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 |
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 |
IS | IS-1 | Lífeyrissjóður - public sector | NEL | No | occupational | mandatory | mandatory | DB | Benefit level | Unfunded-PAYG | Autonomous entity | Mandatory | Workforce of a single employer | predominant | No investment options | No | Yes | Representation of members | 20,000 | | 2,500 | 2,566.00 | 02/04/2020 | Yes, risk sharing within same generation, both accumulation and decumulation | | 65 | Annuity 100% mandatory | Yes, options include a default, mandatory by regulation | Yes | | Total members are estimated. | Sponsor |
IS | IS-3 | Séreignarsparnaður - personal pension scheme | NEL | No | both occupational and personal | mandatory | voluntary | DC | full exposure to investment risk | Funded | Segregated assets | Voluntary | Both workforce and individuals | predominant | Multiple investment options | Yes, in both accumulation and decumulation | No | No representation of employers, employees or members | 140,000 | | 120,000 | 5,490.00 | 02/04/2020 | no | | 60 | Programmed withdrawal possible | No | Yes | | Total members are estimated. | None |
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 |
|