Impact of Asset Mix on Financial Performance of Registered Occupational Pension Schemes

2017 ◽  
Vol 6 (8) ◽  
Author(s):  
Gregory Simiyu Namusonge ◽  
W. W. Sakwa ◽  
George Mwangi Gathogo
Keyword(s):  
Financial Performance ◽  
Occupational Pension ◽  
Pension Schemes

scholarly journals EFFECT OF TOTAL CONTRIBUTION ON FINANCIAL PERFORMANCE OF PENSION SCHEMES IN KENYA: A SURVEY OF PENSION SCHEMES IN KENYA

2017 ◽  
Vol 2 (6) ◽  
pp. 11
Author(s):  
Beatrice I. Ichingwa ◽  
Dr. Shedrack M. Mbithi
Keyword(s):  
Financial Performance ◽  
Secondary Data ◽  
Poor Performance ◽  
Target Population ◽  
Occupational Pension ◽  
Total Contribution ◽  
Retirement Benefits ◽  
Lump Sum ◽  
Pension Schemes ◽  
To Come

Purpose: Financial performance of pension funds in Kenya is wanting and thus, raises doubts whether they can be able to ensure access to regular or lump sum income for retirees. The pension should provide an adequate replacement income for the remaining life of the member or partner and remove the risk that the member outlives the resources. Poor performance of pension schemes jeopardizes this role and hence the retired people will not be able to have high degree of retirement income security. Therefore, this study sought to analyze the effect of total contribution on financial performance of pension schemes in Kenya. Methodology: The target population for this study was all the registered occupational pension schemes in Kenya which according to the Retirement Benefits Authority report are 818 by the end of the year 2016. Random sampling method was applied to come up with the sample size of 261 registered occupational retirement benefits schemes. The study used secondary data which was analyzed using inferential and descriptive statistics. Results: The study findings established that total contribution has a positive and significant effect on financial performance of pension schemes. Policy recommendation: The study recommends that Pension Schemes in Kenya should invest more in systems to recruit more members to increase the total contributions as it positively affects financial performance.

Environmentally friendly and socially responsible investment in and by occupational pension funds in the USA and in the EU

2021 ◽  
pp. 138826272110269
Author(s):  
Lauren Daniels ◽  
Yves Stevens ◽  
David Pratt
Keyword(s):  
Financial Performance ◽  
Investment Decision ◽  
Pension Funds ◽  
Socially Responsible Investment ◽  
Occupational Pension ◽  
Socially Responsible ◽  
Responsible Investment ◽  
Occupational Pensions ◽  
The Usa ◽  
The Eu

Worldwide pension funds, in their capacity as large institutional investors, are under increasing pressure to take social and environmental considerations into account in their investment decision-making process. The concepts Socially Responsible Investment (SRI) and Environmental Social Governance (ESG) are indeed ubiquitous in the current investment and pension community. This article aims to provide some insight into the conceptual relationship between SRI and ESG and its legal implications for the investment behaviour of private pension funds in the USA and the EU. Hence, the first part of the article gives some background to the distinct concepts of SRI and ESG. This leads to the finding that SRI goes one step further than ESG by prioritising moral or ethical considerations that may not be material to an investment’s financial performance, whereas ESG functions as a guideline to enhance financial performance. The second part analyses the legal possibilities and constraints for responsible investment in American occupational pensions and the third part does the same for European occupational pensions. The article concludes with a summary and comparative overview of the American and European lessons.

Towards a New Role for Occupational Pensions in Continental Europe: Elements and Techniques of Solidarity Used within Funded Occupational Pension Schemes

2002 ◽  
Vol 4 (1) ◽  
pp. 25-53 ◽  
Author(s):  
Yves Stevens ◽  
Gerhard Gieselink ◽  
Bea Van Buggenhout
Keyword(s):  
European Society ◽  
Social Protection ◽  
Pension Reform ◽  
Occupational Pension ◽  
Anglo Saxon ◽  
Private Pensions ◽  
Occupational Pensions ◽  
Pension Schemes ◽  
Financial Issues

‘At first glance, it may seem incongruous to talk of private pensions in terms of equity. We do not for example, question whether champagne consumption is fairly distributed.’ This paper is about the debate on occupational pensions in continental Europe. Instead of looking at the financial issues, it looks at the elements of social protection and solidarity within occupational pensions. Occupational pensions are of increasing importance for continental European society. This is indicated by a so-called ‘new pension order’ that is predominantly influenced by the Anglo-Saxon vision of pensions. However, much of the ongoing (legal) debate on pension reform deals with elements such as fairness and redistribution.

Employment Rights and Duties, Statutory Office Holders, and Volunteers

2021 ◽  
pp. 57-80
Author(s):  
Elizabeth George ◽  
Karen Jackson
Keyword(s):  
Police Officers ◽  
Occupational Pension ◽  
Gender Pay Gap ◽  
Equal Pay ◽  
Pay Gap ◽  
Pension Schemes ◽  
And Gender ◽  
Employment Rights

This chapter examines Part 5 of the Equality Act 2010, which prohibits discrimination, harassment, and victimization in employment and analogous situations. It contains provisions regarding those who are not strictly employees but who are also protected from discrimination in the course of performing their duties such as police officers, partners, barristers and advocates, and other office holders. Part 5 also contains the Occupational Pension Schemes provisions. Meanwhile, Chapter 3 of Part 5 contains the provisions relating to equal pay, pregnancy and maternity pay, restrictions on pay discussions, and gender pay gap information. The Act consolidates and replaces the previous anti-discrimination legislation which is largely replicated in the Act, with some notable amendments. These amendments are intended to unify the level of protection across all of the protected characteristics and to resolve any anomalies, for example around disability-related discrimination.

21. Wages and benefits

2019 ◽  
pp. 369-383
Author(s):  
Stephen Taylor ◽  
Astra Emir
Keyword(s):  
Minimum Wage ◽  
Employment Law ◽  
Living Wage ◽  
Occupational Pension ◽  
Pension Schemes ◽  
The Many ◽  
The Right ◽  
To Receive ◽  
Sick Pay

This chapter examines the distinct areas of employment law that regulate the payment of wages and benefits. It starts by focusing on the national minimum wage and national living wage legislation, describing how these work in practice and assessing the many debates that still surround the effectiveness and impact of this legislation. It goes on to explain the situations in which employers can and cannot lawfully make deductions from pay packets, the right for all employees to receive an itemised pay statement and the administration of statutory sick pay (SSP). Finally, it briefly discusses the regulation of occupational pension schemes.

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