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Survey on pension adequacy and spending of the single elderlies
- Start activities
- 14-11-2022
- End activities
- 24-02-2023
- Partner Institution
- Training, Assessment and Research Institute for Labor and Social Protection (TARILSP)
- Type of Assistance
- Organisational capacity building
- Code
- 2022-23
- Description
- The Training, Assessment and Research Institute for Labor and Social Protection of Mongolia works on methodological improvements in data collection on social protection matters, which reverberate on the quality and relevancy of data analysis and, therefore, policy advise. Experts from Belgium, Finland, Portugal, and Slovakia mobilized by SOCIEUX+ have collaborated with the partner in reengineering data-collection methods (sampling and questionnaires) and provided examples of modern tools and methods for data analysis. The partner has engaged into the elaboration of policy advise, thus building the ground for the development of knowledge-based policy making in the area of social policy.
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Best practices and strategy for collection of voluntary contributions to non-state pension funds
- Start activities
- 17-10-2022
- End activities
- 10-02-2023
- Partner Institution
- State Social Protection Fund
- Type of Assistance
- Institutional capacity building
- Code
- 2022-21
- Description
- Through two activities, Finnish, French, and German experts mobilized by SOCIEUX+ provided the State Social Protection Fund of Azerbaijan with EU good practices in collecting voluntary contributions to non-state pension funds, followed by a strategy to create, attract and create incentives to non-state pension funds.
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Capacity building for the improvement of the Brazilian second pillar pension governance and supervision of the legal and regulatory framework
- Start activities
- 21-02-2022
- End activities
- 21-10-2022
- Partner Institution
- Cearense Association of Economists Pensioners and Retirees (ACEA)
- Type of Assistance
- Individual capacity building (human resources development)
- Code
- 2021-23
- Description
- The Associação Cearense dos Economiários Aposentados e Pensionistas (ACEA) reached out to SOCIEUX+ in order to provide capacity building, in the form of e-learning courses, to members of Brazilian organizations defending the rights of pensioners. ACEA noticed a clear need for members of such organizations to gain more extensive knowledge on governance, management, and supervision of occupational pension funds, in order to detect shortfalls in the system, apply due diligence, and prevent mismanagement and fraudulent behaviors. The e-learnings, crafted by Portuguese, Spanish, German, and French expertise covered topics such as basic knowledge of the functioning of second pillar pension funds, best practices for regulation and supervision of funds, legal and regulatory frameworks governing second pillar pension funds. This successful e-learnings were followed by hundreds of participants from various parts of Brazil.
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Analysis of the pension legislative framework and strategic guidance
- Start activities
- 16/08/2016
- End activities
- 28/03/2017
- Partner Institution
- Gency for Social Insurance and Pensions (ASIP)
- Type of Assistance
- Legislative & regulatory framework development
- Code
- 2016-04
- Description
- An assessment report of the existing pension legal framework has been elaborated by experts from Bulgaria and Latvia identifying gaps, risks and challenges, and formulating specific mitigation strategies and measures. The experts also prepared a compendium of requirements for the implementation of the legal framework, taking into account the administrative functions needed to operationalize the system. Following this, experts from Latvia and Lithuania produced a functional assessment and reviewed the business processes and workflows of the Agency for Social Insurance and Pensions (ASIP) of Tajikistan in view of their adequacy in terms of human and material resources, technical competencies and tools, corporate organization and workflows. In particular, experts reviewed the current methodologies, formulas and processes used by ASIP for the calculation of pension benefits.
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Advice on sustainability and investment of pension funds
- Start activities
- 24/10/2018
- End activities
- 02/08/2019
- Partner Institution
- Ministry of Economy and Finances
- Type of Assistance
- Individual capacity building (human resources development)
- Code
- 2018-28
- Description
- The Action had an essential capacity building motive. The National Social Protection Committee of Cambodia – a long-standing SOCIEUX+ partner - wishes to enhance its role as a guardian and a regulator of an expanded and reformed social protection system. The present Action focused on pensions, in the light of the planned reform, which finally came into force in 2022, bringing in the system private sector workers, together with public civil servants. NSPC’s staff have received significant exposure to EU and international cases and practices, particularly on the issue of (sustainably) financing pensions. Relevant international standards were presented by experts from Finland and Lithuania, with a focus on taxation, collection of contributions, the very build-up of a pension system, and its financing.
