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Regulations regarding pension foundations
The Swedish Financial Supervisory Authority issued regulations applying to pension foundations safeguarding commitments for at least 100 persons or voluntarily opting in. These rules mandate specific disclosures regarding foundation operations, policy documents, investment guidelines, and impact analysis. Subsequent amendments introduced requirements for publishing remuneration policies, clarifying derivative instrument usage, and implementing new suitability assessment procedures.
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Regulations regarding pension foundations
In force from 2019-12-15
Summary
The regulations, which enter into force on 15 December 2019, apply to pension foundations that safeguard pension commitments for at least 100 persons for which provisions have been made to the foundation.
The regulations also apply to pension foundations that have chosen themselves to apply the provisions set out in section 9a, first and second paragraphs of the Safeguarding of Pension Commitments, etc. Act (1967:531).
The regulations contain provisions on information about the pension foundation and its operations, the content of policy documents, and the content of investment guidelines and impact analysis.
Amendments
The amendments entail a clarification that there are provisions on when a pension foundation must provide information about the foundation and its activiteis even in section 10o of the Safeguarding of Pension Commitments, etc., Act (1967:531).
The amendments enter into force on 6 July 2021. Amendment 2021:7
Under the amendments, a pension foundation shall make available information about the content of its remuneration policy on its website. The amendments also entail a clarification of how a pension foundation may use derivative instruments and adjust a provision on the content of a pension foundation's investment guidelines. The amendments also introduce a provision on suitability assessment. FI furthermore introduces a new suitability assessment application form. The amendments enter into force on 1 July 2020. Amendment FFFS 2020:8
Documents
FFFS 2019:19
Changes
Number
FFFS 2021:7
Date
2021-07-06
Heading
FFFS 2021:7
Number
FFFS 2020:8
Date
2020-07-01
Heading
FFFS 2020:8
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Source: Finansinspektionen — original document · Summary generated with machine assistance and reviewed before publication; the authoritative text is the regulator's original document. How RegAlert works
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