FAK 2616 Occupational Pension Insurance
Responsible for the course Ina Due-Tønnessen
Department Department of Accounting - Auditing and Law
Term According to study plan
ECTS Credits 7,5
Language of instruction Norwegian
Introduction This course is meant especially for employees in the insurance industry who works with topics within occupational pension insurance, both when it comes to administration, and to claims settlement. The course constitutes a part of the authorization for insurance brokers and the authorization for personal insurance consultants.
Learning outcome Acquired knowledge This course aims to give the students an overview of occupational pension insurance, also related to the new laws of mandatory occupational pensions and defined-contribution pensions. In addition the students shall know how the Insurance Contracts Act and the Insurance Activity Act, together with other special acts determine the framework for occupational pension insurance
Acquired skills After finishing this course, the students shall be able to explain the difference between the various concepts and what consequences the different solutions will have for the employees and the firms respectively.
Reflection The students shall work up a particular conscious attitude to laws and rules that relate to their profession, and be conscious that those choices they make and the advices they give, may have large impact on others.
Prerequisites The course requires a basic knowledge of Norwegian financial activity, and of central legal provisions within this business sector. Students should have passed the BI courses: Introduction to Insurance, Introduction to Law I and Life Insurance Private and Corporate. Own experience from work in the insurance business is also an important source of comprehension.
Compulsory reading Books: Hamre, Bjørn, red. 2011. Kollektiv pensjonsforsikring. 14 utg. BI Forsikring
Articles: Hamre, Bjørn. Utviklingen for rammebetingelser av betydning for kollektiv pensjon 2003-2011. Siste utg. Artikkelen revideres fortløpende for å få med de siste endringene
Other: Lover, forskrifter og utdelt materiell
Recommended reading
Course outline Introduction
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Development of group pension insurance
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Insurance Law
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Insurance Contract Act
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Tax rules for occupational pension insurance
- Marriage Act
Occupational pensions and defined-contribution pensions
The Contract of Insurance and Insurance terms
Public occupational pensions
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Act on the Norwegian Public Service Pension Fund
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Municipal pension schemes
- Coordination
Pension funds
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Private pension funds
- Public pension funds
Group pension insurance
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Regulations
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Areas of application
- Limitations and possibilities
Short about the National Insurance
Contractual pension (AFP)
Group pension insurance in practice
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Establishing and maintenance
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Premium calculation
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Insurance settlement
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Capital management
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Appropriation of surplus
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Account controlling
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Firms financial statements
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Removal
- Termination
Changes
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New National Insurance
- New EU rules
Computer-based tools Access to the Internet is required. Learning platform: It’s learning.
Learning process and workload Part-time Organized as distance education based on self-study and two non-compulsory send-ins. intensive seminars (2+2 days) are organized. Participation is voluntary.
Actitvity |
Use of hours |
Participation at lectures - 4 days |
32 |
Preparations for lectures |
12 |
Working with literature |
96 |
Assignments and activities on It's Learning |
20 |
Solving mandatory assignments (3) |
36 |
Exam |
4 |
Recommended use of hours |
200 |
Examination A four-hour individual written examination concludes the course. If the examination is to be used for Authorization, the candidate must at least obtain the grade C.
Examination code(s) FAK 26161 Written examination, which accounts for 100 % of the final grade in the course FAK 2616 Occupational Pension Insurance, 7,5 credits
Examination support materials All support materials are allowed including a BI-defined exam calculator. TEXAS INSTRUMENTS BA II Plus™
Examination support materials are specified under examination information in our web-based Student Handbook. Please note the use of calculator and dictionary. http://www.bi.edu/studenthandbook/examaids
Re-sit examination A re-sit is held in connection with the next scheduled exam in the course.
Additional information
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