• 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.
  • 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.
  • Support for the set up of universal health insurance

    Start activities
    oct-2015
    End activities
    sep-2016
    Partner Institution
    Institut National d’Assurance Maladie (INAM)
    Type of Assistance
    Institutional Strengthening
    Code
    2015-09
    Description
    Experts mobilized from France and Lebanon delivered an analysis of Togo’s Institut National d’Assurance Maladie (INAM)’s institutional organization and capacities. The assessment focused on the challenges faced by INAM in view of the extension of health coverage, clarified the institutional responsibilities, while identifying issues requiring further technical assistance to INAM, such as the preparation of a strategic plan, the enhancement of internal capacities in the field of “risk management,” and the development of a management information system. The first two topics were then addressed by experts through peer-to-peer exchanges with the relevant INAM’s executives and staff, presenting models and good practices applicable to INAM’s context and needs.
  • 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.
  • 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.