Pension Schemes

Study:	Civil Law - 9. semester Commercial Law - 9. semester Constitutional-Administrative - 9. semester Criminal Law - 9. semester International Law - 9. semester The European Union Law - 9. semester
Code:	168701
ECTS:	4.0
Course coordinators:	izv. prof. dr. sc. Ivana Vukorepa
Exam dates:	26. 06. 2023. 10. 07. 2023. 28. 08. 2023. 11. 09. 2023. Exam registration: Studomat

Literature:

Vukorepa, Ivana. Mirovinski sustavi: kapitalno financiranje kao čimbenik socijalne sigurnosti. Zagreb: Pravni fakultet, 2012.; , str
Potočnjak, Željko; Vukorepa, Ivana. Cjeloživotno modeliranje portfelja u kapitalno financiranim mirovinskim sustavima određenih doprinosa, Privredna kretanja i ekonomska politika, 22(2012) 130, str. 29-60; , str
Vukorepa, Ivana. Lost between Sustainability and Adequacy: Critical Analysis of the Croatian Pension System's Parametric Reform (Izgubljena između održivosti i primjerenosti: kritička analiza parametarske reforme hrvatskog mirovinskog sustava). Revija za socijalnu politiku, 22(2015), 3, str. 279-308; , str
Potočnjak, Željko; Vukorepa, Ivana; Drugi mirovinski stup: prijepori i moguća poboljšanja, Zbornik 56. susreta pravnika / Miladin, Petar; Giunio, Miljenko (ur.); Hrvatski savez udruga pravnika u gospodarstvu (2018), str. 231-271; , str
Zakon o mirovinskom osiguranju; , str
Zakon o obveznim mirovinskim fondovima; , str
Zakon o dobrovoljnim mirovinskim fondovima; , str
Zakon o mirovinskim osiguravajućim društvima; , str

Description:

The aim of the course is to teach students fundamentals on organizational, financial and regulatory aspects of various forms of private and public pension schemes and make them understand how they are conditioned by historical, economic, technological, demographic and socio-political conditions. Students will learn to identify the main problems and risks within a particular type of pension schemes, as well as within a pension system as a whole. They will be able to evaluate the potential effects of the reform solutions, regarding the social aim and the evaluation criteria (pension adequacy and affordability, system's sustainability, fairness and predictability).

Cognitive Skills:

Pension schemes are the foundation of country's social security. Therefore, this course contributes to the objectives of the study programe by several learning outcomes:

Understanding of the structural, cultural and political conditions that affect the development and regulatory framework of pension systems;

Adoption of theoretical knowledge about the functioning, the advantages and pitfalls of public and private pension schemes;

Finding reform solutions to the problems of pension system's sustainability and pension adequacy;

Practical and Generic Skills:

After successfully completing the course, the students will be able to:

Define the basic terms and use internationally accepted terminology for public and private pension schemes;

Recognise and select the main factors that influence the development of pension schemes;

Name and describe pension schemes with regard to the social objectives, normative regulation, organizational structure, personal coverage, sources and methods of financing, risks, costs of the system and the level of benefits;

Compare the pension systems;

Differentiate various factors that influence the pension amount;

Identify the main problems in the functioning of certain pension schemes;

Analyze and critically evaluate the potential effects of the regulatory reforms;

Matching Assessments to Learning Outcomes:

Students need to attend classes regularly, read preparatory materials and successfully pass the oral exam. Knowledge assessment is focused on checking the elements indicated in learning outcomes.

Consultations schedule:

izv. prof. dr. sc. Ivana Vukorepa:
Thursdays at 11.00.
Location: Gundulićeva 10, room 13

Literature
Vukorepa, Ivana. Mirovinski sustavi: kapitalno financiranje kao čimbenik socijalne sigurnosti. Zagreb: Pravni fakultet, 2012.; , str
Potočnjak, Željko; Vukorepa, Ivana. Cjeloživotno modeliranje portfelja u kapitalno financiranim mirovinskim sustavima određenih doprinosa, Privredna kretanja i ekonomska politika, 22(2012) 130, str. 29-60; , str
Vukorepa, Ivana. Lost between Sustainability and Adequacy: Critical Analysis of the Croatian Pension System's Parametric Reform (Izgubljena između održivosti i primjerenosti: kritička analiza parametarske reforme hrvatskog mirovinskog sustava). Revija za socijalnu politiku, 22(2015), 3, str. 279-308; , str
Potočnjak, Željko; Vukorepa, Ivana; Drugi mirovinski stup: prijepori i moguća poboljšanja, Zbornik 56. susreta pravnika / Miladin, Petar; Giunio, Miljenko (ur.); Hrvatski savez udruga pravnika u gospodarstvu (2018), str. 231-271; , str
Zakon o mirovinskom osiguranju; , str
Zakon o obveznim mirovinskim fondovima; , str
Zakon o dobrovoljnim mirovinskim fondovima; , str
Zakon o mirovinskim osiguravajućim društvima; , str