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 | 8,186.00 | 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, 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 | 20,069.00 | 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, 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 | 4,628.00 | 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, 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 |
HR | HR-4 | Mirovina iz obveznog mirovinskog osiguranja| Pension from Mandatory pension insurance | NEL | Yes | personal | not possible | not possible | DB | Benefit level | Funded | Autonomous entity | Mandatory | Individuals | nil | No investment options | Yes, in decumulation only | Yes | No representation of employers, employees or members | 347 | | 347 | 1,693.00 | 03/04/2020 | no | | 65 years– men|62 years, 6 months - women | Annuity partially mandatory |Lump sum possible | No | No | | | Provider |
HR | HR-5 | Mirovina iz dobrovoljnog mirovinskog osiguranja-otvoreni DMF | Pension from Voluntary pension insurance - Open-ended voluntary pension fund | NEL | No | personal | not possible | not possible | DB | Benefit level | Funded | Autonomous entity | Voluntary | Individuals | nil | No investment options | Yes, in decumulation only | No | No representation of employers, employees or members | 7,621 | | 7,621 | 3,184.00 | 03/04/2020 | no | | 55 years for programmed withdrawals, 60 years for life-time annuities | Annuity possible|Lump sum possible|Programmed withdrawal possible | No | No | | | Provider |
HR | HR-6 | Mirovina iz dobrovoljnog mirovinskog osiguranja-zatvoreni DMF | Pension from Voluntary pension insurance - Closed-ended voluntary pension fund | IORP II | No | occupational | not possible | not possible | DB | Benefit level | Funded | Autonomous entity | Voluntary | Individuals | nil | No investment options | Yes, in decumulation only | No | No representation of employers, employees or members | 2,465 | | 2,465 | 766.00 | 03/04/2020 | no | | 55 years for programmed withdrawals, 60 years for life-time annuities | Annuity possible|Lump sum possible|Programmed withdrawal possible | No | No | | | Provider |
IS | IS-2 | Lífeyrissjóður - private sector (Mutual insurance) | NEL | No | occupational | mandatory | mandatory | DC | full exposure to investment risk | Funded | Autonomous entity | Mandatory | Both workforce and individuals | predominant | No investment options | No | Yes | No representation of employers, employees or members | 270,000 | | 220,000 | 30,000.00 | 02/04/2020 | Yes, risk sharing within same generation, both accumulation and decumulation | | 67 | Annuity 100% mandatory | Yes, options include a default, mandatory by regulation | Yes | | Total members are estimated. | None |
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