Health, Welfare and Pensions
DATES TBC
DURATION: 2 training days
LECTURER: Federica Seganti, Programme Director MIRM and Core Faculty MIB Trieste School of Management
This course addresses the fundamental policy debate between state and market in welfare provision, examining theories through the lens of equity versus efficiency. You'll explore how societies approach redistribution and tackle two essential questions: what are the aims of social policy, and by what methods are those aims best achieved?
Pension problems require a multi-disciplinary approach. You'll gain knowledge of pension system frameworks and their role in lifecycle financial planning, covering different plan types and their risks.
The course examines both pay-as-you-go and funded financing mechanisms, teaching you methods to calculate pension liabilities and understand how they respond to macroeconomic or demographic shocks.
The regulatory component analyzes IORP I and IORP II directives, including the Holistic Balance Sheet methodology, quantitative and qualitative requirements, and reporting obligations.
Special attention is given to cross-border pensions, captive insurance for employee benefits, and socially responsible investment in pension fund management.
The health insurance segment covers both individual and insurer perspectives, examining risk management and product types.
Three core sections:
DURATION: 2 training days
LECTURER: Federica Seganti, Programme Director MIRM and Core Faculty MIB Trieste School of Management
This course addresses the fundamental policy debate between state and market in welfare provision, examining theories through the lens of equity versus efficiency. You'll explore how societies approach redistribution and tackle two essential questions: what are the aims of social policy, and by what methods are those aims best achieved?
Pension problems require a multi-disciplinary approach. You'll gain knowledge of pension system frameworks and their role in lifecycle financial planning, covering different plan types and their risks.
The course examines both pay-as-you-go and funded financing mechanisms, teaching you methods to calculate pension liabilities and understand how they respond to macroeconomic or demographic shocks.
The regulatory component analyzes IORP I and IORP II directives, including the Holistic Balance Sheet methodology, quantitative and qualitative requirements, and reporting obligations.
Special attention is given to cross-border pensions, captive insurance for employee benefits, and socially responsible investment in pension fund management.
The health insurance segment covers both individual and insurer perspectives, examining risk management and product types.
Three core sections:
- Welfare state theories and pension architecture: equity vs efficiency debates, public and private provision, plan types and sustainability
- Regulatory frameworks and pension management: IORP I & II directives, HBS methodology, cross-border considerations
- Health insurance systems: individual needs, insurer risk management, and product analysis
