Academic literature on the topic 'Occupational pension regulation'
Create a spot-on reference in APA, MLA, Chicago, Harvard, and other styles
Consult the lists of relevant articles, books, theses, conference reports, and other scholarly sources on the topic 'Occupational pension regulation.'
Next to every source in the list of references, there is an 'Add to bibliography' button. Press on it, and we will generate automatically the bibliographic reference to the chosen work in the citation style you need: APA, MLA, Harvard, Chicago, Vancouver, etc.
You can also download the full text of the academic publication as pdf and read online its abstract whenever available in the metadata.
Journal articles on the topic "Occupational pension regulation"
1
Autenne, Alexia. "Occupational pension funds." European Journal of Social Security 19, no. 2 (June 2017): 158–71. http://dx.doi.org/10.1177/1388262717712152.
Full textAbstract:
This article reviews the orientation of the European regulation on pension fund governance in the international context of the OECD’s recommendations. It outlines the features judged to be essential for a sound private pension scheme’s governance. It then describes the orientation of the European regulations in this area and sets out some criticisms. The focus is on private sector ‘defined-contribution’ occupational pension plans managed by a pension fund, in light of the shared perception that the ‘governance’ issue is particularly sensitive for these types of schemes.
2
Dovhan, Zhanna, and Igor Kravchuk. "MODERN TRENDS OF PRIVATE PENSION INSTITUTIONS DEVELOPMENT IN THE EUROPEAN UNION." Economic Analysis, no. 27(4) (2017): 124–32. http://dx.doi.org/10.35774/econa2017.04.124.
Full textAbstract:
Introduction. Current demographic trends and social and economic models initiate the challenges regarding the possibility of adequate pension provision of the population in many European countries. International organizations forecasts confirm the need to diversify the sources of pension benefits to the population by accelerating the development of private pension institutions. At the same time effective regulation environment of pension assets management should be provided. It must be done because of their important social value and interrelationship with financial markets, in particular in the aspect of their stable functioning. Purpose. The article aims to identify the key elements of the financial institutions functioning regarding pension assets managing in the European market. They can be determinants of the intensification of regulation modernization of private pension sector in terms of social and financial stability. Method (methodology). Structural and dynamics and correlation analysis of the private pension institutions activities in the European financial market have been considered in this research. Results. The features of EU private pension systems modern trends have been determined. They indicate an increase in financial fragility (in some countries) through the predominance of structures with a defined benefit among occupational pension programs. They also show a growth of share of more risky investments in the instruments of collective investment institutions in the structure of pension investment portfolios, high concentration of cross-border pension assets, sensitivity to cross-border contagion, taking into consideration the low values of home bias and the strategies homogeneity. Low levels of private pension programs coverage of the population, as well as a minor role in the economy (the ratio of pension assets to GDP) in many EU countries demonstrate the feasibility of stimulation the financial industry development. The key characteristics determine the necessity of development of prudential regulations (reduction of pension systems fragility), and stimulation regulations (standards implementation for the development of pan-European personal pension products, which will be standardized by main characteristics).
3
Trunova, Galina. "Some problems of reforming the pension system in Ukraine." Legal Ukraine, no. 9 (October 30, 2020): 75–79. http://dx.doi.org/10.37749/2308-9636-2020-9(213)-8.
Full textAbstract:
The article, based on the analysis of the past stages of reforming the pension system, current pension legislation and law enforcement practice in this area, considers the problems and prospects of reforming the pension system in Ukraine. Conclusions were made and separate proposals were made on the need for a comprehensive approach to the process of reforming the pension system in Ukraine in order to establish a decent level of pension provision for citizens and guarantee the implementation of pension rights. Emphasis is placed on the need for legal regulation of the pension system at the level of law in accordance with the provisions of Article 92 of the Constitution of Ukraine and the termination of the practice of administrative regulation. The necessity of improving the solidarity pension system (pay-as-you-go) in the direction of establishing international legal standards for determining the amount of pension, simplifying the procedure for its appointment, increasing the role of insurance experience is substantiated. There are reservations about the possibility of introducing a funded pension system due to the negative experience of other states and the lack of a properly developed system of state guarantees for the stability of such a system. The importance of protecting a certain category of people from occupational risks in the work environment has been proven by introducing mandatory pension insurance through occupational and corporate pension funds. Conceptual issues of pension provision are perhaps the most relevant in modern Ukrainian society and in the world as a whole. At the same time, pensioners in Ukraine remain one of the most vulnerable social groups. The level of poverty remains high among people of retirement age due to the low level of pension provision, which indicates the need for further systematic improvement of pension legislation, which, on the one hand, would establish a decent level of pension provision, and on the other – guarantee citizens access to pension rights. Key words: reform, pension, joint pension system, accumulative pension system, Pension Fund.
4
Daykin, C. D. "The Regulatory Role of the Actuary." British Actuarial Journal 5, no. 3 (August 1, 1999): 529–74. http://dx.doi.org/10.1017/s1357321700000568.
Full textAbstract:
ABSTRACTThe actuary has played a role in regulation in the United Kingdom since 1819. More recently, in 1974, the Appointed Actuary system was introduced for life insurance companies, backed by strong professional guidance. Derivatives of the Appointed Actuary concept have been implemented in a number of other countries. Meanwhile, in the UK, defined benefit occupational pension schemes are now required to appoint a Scheme Actuary, who has a statutory whistle-blowing role under the Pensions Act 1995. A number of statutory roles for pension actuaries were in place prior to this. In general insurance, Lloyd's syndicates are now required to obtain an actuarial opinion on the end of year provisions, as part of the Lloyd's market regulatory structure, and friendly societies must obtain an actuarial opinion on their technical provisions once every three years. This paper reviews some of the different regulatory roles of the actuary in the UK, draws some comparisons with the situation in other countries, considers the strengths and weaknesses of the present situation and invites debate and discussion on the way forward in order to optimise the contribution which the profession can make to the public interest in the field of regulation.
5
Knyazkova, Liubov, and Ivan Ivanov. "SOME ISSUES OF PENSION PROVISION FOR POLICE OFFICERS." Law Journal of Donbass 73, no. 4 (2020): 44–52. http://dx.doi.org/10.32366/2523-4269-2020-73-4-44-52.
Full textAbstract:
The article deals with the research of the issues of pension provision for police officers as a component of their social security. Since the category of police employees is new to Ukraine, its significance for labour law and, accordingly, the value of the police for the society, whose citizens they protect, has been characterized. An analysis of statutory acts regulating the pension provision for law enforcement bodies' employees has been carried out. The concept of a seniority pension for police officers has been defined as a monthly payment from the Pension Fund of Ukraine intended to compensate for lost pay and allowances and granted upon resignation for the purpose of maintaining living standards of citizens having the seniority of a specified duration in law enforcement bodies, the National Police, the Court Protection Service, the State Fire Protection Service, the State Service of Ukraine for Special Communications and Information Protection, bodies and divisions of the Civil Protection Service, the Tax Police or the State Penitentiary Service of Ukraine, whose occupational incapacity is presumed to set in before they reach the retirement age established by law for awarding an old-age pension. The author proposes the adoption of a new law on pensions precisely for police officers. For in contrast to the definition of Militia (the name the police were called in the Soviet Ukraine and during a number of the post-Soviet years) as an armed body of the executive branch, the Law of Ukraine "On the National Police" defines the police as a central body of the executive branch that serves the society by ensuring the protection of human rights and freedoms, combating crime, maintaining public security and order. According to the author, the legal regulation of the pension provision for servicemen and police employees by a single statutory act (law) does not correspond to the realities of today. Conclusions have been formulated on supplementing the Law of Ukraine "On the National Police" with the provision that restrictions of guarantees of social and legal security of the law enforcement bodies' employees shall not be allowed when adopting laws and bylaws, as well as when making decisions by law enforcement agencies of the state. Special attention has been paid to calculating the amount of police officers' seniority pension. The procedure for determining the amount of pension depending on the length of service has been analysed. The author believes that lowering the limit of the seniority pension for law enforcement bodies' employees, including police employees, initially from 90 down to 80 per cent and then from 80 down to 70 per cent of their pay and allowances is a violation of the Constitution of Ukraine. Constitutional rights and freedoms are guaranteed by the state and cannot be revoked when adopting new laws or amending existing ones. No narrowing of the content and scope of existing rights shall be allowed. The author proposes to work out a new Procedure for recalculating pensions granted to police officers. Outdated statutory acts governing the procedure for recalculating pensions granted to law enforcement bodies' employees contain controversial provisions, have conflicting points, do not comply with the Constitution of Ukraine and the realities of today, and are therefore subject to repeal.
6
Krajewski, Marcin. "Staff Representation Rights Related to The Creation Of Employee Capital Plans (PPK)." Acta Universitatis Lodziensis. Folia Iuridica 95 (March 30, 2021): 123–33. http://dx.doi.org/10.18778/0208-6069.95.11.
Full textAbstract:
The article presents the role of the staff representation under the Act of 4 October 2018 on Employee Capital Plans. Employee Capital Plans (PPK) are the part of third pillar of polish pension system. By creating the PPK, the legislature placed the staff representation and the employer under an obligation to co-decide on the form of the created capital plan. The method of identifying the staff representation, as defined in the Act on Employee Capital Plans, is modelled on the regulation contained in the Act on Occupational Pension Schemes. The Act on Employee Capital Plans states, that an occupational trade union organisation operating within the premises of the company excludes the competence of representation of employees. The legitimacy of the primacy of the trade union over the non-union representation of the staff stems, first of all, from the possibility of guaranteeing the employees’ effective participation in the selection of the financial institution.
7
Mudrack, Gerhard. "THE CURRENT TAX SITUATION OF OCCUPATIONAL PENSIONS AND PAN‐EUROPEAN PENSION FUNDS." Journal of Business Economics and Management 8, no. 1 (March 31, 2007): 45–49. http://dx.doi.org/10.3846/16111699.2007.9636151.
Full textAbstract:
The main tax obstacle to the functioning of pan‐European pension funds is the exclusion from tax relief of cross‐border contributions. Many Member States have eliminated this obstacle or have announced that they will do this soon. The few Member States which may wish to continue the discrimination against foreign funds may find it very difficult to explain to the ECJ why they cannot do what so many other Member States already have. The conclusion of this article is, therefore, that for most situations, the main tax obstacle for pan‐European pension funds will be eliminated after the implementation date of the Pension Fund Directive, that was by 23 September 2005. The Pension Fund Directive includes the assumptions for a cross‐border activity of company pension funds. Among the existing national regulations of the setting of the systems of old age pensions the member states have to allow domestic companies in line with the Pension Fund Directive to be institution of foreign pension funds, which are licensed in other member states.
8
Diakovych, Lina. "Problematic aspects of the regulatory and legislative framework for calculating pensions in Ukraine." Herald of Ternopil National Economic University, no. 2(92) (March 3, 2019): 71–80. http://dx.doi.org/10.35774/visnyk2019.02.071.
Full textAbstract:
Introduction. In order to further move towards the European Economic Area, Ukraine needs to take pension reform measures. Pension provision in Ukraine has to be profoundly reformed in terms of regulatory and legislative framework for calculating pensions in Ukraine. What is of particular importance is improving Ukraine’s laws and methods for calculation and pension payments to citizens. Another important focus of the reform agenda is to define categories of people eligible for old-age pensions, disability pensions, and long- service pensions. Purpose. The purpose of the article is to interpret the regulatory and legislative framework for calculating pensions in Ukraine; to describe changes in pension payments before and after the reform was implemented; to highlight ways of improving pension payments in terms of regulations and legislation. Methods. The research methods used in the article include: analysis; comparison; historical method to consider the legislative framework for calculating pensions at different periods of time. Results. The regulatory and legal framework for calculating pensions in Ukraine is a complex system comprising the Constitution of Ukraine, the Laws of Ukraine, the Labour Code of Ukraine, decrees, Presidential decrees, International agreements and laws of the USSR. Some of these regulations and legislation need to be revised and amended in order to bring them in line with contemporary practices and modern standards. It is claimed that since 2017, Ukraine’s government has been implementing the pension reform aimed at relieving the pressure on the working-age population and improving living standards for retired people. In particular, the retirement age has been raised, eligibility criteria for preferential pensions have been revised, and methods for calculating pensions have been changed. The Ministry of Social Policy of Ukraine argues that the new pension reform is expected to enhance social, labour and post-retirement relations, to increase tax revenues through reporting real salaries, to develop a framework of social justice when calculating pensions. The author points out that the regulatory and legislative framework for calculating pensions is outdated at this stage and it requires changes. The considered changes are as follows: the establishment of a working group for entitlement of preferential pensions; the introduction of wage differentials by industries and occupations; the increase of pensions in line with inflation and age; the implementation of notional defined contribution pension system; the introduction of the new Labour Code and Pension Code, which are expected to regulate labour and post-retirement relations and meet modern standards. It is also indicated that continued employment should be enforced by legislation and a system of granting advantages and social security benefits to those who retire later needs to be developed. In terms of legislation, sufficient regard should be given to non-state pension schemes, defined contribution pension systems, and the principle of fairness when it comes to pension entitlements. It is also crucial to adjust pension amounts and retirement age to align with the sustainability ratio and the average life expectancy. Discussion. Further research of regulatory and legal framework for calculating pensions in Ukraine should be focused on the development of the Pension Code and improvement of the existing laws relative to pension calculation and payment. The author also suggests differentiating minimum wages by industries and regions and countering the illicit labour market and campaigning against payments ‘in envelope’, because official wages are the basis for calculating pensions.
9
PEETERS, HANS, and WOUTER DE TAVERNIER. "Lifecourses, pensions and poverty among elderly women in Belgium: interactions between family history, work history and pension regulations." Ageing and Society 35, no. 6 (February 25, 2014): 1171–99. http://dx.doi.org/10.1017/s0144686x14000129.
Full textAbstract:
ABSTRACTThe precarious financial situation of many elderly women in developed countries is well established. Nevertheless, in-depth insight into the persistent vulnerability of this group remains largely absent. In this article, we demonstrate how a specific focus on the interaction between work history, family history and pension regulations can provide greater insight into the mechanisms that produce poverty among elderly women in Belgium. To that end, we make use of register data on some 9,000 women aged 65–71. Data on the poverty risk of these women is linked to career and family data, spanning over 45 years. We find that pension policy can indeed account for the higher poverty risk of some groups of elderly women (e.g. divorcees) as compared to others (e.g. widows). Similarly, pension policy can, to a large extent, directly or indirectly explain how previous lifecourse events, such as marital dissolution or childbirth, affect old-age poverty risk. However, our study also reveals some unexpected findings. Most notably, pension regulations fail to account for the beneficial situation of married women. Indeed, our analyses suggest that capital (income) may prove more decisive than pension rights in explaining the low poverty risk of married women when compared to other marital groups. Drawing from our findings, we conclude with some suggestions as to where pension policy should go from here.
10
Jarmołowicz, Wacław, and Tomasz Sikora. "The Pension Provison Scheme for Professional Soldiers in Poland : the Background, Efficiency and Prospects." Olsztyn Economic Journal 11, no. 1 (March 31, 2016): 17–28. http://dx.doi.org/10.31648/oej.2878.
Full textAbstract:
Our objective has been to review, analyze and evaluate the pension scheme for professional soldiers and their family members in Poland, including the current legal regulations governing this area. The unique legal status of the armed forces in Poland has always been associated with the commonly held belief that professional soldiers and their families enjoy a special, privileged position in terms of social security compared with other occupational groups. However, the unique and more advantageous conditions for the acquisition of health or old-age pension rights drawn up specifically for the armed forces can be seen as compensation for the high psychophysical and intellectual expectations that professional soldiers must satisfy. These expectations include requirements such as constant work availability, willingness to risk one's life and health and, in general, a higher degree of work stress among professional servicemen than among other groups of employees.
Dissertations / Theses on the topic "Occupational pension regulation"
1
Taylor, Suzanne Mary. "A statistical analysis of the origins and impacts of twenty-six years of regulatory regime changes in the Australian occupational superannuation industry." Connect to thesis, 2008. http://repository.unimelb.edu.au/10187/3138.
Full text
2
Strid, Ebba, and Wedin Ida Nylander. "Implementering av den nya tjänstepensionsregleringen: Utmaningar och långsiktiga effekter." Thesis, Mittuniversitetet, Institutionen för ekonomi, geografi, juridik och turism, 2021. http://urn.kb.se/resolve?urn=urn:nbn:se:miun:diva-42372.
Full textAbstract:
Tjänstepensionen spelar en viktig roll i frågan om hur livet kommer att se ut efter att vi slutat arbeta. Sedan finanskrisen 2007–2009 har en stor tillsyns- och regleringsreform lagts fram inom Europeiska unionen (EU) och nu har det implementerats en ny reglering för företag som bedriver tjänstepensionsverksamhet. Tidigare forskning har konstaterat att finansiell reglering är nödvändig och måste finnas i samhället för att kunna säkerställa ett stabilt finansiellt system. Dock leder ofta införandet av nya regleringar som innefattar högre krav också till oförutsedda utmaningar och oönskade effekter. Studien syftar till att beskriva och analysera hur reglering kan tas emot av företag som bedriver tjänstepensionsverksamhet och eventuella skillnader mellan regleringens avsikt och hur den sedan upplevs av företagen. Studien genomfördes med en kvantitativ del i form av en enkätundersökning riktad till företag med tjänstepensionsverksamhet samt en kvalitativ del i form av en dokumentstudie av regeringens konsekvensanalys avseende den nya tjänstepensionsregleringen. Metodkombinationen gjorde det möjligt att belysa och analysera företagsrepresentanternas upplevelser och syn på den nya regleringen samt att jämföra de med regeringens konsekvensanalys. Studiens resultat gav en insikt i att avsikten med nya regleringar inte alltid stämmer överens med hur företagen upplever det. Resultatet indikerade också att ingen av den nya tjänstepensionsregleringens delar ansågs särskilt utmanande för företagsrepresentanterna samt att det inte visades någon förväntan på att den nya tjänstepensionsregleringen kommer att leda till positiva långsiktiga effekter. Av studien kunde också ett positivt samband skönjas mellan utmaningar och långsiktiga effekter som indikerade att en mer utmanande implementeringsprocess ökade förtroendet för att regleringen ska leda till positiva långsiktiga effekter.The occupational pension plays an important role for how our life will appear when we stop working. There has been a huge reformation of the regulation in the European Union (EU) since the financial crises 2007-2009. Now, a new regulation for companies with occupational pension also has been introduced. Previous research has determined that financial regulation is necessary and must be a part of the society to secure a steady financial system. However, new regulations with higher requirements often leads to unexpected challenges and unhoped affects. The study aims to describe and analyze how regulation can be received by companies that conduct occupational pension activities and any differences between the intention of the regulation and how it is then experienced by the companies. The research used both a quantitative approach through an online survey to collect data from companies with occupational pension and a qualitative approach through a study of the government’s consequence-analysis. This method combination gave an opportunity to clarify and analyze the company representatives’ thoughts about the new regulation and compare those with the government’s consequence-analysis. The result of the study provided an insight into the fact that the intention with new regulations does not always correspond to how companies experience it. The result also indicated that the representatives from the companies did not found the new regulation especially challenging and that they did not show any expectation for positive long-term effects from the regulation. The study also showed a positive relationship between challenges and long-term effects, which indicated that a more challenging implementation process increased confidence that the regulation would lead to positive long-term effects.
Books on the topic "Occupational pension regulation"
1
Kŏn-sik, Yu, ed. T'oejik yŏn'gŭm kyujeron: Regulation of occupational pension. Sŏul T'ŭkpyŏlsi: Kyŏnghŭi Taehakkyo Ch'ulp'an Munhwawŏn, 2013.
Find full text
2
Irish Congress of Trade Unions. Pensions Act, 1990: Guide to occupational pension scheme (disclosure of information) regulations, 1990. Dublin: Irish Congress of Trade Unions, 1990.
Find full text
3
Great Britain. Parliament. House of Commons. Fourth Standing Committee on Delegated Legislation. Occupational Pension Schemes (Winding up) (Amendment) Regulations 2004, Thursday 15 July 2004. London: Stationery Office, 2004.
Find full text
4
Legislation, Great Britain Parliament House of Commons Sixth Standing Committee on Delegated. Draft occupational and personal pension scheme (penalties) regulations 2000 Wednesday 8 March 2000. London: Stationery Office, 2000.
Find full text
5
OECD Principles of Occupational Pension Regulation. OECD, 2010. http://dx.doi.org/10.1787/9789264087095-en.
Full text
6
Britain, Great. The Occupational Pension Schemes (Disclosure of Information) Regulation (Northern Ireland) 1997 (Statutory Rule: 1997: 98). Stationery Office Books, 1997.
Find full text
7
The Occupational Pension Schemes (Investment) Regulations 1996: Pensions (Statutory Instruments: 1996: 3127). The Stationery Office Books (Agencies), 1996.
Find full text
8
Britain, Great. The Occupational Pension Schemes (Pensions Compensation Provisions) Regulations 1997 (Statutory Instruments: 1997: 665). Stationery Office Books, 1997.
Find full text
9
The Personal and Occupational Pension Schemes (Pensions Ombudsman) Regulations 1991 (Statutory Instruments: 1991: 588). Stationery Office Books, 1991.
Find full text
10
Britain, Great. The Personal and Occupational Pension Schemes (Pensions Ombudsman) Regulations 1996 (Statutory Instruments: 1996: 2475). Stationery Office Books, 1996.
Find full textBook chapters on the topic "Occupational pension regulation"
1
Bitinas, Audrius. "The Development of Occupational Pension Markets in the European Union and in Lithuania: Regulation and Challenges." In The Dynamics of Welfare Markets, 291–315. Cham: Springer International Publishing, 2021. http://dx.doi.org/10.1007/978-3-030-56623-4_11.
Full text
2
Haverland, Markus. "Policies of the EU towards Occupational Pensions: Limits to Regulation." In The New Regulatory State, 175–88. London: Palgrave Macmillan UK, 2011. http://dx.doi.org/10.1057/9780230343504_8.
Full text
3
Hills, John. "Financing UK Pensions." In Britain's Pensions Crisis. British Academy, 2006. http://dx.doi.org/10.5871/bacad/9780197263853.003.0012.
Full textAbstract:
A key feature of the pension challenges currently facing Britain is the decline of the system of occupational pensions, particularly the decline of defined-benefit pensions. Here, it is often argued that the villain has been the government (in fact a succession of governments). In this view, over the past decades successive governments have delivered a catalogue of regulation and legislation that, though often well intentioned, has ultimately worked to the detriment of occupational pension provision. Alternatively, one might argue that we could have seen it all coming. It is important that future policy should be set up in a way that is sustainable and robust enough to cope with the huge uncertainty around the increase in life expectancy which we are hoping for. This chapter examines why, and when, things began to go wrong with the financing of British pensions.
4
Taylor, Stephen, and Astra Emir. "21. Wages and benefits." In Employment Law, 369–83. Oxford University Press, 2019. http://dx.doi.org/10.1093/he/9780198806752.003.0021.
Full textAbstract:
This chapter examines the distinct areas of employment law that regulate the payment of wages and benefits. It starts by focusing on the national minimum wage and national living wage legislation, describing how these work in practice and assessing the many debates that still surround the effectiveness and impact of this legislation. It goes on to explain the situations in which employers can and cannot lawfully make deductions from pay packets, the right for all employees to receive an itemised pay statement and the administration of statutory sick pay (SSP). Finally, it briefly discusses the regulation of occupational pension schemes.
5
Ayliffe, James. "Pensions (Corporate Insolvency Only)." In Transaction Avoidance in Insolvencies. Oxford University Press, 2018. http://dx.doi.org/10.1093/oso/9780198793403.003.0019.
Full textAbstract:
Transaction avoidance issues may arise in relation to pensions in the context of corporate insolvency. However, such issues are of a rather different nature from those that arise in the context of bankruptcy and are discussed in Chapter 14. In the bankruptcy context, the issue is avoidance of transactions by the bankrupt (in the form of contributions to pension schemes) that have diminished his estate. Avoidance is therefore sought for the benefit of creditors. In the present context, the issue is avoidance of transactions by the insolvent company or others that have diminished the funds of an occupational pension scheme in respect of which the insolvent company is the employer company. Avoidance is therefore sought for the benefit of the members of the scheme rather than the general body of creditors of the company.Moreover, if the company has received assets under the transaction in question and avoidance of the transaction is sought with a view to recovering such assets, such avoidance will operate to the detriment of the general body of creditors. The relevant provisions and principles are explained more fully below after a few words about pension scheme deficits and the Pensions Regulator.
6
Ferrera, Maurizio. "Pension Reforms in Southern Europe: The Italian Experience." In Britain's Pensions Crisis. British Academy, 2006. http://dx.doi.org/10.5871/bacad/9780197263853.003.0014.
Full textAbstract:
The pension systems of Italy, Spain, Portugal, and Greece are organized according to the Bismarckian blueprint: ‘corporatist’ schemes of compulsory insurance covering different occupational groups, with different regulations. Historically, Italy pioneered developments by introducing compulsory pension insurance in 1919. Portugal and Greece followed suit in the mid-1930s, while in Spain fully fledged compulsory pension insurance arrived in 1947. Between the 1950s and 1980s, the pension systems in Southern Europe were significantly expanded in terms of coverage and improved in terms of benefits. This chapter discusses the trajectory of pension reform in Italy, the largest country in Southern Europe. It describes the main pension reforms of the first pillar; the efforts for promoting the development of a second, funded pillar; and recent developments under the administration of Silvio Berlusconi. The chapter also examines the gradual transformation of the ‘end-of-contract-payment’ (TFR) scheme.
7
Berry, Craig. "A Good Innings? The Demise of Collectivism in (Mostly) Private Pensions Provision." In Pensions Imperilled, 107–47. Oxford University Press, 2021. http://dx.doi.org/10.1093/oso/9780198782834.003.0004.
Full textAbstract:
In UK private pensions provision, collectivism has not quite gone, but it is in danger of being forgotten. This chapter focuses mainly upon defined benefit occupational pensions in the private sector, albeit in the context of wider collectivist commitments in dominant forms of provision, and indeed acknowledging that the state plays a crucial role as regulator, guarantor, and provider of private, occupational pensions. It reflects on the immense (and underappreciated) differences between defined benefit and defined contribution provision (and flawed attempts at creating hybrid forms of provision), before discussing in depth the political and economic factors behind defined benefit’s demise. It also considers recent efforts to regulate, reform, and rescue collectivist pensions in the private and public sectors—finding the state largely incapable of reducing the defined benefit ‘burden’ without itself instead acquiring the employer’s role as temporal anchor.
8
Emir, Astra. "7. Employment Protection." In Selwyn's Law of Employment, 202–30. Oxford University Press, 2020. http://dx.doi.org/10.1093/he/9780198836636.003.0007.
Full textAbstract:
This chapter considers miscellaneous legal rights given to employees in the Employment Rights Act 1996 and other legislation. These are minimum standards which can be exceeded by agreement or negotiation, but they cannot be denied to an employee. The discussions cover guarantee payments (ERA, ss 28–35); suspension on medical grounds (ERA, ss 64–65) and time off work for various reasons, such as for public duties, study, or training, and for occupational pension scheme trustees. It also covers statutory sick pay; and the scheme surrounding the Working Time Regulations 1998, employment law, and looks at the provisions of the regulations and their enforcement.
9
Poole, Jon. "Ill health retirement." In Fitness for Work, 552–63. Oxford University Press, 2013. http://dx.doi.org/10.1093/med/9780199643240.003.0027.
Full textAbstract:
Doctors who give advice to pension scheme trustees or administrators should be aware of the eligibility criteria for that scheme and the meaning of terms used in the regulations, the statutory guidance, or explanatory notes published by the scheme. Most schemes require that the doctors who act as their medical advisors have a qualification in occupational medicine. The evaluation of evidence in support of an application for IHR should be robust but fair and care should be taken to avoid conflicts of interest for doctors involved in the treatment of the patient. The medical standards to which doctors work in making these judgements should be explicit and they should audit their rate of IHR against national data, if equitable decisions are to be made and confidence in the process is to be maintained.