board
Macquarie University
11.2019
Training of Trainers - undefined
College of Insurance
11.2019
Trustee Development Program Kenya (TDPK) - Retirement Benefits
College of Insurance
12.2017
Bachelor of Science - Actuarial Science
University of Nairobi
Nairobi, Kenya06.2009
High School Diploma -
Starehe Boys Centre & School
11.2003
Primary School Education
St Peters Mumias Boys Primary
11.1999
Skills
- Expertise in pension governance and compliance frameworks
- Strong facilitation and training skills for trustees and fund members
- Proficiency in strategic planning and board evaluation for pension schemes
- In-depth knowledge of investment governance and retirement planning
- Excellent communication and stakeholder engagement skills
- Analytical skills for interpreting pension regulations and market trends
- Experience in developing governance and advisory frameworks
- Leadership and team management in consultancy and training projects
Accomplishments
- Successfully facilitated over 100 training courses on pension administration, regulation, and governance across East and Southern Africa, earning recognition as a trusted expert.
- Guided boards of trustees in understanding their fiduciary responsibilities, enabling them to deliver optimal services to scheme members.
- Empowered pension scheme members to recognize the critical importance of retirement planning as a cornerstone of their financial well-being.
Affiliations
Association of Retirement Benefits Schemes (ARBS), Member
Languages
English
Swahili
Personal Information
Title: Pension Consultant
Hobbies and Interests
- Reading
- Traveling
Trainingsconferencesworkshops
- 07/2021, Setting a strategy for retirement benefits provision in a post Covid-19 World, Kingsland Court Benefits Services
- 06/2021, Dynamic Approach in Managing Pension Scheme Stakeholders, Octagon Africa
- 05/2021, Certified Pension Analyst Manager/Trustee Essentials Training, ABMCI/GAFM
- 03/2021, Benefits Administration and Governance Committee Workshop, Institute of Pension Management
- 01/2021, The Fundamentals and Effective Trusteeship training for new Trustees, Institute of Pension Management
- 12/2020, Strategic Planning for Pension Schemes, Kenya Institute of Special Education/Institute of Pension Management
- 11/2020, Role of Committees in Governance, Institute of Pension Management
- 10/2020, 3rd Annual Trustees Forum, Enwealth Financial Services
- 09/2020, Trustees’ Board, Audit, Risk and Compliance Committees and Trust Secretaries Workshop, Institute of Pension Management
- 11/2019, Training of Trainers Course for TDPK, College of Insurance
- 06/2019, 5th Annual ILAM Investment Conference, ICEA Lion Asset Managers
- 07/2018, 4th Annual ILAM Investment Conference, ICEA Lion Asset Managers
- 11/2016, Trustee Development Course Kenya, College of Insurance
- 08/2009, Risk Based Internal Audit, KPMG
Timeline
Lecturer
Institute of Pension Management
02.2020 - 02.2022
Training Facilitator
College of Insurance
01.2020 - Current
Managing Director
ARROW FINANCIAL SERVICES
05.2017 - Current
Independent Trustee
ICEA LION UMBRELLA RETIREMENT BENEFITS SCHEME
01.2012 - 12.2021
Head, Pension Administration
Kingsland Court Benefits Services Limited
07.2010 - 10.2011
Business Development Manager
Kingsland Court Benefits Services Limited
07.2009 - 06.2010
Certificate - Risk Governance: Engage The Board
Macquarie University
Training of Trainers - undefined
College of Insurance
Certified Secretary -
KASNEB
Trustee Development Program Kenya (TDPK) - Retirement Benefits
College of Insurance
Bachelor of Science - Actuarial Science
University of Nairobi
High School Diploma -
Starehe Boys Centre & School
Primary School Education
St Peters Mumias Boys Primary
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