Readability, transparency and efficiency of individual pension products

2016/21/D/HS5/03905

Keywords

Descriptors

  • HS5_9: Polityka społeczna (w tym: polityka dotycząca ludności, zagadnienia zabezpieczenia społecznego, tzw. trzeci sektor, pomoc społeczna, gerontologia społeczna, governance i instytucje dialogu społecznego)
  • HS4_6: Rynki finansowe, finanse międzynarodowe
  • HS4_8: Ekonomia behawioralna, konsumpcja i zachowania konsumentów, marketing

Panel

HS5 – Norms and governance: law, political studies, regional and social policies

Host institution

Szkoła Główna Handlowa w Warszawie, Kolegium Analiz Ekonomicznych

Voivodeship: mazowieckie

Other projects carried out by the institution »

Principal investigator (from the host institution)

dr Joanna Rutecka-Góra

Number of co-investigators in the project: 5

Call

SONATA 11 – announced on 2016-03-15

Amount awarded
179 675 PLN
Project start date
2017-01-12
Project end date
2020-07-11
Project duration
42 months (the same as in the proposal)
Project status
Project settled

Project description

Download the project description in a pdf file

Note — project descriptions were prepared by the authors of the applications themselves and placed in the system in an unchanged form.

Information in the final report

Publication in academic press/journals (7)

  1. Readability, efficiency and costliness of individual retirement products in Poland

    Authors:
    Sylwia Pieńkowska-Kamieniecka, Joanna Rutecka-Góra, Patrycja Kowalczyk-Rólczyńska, Milena Hadryan
    Academic press:
    Equilibrium. Quarterly Journal of Economics and Economic Policy (year: 2021, volume: 16(1), pages: 45–74), Publisher: Institute of Economic Research (Poland) and Polish Economic Society
    Status:
    Published
    DOI:
    10.24136/eq.2021.002 – link to the publication
  2. Oprocentowanie i opłaty oraz zasady ich ustalania i zmian w bankowych wzorcach umów o indywidualne produkty emerytalne w kontekście stosowania w nich niedozwolonych klauzul umownych

    Authors:
    Joanna Rutecka-Góra, Edyta Rutkowska-Tomaszewska
    Academic press:
    Wiadomości Ubezpieczeniowe (year: 2021, volume: 3, pages: 33-57), Publisher: Polska Izba Ubezpieczeń
    Status:
    Published
    DOI:
    10.33995/wu2021.3.3 – link to the publication
  3. Inadequacies of regulations on supplementary pension plans in Central and Eastern European countries

    Authors:
    Joanna Rutecka-Góra
    Academic press:
    European Journal of Social Security (year: 2021, volume: 23(3), pages: 232-246), Publisher: SAGE Publishing
    Status:
    Published
    DOI:
    10.1177/13882627211038964 – link to the publication
  4. Investment efficiency of supplementary pension schemes vs macroeconomic factors

    Authors:
    Joanna Rutecka-Góra, Patrycja Kowalczyk-Rólczyńska, Sylwia Pieńkowska-Kamieniecka
    Academic press:
    Praca i Zabezpieczenie Społeczne (year: 2022, volume: LXIII nr 6, pages: 21-30), Publisher: Polskie Wydawnictwo Ekonomiczne
    Status:
    Published
    DOI:
    10.33226/0032-6186.2022.6.3 – link to the publication
  5. Supplementary pension schemes: needs, possibilities and problems with evaluation from the perspective of an individual saver

    Authors:
    Joanna Rutecka-Góra
    Academic press:
    Problemy Polityki Społecznej. Studia i Dyskusje (year: 2019, volume: Nr 44(1)/2019, pages: 101-115), Publisher: Uniwersytet Warszawski
    Status:
    Published
    DOI:
    10.31971/16401808.44.1.2019.101115 – link to the publication
  6. Efficiency of a supplementary old-age pension system - the case of Polish voluntary pension funds

    Authors:
    Joanna Rutecka-Góra
    Academic press:
    Financial Internet Quarterly e-Finanse (year: 2019, volume: Vol. 15 No. 3, pages: 76-87), Publisher: University of Information Technology and Management in Rzeszów
    Status:
    Published
    DOI:
    10.2478/fiqf-2019-0022 – link to the publication
  7. Individual pension products offered by banks in Poland – a multidimensional comparative analysis

    Authors:
    Joanna Rutecka-Góra
    Academic press:
    Financial Internet Quarterly (year: 2021, volume: Volume 17 Issue 4, pages: 91-104), Publisher: University of Information Technology and Management in Rzeszow (UITM)
    Status:
    Published
    DOI:
    10.2478/fiqf-2021-0029 – link to the publication

Book publications / chapters in book publications (1)

  1. (cała monografia)

    Authors:
    Joanna Rutecka-Góra, Kamila Bielawska, Milena Hadryan, Patrycja Kowalczyk-Rólczyńska, Sylwia Pieńkowska-Kamieniecka
    Book:
    Zrozumiałość, przejrzystośc i efektywność indywidualnych produktów emerytalnych w Polsce (year: 2020, volume: 1, pages: 202 s.), Publisher: Oficyna Wydawnicza SGH
    Status:
    Published

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Graphic design and implementation: Jakub Piotrowski