FAK 2616 Occupational Pension Insurance

FAK 2616 Occupational Pension Insurance

Course code: 
FAK 2616
Department: 
Law and Governance
Credits: 
7.5
Course coordinator: 
Ina Due-Tønnessen
Product category: 
Executive
Portfolio: 
Course in Insurance
Semester: 
2018 Spring
Active status: 
Active
Teaching language: 
Norwegian
Course type: 
One semester
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 outcomes - 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

 

Learning outcomes - Skills

After finishing the course, the students should be able to
Explain (the customers) the difference between the various pension solutions and what consequences the different solutions will have, both for the enterprise and for the employees.
Present proper pension solutions with basis in laws and regulations
Calculate different occupational pension types from particular presumptions.
 

Learning outcomes - 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.

Course content

Introduction

  • Development of group pension insurance.
  • Insurance Law.
  • Insurance Contract Act.
  • Tax rules for occupational pension insurance.
  • Marriage Act.
  • The Laws of occupational pension insurance.

Occupational pensions, defined-contribution pensions, new occupation pension - hybrid model

The Contract of Insurance and Insurance terms

Public occupational pensions

  • Act on the Norwegian Public Service Pension Fund.
  • Municipal pension schemes.
  • Coordination.

Pension funds

  • Private pension funds.
  • Public pension funds.

Group pension insurance

  • Regulations.
  • Areas of application.
  • Limitations and possibilities.

National Insurance

Contractual pension (AFP)

Group pension insurance in practice

  • Establishing and maintenance.
  • Premium calculation.
  • Insurance settlement.
  • Capital management.
  • Appropriation of surplus.
  • Account controlling.
  • Firms financial statements.
  • Removal.
  • Termination.

Consultancy

Ethic consideration

Learning process and requirements to student

Kurset er strukturert i tre selvstendige  emner. Fagstoff, oppgaver og digitale læringsressurser publiseres på nett, og studentene gis mulighet til å kommunisere med nettlærer og medstudenter. Det gjennomføres 3 webinarer i løpet av semesteret.

Webinarene tas opp og publiseres på nettet, slik at det skal være mulig å se dem selv om man ikke har mulighet til å delta direkte.

Normert studietid for alle tre emnekursene med eksamen er ett semester på deltid. 

Software tools
No specified computer-based tools are required.
Qualifications

Higher Education Entrance Qualification

Required prerequisite knowledge

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.

Exam categoryWeightInvigilationDurationGroupingComment exam
Exam category:
Submission
Form of assessment:
Written submission
Exam code:
FAK 26161
Grading scale:
ECTS
Grading rules:
Internal and external examiner
Resit:
Examination when next scheduled course
100No72 Hour(s)Individual A 72-hour individual home examination concludes the course. If the examination is to be used for Authorization, the candidate must at least obtain the grade C.
Exams:
Exam category:Submission
Form of assessment:Written submission
Weight:100
Invigilation:No
Grouping (size):Individual
Duration:72 Hour(s)
Comment:A 72-hour individual home examination concludes the course. If the examination is to be used for Authorization, the candidate must at least obtain the grade C.
Exam code: FAK 26161
Grading scale:ECTS
Resit:Examination when next scheduled course
Exam organisation: 
Ordinary examination
Total weight: 
100
Workload activityDurationType of durationComment student effort
Teaching18Hour(s)
Webinar15Hour(s)
Self study75Hour(s)
Group work / Assignments20Hour(s)
Examination72Hour(s)
Expected student effort:
Workload activity:Teaching
Duration:18 Hour(s)
Comment:
Workload activity:Webinar
Duration:15 Hour(s)
Comment:
Workload activity:Self study
Duration:75 Hour(s)
Comment:
Workload activity:Group work / Assignments
Duration:20 Hour(s)
Comment:
Workload activity:Examination
Duration:72 Hour(s)
Comment:
Sum workload: 
200

A course of 1 ECTS credit corresponds to a workload of 26-30 hours. Therefore a course of 7,5 ECTS credit corresponds to a workload of at least 200 hours.

Talis literature

Obligatorisk/Compulsory

Book
Authors/Editors År Tittel Edition Publisher StudentNote
  2017 Innskuddspensjon, obligatorisk tjenestepensjon og rammebetingelser: emnekurs 1 : Privat tjenestepensjon   BI Bank og Forsikring  
  2017 Ytelsespensjon, hybridpensjon, fripoliser og risikodekninger: emnekurs 2 : Privat tjenestepensjon   BI Bank og Forsikring  
  2017 Rådgivning og kompletterende produkter: emnekurs 3 : Privat tjenestepensjon   BI Bank og Forsikring  

No importance set

No type set
Authors/Editors År Tittel Edition Publisher StudentNote

Notes to students:

Lover, forskrifter og utdelt materiell