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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.
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Design of a comprehensive training plan for State Social Security Institutions
- Start activities
- 12/11/2018
- End activities
- 17/05/2019
- Partner Institution
- Organización Nacional de Instituciones Estatales de Seguridad Social (ONIESS)
- Type of Assistance
- Organisational capacity building
- Code
- 2018-20
- Description
- The Organización Nacional de Instituciones Estatales de Seguridad Social (ONIESS) is a platform gathering social security agencies of adhering Mexican states. Its role is one of policy coordination, capacity support of member organizations, and advocacy towards federal authorities in areas related to the social security mandate of the member organizations. In practice, ONIESS is primarily concerned with pension systems. Through this action, ONIESS has been supported by SOCIEUX+ mobilized experts from France and Spain to assess the needs in capacity building of the staffs of ONIESS’ member organizations and, on this basis, to formulate a comprehensive training plan. The plan encompasses four principal areas of concern, namely professional risks, the future of social security policy, financial and actuarial techniques, and administration and planning of social security schemes.
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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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Follow up support to the reform of the pension system in Mexico
- Start activities
- Feb-16
- End activities
- May-17
- Partner Institution
- Institute of Social Security of the State of Guanajuato (ISSEG)
- Type of Assistance
- Policy development
- Code
- 2015-24
- Description
- In response to a request of from the Institute of Social Security of the State of Guanajuato (ISSEG), this action started the process of constitution of a national platform of social security State Institutes, with the objective of setting up a framework for cooperation and information-sharing among State Institutes. Spanish experts supported ISSEG in finalizing a declaration for the creation of a National Pension forum, to be delivered to the 16th edition of the National Social Security Conference. Experts also advised ISSEG and other State Institutes on the specific stages required for establishing a National coordination body, including the elaboration of the constituent documents and the legal framework of a national platform (which will become the Organización Nacional de los Institutos Estatales de Seguridad Social - ONIESS).
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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.
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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.
