Нұр-Сұлтан қаласының Экономика және бюджеттік жоспарлау басқармасы
April 20, 2021

Net investment income of UAPF contributors amounted to KZT 217.9 billion

Net investment income of UAPF contributors amounted to KZT 217.9 billion

 

Key indicators of the UAPF as of March 1, 2021

 

As of March 1, 2021, pension savings in the amount of KZT 12.6 trillion were formed on the accounts of the contributors of the Unified Accumulative Pension Fund. Over the year, that is, from 03/01/2020 to 03/01/2021, the amount increased by more than KZT 1.5 trillion, or by 14%.

The main amount of pension savings was formed at the expense of compulsory pension contributions (CPC) and amounted to KZT 12.3 trillion (growth for the year was 14%). The amount of pension savings on compulsory occupational pension contributions (COPC) amounted to KZT 314.5 billion (an increase of 22%), the amount of pension savings on voluntary pension contributions (VPC) amounted to KZT 2.2 billion (an increase of 12%).

It is important to note that only for two months from January 1 to March 1, 2021, net investment income in the amount of KZT 217.9 billion was accrued to the accounts of UAPF contributors, which is KZT 78 billion (or 56%) more compared to the same period last 2020. The return indicators for the current year also exceed the indicators for the same period last year. Thus, the yield since the beginning of 2021 was 1.7%, with inflation of 1.3% (in the same period of the last year in 2020, the yield was 1.3% with inflation of 1.3%). If we consider the yield in annual terms (for the last 12 months from March 2020 to February 2021), then it was 11.4%, with inflation of 7.4% (in the same period last year, the yield was 7.8% with inflation 6 %).

Since the beginning of 2021, pension contributions in the total amount of KZT 191.6 billion have been received on contributors’ accounts, which exceeded the figure for the same period in 2020 by KZT 16.4 billion or 9%. Of the total amount of contributions, 94.8% are receipts to the UAPF for CPC – KZT 181.6 billion (an increase of 9%), KZT 9.9 billion (an increase of 13%) was received for an COPC, KZT 104 million (an increase of 34%) was listed for VPC.

Benefit payments from the Fund have grown significantly, primarily due to lump-sum pension benefits (LSPB). In just two months, the contributors of the UAPF were paid over KZT 704 billion, most of the payments amounted to KZT 649.9 billion – LSPB. The second in terms of payments were transfers to insurance organizations, they amounted to KZT 19.3 billion, followed by benefits by age of KZT 15.9 billion, by inheritance – KZT 13.3 billion, for leaving for permanent residence outside the Republic of Kazakhstan – KZT4.5 billion, for burial – KZT 0.9 billion and benefits for disability – KZT 0.4 billion.

The number of individual pension accounts in the UAPF as of March 1, 2021 amounted to 11.7 million units (an increase over the year was 10%). The largest number of accounts was opened for compulsory pension contributions (CPC) – 10,986,723 (an increase of 11% over the year). Next, there are accounts formed at the expense of COPC – 532 757 (an increase of 4%), the number of accounts at the expense of VPC in the UAPF is now 60,177 (an increase of 9%).

UAPF was established on August 22, 2013 on the basis of GNPF APF JSC. The UAPF founder and shareholder is the Government of the Republic of Kazakhstan represented by the State Institution “Committee of State Property and Privatization” of the Ministry of Finance of the Republic of Kazakhstan. UAPF pension assets are managed by the National Bank of the Republic of Kazakhstan. From January 1, 2016, the functions for developing proposals to improve the management of pension assets were transferred to the National Fund Management Council. In accordance with the pension legislation, the UAPF attracts compulsory pension contributions, compulsory occupational pension contributions, voluntary pension contributions, pension benefits, individual accounting of pension accumulations and benefits, provides the contributor (beneficiary) with information on the status of his pension accumulations (for more information visit www.enpf.kz)

 


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