IPM representatives met at one site and answered contributors' questions
On December 11-13, 2024, as part of information and explanatory work among the population, an Open Day on the topic “Investment strategies of investment portfolio managers (IPM). Consideration of current issues of contributors” was held online in all branches of UAPF JSC in an online format.
As you know, since January 2021, UAPF contributors have been able to transfer their pension savings to private investment companies - IPM. Initially, it was possible to transfer only savings that exceeded the minimum sufficiency threshold or remained in the pension account after concluding a pension annuity agreement with an insurance company. However, since July 1, 2023, investment opportunities have expanded - UAPF contributors can transfer up to 50% of their savings through compulsory and compulsory occupational pension contributions, as well as 100% of voluntary contributions to trust management of private companies.
During the meeting, the Fund's specialists and representatives of investment companies told about what contributors need to know when choosing an IPM and the rules for transferring pension savings.
In addition, the UAPF employees held individual consultations with those who wished, during which they touched upon issues not only on the given topic, but also related to the pension system of Kazakhstan as a whole.
The online meeting aroused great interest and, according to the participants, was useful and productive.
We remind you that contributors can always get advice on the pension system both at UAPF branches and online: on the UAPF.kz website, in messengers and social networks. How to do it was also discussed at the event.