Voluntary forms of pension plans in Poland

Kamila Stańczak-Strumiłło


The progressive demographic changes have been determining the reforms of the pension systems around the world. The basic, mandatory pension schemes are being limited and have been giving way to the development of additional voluntary pension plans, which should gradually become an increasingly important part of the pension systems. Voluntary forms of pension plans have been functioning in Poland for several years. Unfortunately, the interest in creating voluntary pension savings is marginal – it encompasses a small percentage of this market’s potential participants. The aim of this paper is to characterize and to evaluate the development of the voluntary forms of pension plans in Poland. The analysis includes all forms of the voluntary pension plans functioning within the III pillar of the Polish pension system: Occupational Pension Plans (PPE), Individual Pension Accounts (IKE) as well as Individual Pension Security Accounts (IKZE). The study period covers the years 2006-2015.
Author Kamila Stańczak-Strumiłło (FM / DCF)
Kamila Stańczak-Strumiłło,,
- Department of Corporate Finance
Publication size in sheets0.61
Book Third International Scientific Conference ERAZ 2017 : Knowledge based sustainable economic development : conference proceedings, 2017, All in One Print Center, ISBN 978-86-80194-07-3, 695 p.
Keywords in Englishvoluntary pension schemes, occupational pension plans, individual pension plans, pension system
URL http://www.eraz.org.rs/uploads/4/7/0/4/47046595/eraz_2017_conference_proceedings.pdf
Languageen angielski
Score (nominal)0
ScoreMinisterial score = 0.0, 07-08-2019, ChapterFromConference
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