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Support to the organisation of a pension forum
- Start activities
- jul-2016
- End activities
- jul-2016
- Partner Institution
- Inter-African Conference on Social Welfare [Conférence Interafricaine de la Prévoyance Sociale]
- Type of Assistance
- Organisational management (structures & functions)
- Code
- 2015-20
- Description
- The Inter-African Conference for Social Welfare (CIPRES) is a regional organisation of fifteen Western and Central African countries created by the Ministries in charge of finances and social affairs in 1993. It formulates common management guidelines for social protection institutions. It also conducts studies, formulates harmonisation proposals on legislations, and facilitates training of managerial and technical staff at the regional level. As part of its thematic responabilities, the CIPRES also responds to the needs of its members for innovative and coherent mechanisms for reforms which will guarantee financial sustainability of pensions. For this purpose, CIPRES decided to organise a a regional pension forum to discuss the future of pensions systems, and to initiate a reflection and an exchange about best possible solutions for mitigating financial risks. European experts mobilised by SOCIEUX participated in the three-day Forum on Pensions for the CIPRES Region, which took place in Abidjan, Cameroon, end of July 2016. They were speakers on European best practices, and participated as resource persons in the debates of the panels on financing of pension systems and policies for the placement of reserve funds, and on perspectives of pension funds for the civil service/public sector, and factors for their viability.
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Support to non - and contributory pensions
- Start activities
- jun-2015
- End activities
- nov-2015
- Partner Institution
- Institute of Social Security of the State of Guanajuato [Instituto de Seguridad Social del Estado de Guanajuato]
- Type of Assistance
- Policy development
- Code
- 2014-25
- Description
- Follow-up from action 2014-04 This action built on these achievements of the first action with the ISSEG, and allowed European experts and their Mexican peers to formulate practical recommendations for the coordinated development at federal level of state pension funds. Exchanges addressed in particular legal, actuarial and administrative aspects. ISSEG’s experience and leadership was first presented to two Mexican States pension funds, which was a significant step to boost state-level coordination and cooperation. The final action’s activity was a National Inter-State Pensions Conference which brought together all state funds of Mexico. The first conclusion reached by consensus during the conference was the need to work towards establishing a new framework law, which contains general principles aimed at guaranteeing a "decent" and coordinated pension system for all Mexicans and which is disassociated from salaries.
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Supporting contributory pensions coverage extension, investment management and administration
- Start activities
- End activities
- aug-2014
- Partner Institution
- Institute of Social Security of the State of Guanajuato [Instituto de Seguridad Social del Estado de Guanajuato]
- Type of Assistance
- Organisational capacity building
- Code
- 2014-04
- Description
- The Institute of Social Security of the State of Guanajuato (ISSEG) is responsible for providing insurance benefits to the formal sector [public employees and civil servants] in the Mexican State of Guanajuato. The amounts of pensions originally guaranteed by the ISSEG were pre-defined as a percentage of the affiliate’s wage at time of compliance of retirement criteria. The underlying solidarity fund is financed by contributions of workers and employers, as well as the returns generated by investments. Due to the challenges in funding the existing system, the ISSEG was considering reforms to set benefits on actual historical contributions. Mobilised experts contributed in building capacities of the ISSEG for planned reforms by addressing issues with their peers in policy definition and administrative requirement definition by sharing EU Member States and common experience in making pension schemes affordable in the face of changing economic, policy and demographic environments. In particular, they transferred understanding on legal, actuarial and financial implications of the implementation of the proposed reforms.
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Social Insurance: assistance in the development of the State agents pension system
- Start activities
- may-17
- End activities
- aug-17
- Partner Institution
- Pensions and Family Benefits Fund of State Agents [Caisse des Pensions et des Prestations Familiales des Agents de l'Etat]
- Type of Assistance
- Institutional Strengthening
- Code
- 2016-07
- Description
- This action results from 5 distinct requests by the Caisse des Pensions et des Prestations Familiales des Agents de l'Etat (CPPF). The action's technical products - an assessment report on the organizational strategy of CPPF; recommendations on the development of social marketing and communication policy; recommendations for a revised IT architecture; a roadmap in view of the development of a new insurance branch, namely a complementary pension scheme – were all intended to contribute to the strengthening of the organizational capacities of the young CPPF. Teams of experts with different profiles and country origin (France, Morocco, the Netherlands) have exchanged with the Partner’s teams in the course of four activities.
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Training on the pension systems and a capacity development needs assessment
- Start activities
- jun-2014
- End activities
- jun-2014
- Partner Institution
- National Pensions and Occupational Risks Office
- Type of Assistance
- Individual capacity building (human resources development)
- Code
- 2014-02
- Description
- The National Office for Pensions and Occupational Risk (ONPR) for civil servants, magistrates and judicial personnel implements contributory pensions, vocational hazards and associated benefit social insurance in Burundi since 2010. The ONPR faced challenges of efficiently managing increasing expansion of the scheme including at organisational level. To address these challenges, experts mobilised by SOCIEUX+ worked with their peers on the elaboration of an internal management strategy, the establishment of monitoring and control procedures, and the improvement of quality assurance mechanisms. The staff of ONPR, and other stake holding institutions in the area of pension, was to be trained key concepts of social protection to widen their understanding of the functioning of pension systems. Further, the intervention assessed and formulated recommendation on how to best respond to identified needs of the partner institutions for the efficient and effective management of the pension scheme.
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Support to revise the SP Strategy of the MoSD in Jordan
- Start activities
- aug-2015
- End activities
- dec-2015
- Partner Institution
- Ministry of Social Development
- Type of Assistance
- Policy development
- Code
- 2015-11
- Description
- The Ministry of Social Development (MoSD) is responsible for the provision of social services to a wide range of beneficiaries, including young people and children, families and people living with disabilities. These services are provided at a local level though social service directorates and offices. The strategic objective of the MoSD is to contribute to the development and implementation of an integrated social policy in Jordan. Social protection is delivered through four major public programmes: a social insurance programme; a public programme for the civil service and military (phasing out); a social assistance programme; and, an assistance programme for Palestinian Refugees (delivered through the UN Relief and Works Agency). There was a need to strengthen and rationalise programmes so that they better serve the most vulnerable. Moreover, addressing needs of the Syrian refugee crisis, and its impact on the country, remains a major challenge for the Government. Jordan had recently drafted a Poverty Reduction Strategy (2013-2020) and the Response Plan for the Syria Crisis. In this context the MoSD engaged in a more strategic planning approach to rationalise and strengthen existing programmes, and the needed capacities to do so. Over a period of several months, experts mobilised by SOCIEUX work with the peers on the elaboration of a draft Strategic Plan 2016-2021 for the MoSD entitled “Together – Tackling Disadvantage: Realising the potential of all our citizens and building sustainable communities”. Moreover, the experts submitted a roadmap for a communication strategy for the dissemination and endorsement of the Strategic Plan as well as a monitoring and evaluation framework for its implementation titled Business Performance.
