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Policies and Procedures for Pension Reform Compliance

1. Purpose

The purpose of this document is to define policies and procedures to ensure compliance with pension reform regulations, thereby safeguarding employee benefits, adhering to legal obligations, and maintaining the financial integrity of the pension system.

2. Scope

This policy applies to all employees, departments, and external vendors involved in the administration, funding, and management of the organization’s pension scheme.

3. Policy Statement

instinctHub is committed to full compliance with all applicable pension reform laws and regulations. This includes ensuring adequate funding, accurate record-keeping, timely reporting, and transparent communication with stakeholders.


4. Roles and Responsibilities

  1. Human Resources Department
  • Ensure employee enrollment in pension plans as required by law.
  • Maintain accurate and up-to-date records of employee contributions.
  1. Finance Department
  • Ensure timely payment of contributions to the pension fund.
  • Monitor funding levels and report any shortfalls to management.
  1. Compliance Officer
  • Monitor changes in pension reform laws and update policies as needed.
  • Coordinate audits and regulatory reporting.
  1. Pension Plan Administrator
  • Manage the day-to-day operations of the pension scheme.
  • Provide employees with regular statements and updates.
  1. Employees
  • Review and understand their pension plan entitlements.
  • Notify HR of any personal or employment status changes affecting their pension.

5. Procedures

5.1 Employee Enrollment and Contributions

  • New employees must be enrolled in the pension scheme within 30 days of hire.
  • Employee and employer contributions will be deducted and remitted as specified by reform guidelines.
  • Records of contributions will be maintained in the HR Information System (HRIS).

5.2 Pension Fund Management

  • Contributions will be transferred to the pension fund within 5 days of payroll processing.
  • Investment of pension assets must comply with Pensions Act 2014, and regular reviews will be conducted to ensure alignment with reform mandates.

5.3 Compliance Monitoring

  • The Compliance Officer will review pension policies annually to ensure alignment with legal requirements.
  • External audits will be conducted annually to verify compliance with pension reform requirements.

5.4 Reporting

  • Quarterly reports on funding status and compliance will be submitted to the National Pension Commission.
  • Employees will receive annual statements outlining contributions, accrued benefits, and projected payouts.

5.5 Communication with Employees

  • Employees will be informed of any changes to pension schemes resulting from reform.
  • Training sessions will be held annually to educate employees about their rights and responsibilities under the pension scheme.

5.6 Handling Grievances

  • Employees can submit pension-related grievances to HR, which will respond within 7 Days.
  • Appeals can be escalated to the Pension Plan Administrator if necessary.

6. Record-Keeping

  • Contribution records, actuarial reports, and compliance certificates will be retained for at least 3 years.
  • Access to records will be restricted to authorized personnel only.

7. Risk Management

  • Annual stress testing will be conducted to assess the resilience of the pension plan under various economic scenarios.
  • A contingency plan will be in place to address funding shortfalls.

8. Review and Updates

  • This policy will be reviewed annually or as required by changes in legislation.
  • Updates will be approved by senior management and communicated to all relevant stakeholders.

9. Non-Compliance

Non-compliance with these policies may result in disciplinary action, including fines or penalties as imposed by regulatory bodies.


10. Approval and Acknowledgment

This policy has been reviewed and approved by Management. All employees and stakeholders must acknowledge receipt and understanding of this document.