SI | SI-11 | Pokojninska družba|Pension company | IORP II | No | both occupational and personal | voluntary | voluntary | DB | full exposure to investment risk|Minimum guarantee | Funded | Segregated assets | Voluntary | Workforce of many employers | limited | Multiple investment options | Yes, in accumulation only | yes | Representation of employers|Representation of employees | not available | | 143,501 | 818.60 | 26/03/2020 | Yes, risk sharing between generations, accumulation only|Yes, risk sharing between generations, decumulation only | | 65 | Annuity partially mandatory | Yes, options include a default, either mandatory or optional depending on the product | Yes | PN z življenjskim ciklom po ZPIZ-2 (Life-cycle pension scheme) | data refers to 31.12.2019 | Provider |
SI | SI-12 | Pokojninska družba|Pension company | IORP II | No | both occupational and personal | voluntary | voluntary | DB | Minimum guarantee | Funded | Segregated assets | Voluntary | Workforce of many employers | limited | No investment options | Yes, in accumulation only | yes | Representation of employers|Representation of employees | not available | | not available | not available | 26/03/2020 | Yes, risk sharing between generations, accumulation only|Yes, risk sharing between generations, decumulation only | | 65 | Annuity partially mandatory | Yes, options include a default, mandatory by regulation | Yes | PN z zajamčenim donosom po ZPIZ-2 Pension scheme with guaranteed return | data refers to 31.12.2019 | Provider |
SI | SI-21 | Zavarovalnica|Insurance undertaking | IORP art.4|Solvency II | No | both occupational and personal | voluntary | voluntary | DB | full exposure to investment risk|Minimum guarantee | Funded | Segregated assets | Voluntary | Workforce of many employers | limited | Multiple investment options | Yes, in accumulation only | yes | Representation of employers|Representation of employees | not available | | 408,015 | 2,006.90 | 26/03/2020 | Yes, risk sharing between generations, accumulation only|Yes, risk sharing between generations, decumulation only | | 65 | Annuity partially mandatory | Yes, options include a default, either mandatory or optional depending on the product | Yes | PN z življenjskim ciklom po ZPIZ-2 (Life-cycle pension scheme) | data refers to 31.12.2019 | Provider |
SI | SI-22 | Zavarovalnica|Insurance undertaking | IORP art.4|Solvency II | No | both occupational and personal | voluntary | voluntary | DB | Minimum guarantee | Funded | Segregated assets | Voluntary | Workforce of many employers | limited | No investment options | Yes, in accumulation only | yes | Representation of employers|Representation of employees | 0 | | 0 | 0.00 | 26/03/2020 | Yes, risk sharing between generations, accumulation only|Yes, risk sharing between generations, decumulation only | | 65 | Annuity partially mandatory | Yes, options include a default, mandatory by regulation | Yes | PN z zajamčenim donosom po ZPIZ-2 Pension scheme with guaranteed return | data refers to 31.12.2019 | Provider |
SI | SI-31 | Banka|Bank | IORP II|AIFM | No | both occupational and personal | voluntary | voluntary | DB | full exposure to investment risk|Minimum guarantee | Funded | Segregated assets | Voluntary | Workforce of many employers | limited | Multiple investment options | Yes, in accumulation only | yes | Representation of employers|Representation of employees | not available | | 7,219 | 46.28 | 26/03/2020 | Yes, risk sharing between generations, accumulation only|Yes, risk sharing between generations, decumulation only | | 65 | Annuity partially mandatory | Yes, options include a default, either mandatory or optional depending on the product | Yes | PN z življenjskim ciklom po ZPIZ-2 (Life-cycle pension scheme - KPS) | data refers to 31.12.2019 | Provider |
SI | SI-32 | Banka|Bank | IORP II|AIFM | No | both occupational and personal | voluntary | voluntary | DB | Minimum guarantee | Funded | Segregated assets | Voluntary | Workforce of many employers | limited | No investment options | Yes, in accumulation only | yes | Representation of employers|Representation of employees | 0 | | 0 | 0.00 | 26/03/2020 | Yes, risk sharing between generations, accumulation only|Yes, risk sharing between generations, decumulation only | | 65 | Annuity partially mandatory | Yes, options include a default, mandatory by regulation | Yes | PN z zajamčenim donosom po ZPIZ-2 Pension scheme with guaranteed return (VPS) | data refers to 31.12.2019 | Provider |
HU | HU-1 | Magánnyugdíjpénztár - voluntary privatly managed pension funds (ex-mandatory) | NEL | Yes | personal | not possible | mandatory | DC | full exposure to investment risk | Funded | Autonomous entity | Voluntary | Individuals | nil | Multiple investment options | Yes, in accumulation only | Yes | Representation of members | 54,829 | | 54,829 | 818.45 | 02/04/2020 | no | | 64 years, 6 months – men and women | Programmed withdrawal possible | Yes, options include a default, mandatory by regulation | No | <div class="ExternalClass1B5377442070453F8ECA9F6B33AD79FE">A pension fund shall have a board of directors comprising a chairperson and a number of other members, all of them must be the members of the pension fund.</div> | Assets of private pension funds at market value at the end of the period (not audited data) | None |
HU | HU-2 | Önkéntes nyugdíjpénztár - Voluntary pension fund | NEL | No | personal | voluntary | mandatory | DC | full exposure to investment risk | Funded | Autonomous entity | Voluntary | Individuals | limited | Both possible | Yes, in both accumulation and decumulation | Yes | Representation of members|Representation of employers | 1,110,842 | | 1,109,723 | 4,619.75 | 02/04/2020 | no | | 64 years, 6 months – men and women | Lump sum possible|Programmed withdrawal possible | Yes, options include a default, mandatory by regulation | Yes | <div class="ExternalClass033D30798E67482B8DDCDDCA3A9C150B">A pension fund shall have a board of directors comprising a chairperson and a number of other members, all of them must be the members of the pension fund. If the contributions of employer reaches or exceeds 50 per cent of the fund’s total revenue from contributions in a given calendar year, the employer shall be entitled to delegate one member to the supervisory committee of the pension fund for a period of five years.</div> | Assets of private pension funds at market value at the end of the period (not audited data) | None |
ES | ES-1 | Fondo de Pensiones de empleo (Occupational pension funds) | IORP II | No | occupational | voluntary and mandatory | voluntary and mandatory | DC | full exposure to investment risk | Funded | Autonomous entity | Voluntary | Workforce of a single employer | nil | No investment options | No | Yes | Representation of employers|Representation of employees | 1,669,618 | | not available | 10,337.89 | 24/07/2020 | no | | 65 years and 8 months | Annuity possible|Lump sum possible|Programmed withdrawal possible|Other pay-out options possible | No | Yes | | | None |
ES | ES-6 | Fondo de Pensiones de empleo (Occupational pension funds) | IORP II | No | occupational | voluntary and mandatory | voluntary and mandatory | DB | Benefit level | Funded | Autonomous entity | Voluntary | Workforce of a single employer | nil | No investment options | No | Yes | Representation of employers|Representation of employees | 237 | | not available | 21.16 | 24/07/2020 | no | | 65 years and 8 months | Annuity possible|Lump sum possible|Programmed withdrawal possible|Other pay-out options possible | No | Yes | | | Sponsor |
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