Projects funded by the NCN

Information on the principal investigator and host institution

Information of the project and the call

Keywords

Equipment

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Readability, transparency and efficiency of individual pension products

2016/21/D/HS5/03905

Keywords:

supplementary old-age pension systems individual pension plans retirement accounts readability of financial contracts efficiency of pension products

Descriptors:

  • HS5_9: Social policy (incl. social security, NGOs, social aid, social gerontology, governance and institutions of social dialogue)
  • HS4_6: Financial markets, international finance, public finance
  • HS4_8: Behavioral economics, consumption and consumer behavior, marketing

Panel:

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

Host institution :

Szkoła Główna Handlowa w Warszawie, Kolegium Analiz Ekonomicznych

woj. 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 (Y-m-d): 2017-01-12

Project end date (Y-m-d): 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 (9)
  • Book publications / chapters in book publications (1)
  1. Individual pension products offered by banks in Poland – a multidimensional comparative analysis
    Authors:
    Joanna Rutecka-Góra
    Academic press:
    Financial Internet Quarterly (rok: 2021, tom: Volume 17 Issue 4, strony: 91-104), Wydawca: University of Information Technology and Management in Rzeszow (UITM)
    Status:
    Published
    DOI:
    10.2478/fiqf-2021-0029 - link to the publication
  2. 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 (rok: 2022, tom: LXIII nr 6, strony: 21-30), Wydawca: Polskie Wydawnictwo Ekonomiczne
    Status:
    Published
    DOI:
    10.33226/0032-6186.2022.6.3 - link to the publication
  3. 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 (rok: 2021, tom: 16(1), strony: 45–74), Wydawca: Institute of Economic Research (Poland) and Polish Economic Society
    Status:
    Published
    DOI:
    10.24136/eq.2021.002 - link to the publication
  4. Readability and clarity of individual pension product contracts
    Authors:
    Milena Hadryan, Joanna Rutecka-Góra
    Academic press:
    International Journal for the Semiotics of Law - Revue internationale de Sémiotique juridique , Wydawca: Springer
    Status:
    Submitted
    DOI:
    brak - link to the publication
  5. 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" (rok: 2019, tom: Vol. 15 No. 3, strony: 76-87), Wydawca: University of Information Technology and Management in Rzeszów
    Status:
    Published
    DOI:
    10.2478/fiqf-2019-0022 - link to the publication
  6. 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 (rok: 2021, tom: 3, strony: 33-57), Wydawca: Polska Izba Ubezpieczeń
    Status:
    Published
    DOI:
    10.33995/wu2021.3.3 - link to the publication
  7. Complex Pension Products: A Multidimensional Approach
    Authors:
    Joanna Rutecka-Góra, Sylwia Pieńkowska-Kamieniecka, John A. Turner
    Academic press:
    Empirica. Journal of European Economics , Wydawca: Springer
    Status:
    Submitted
    DOI:
    brak - link to the publication
  8. Inadequacies of regulations on supplementary pension plans in Central and Eastern European countries
    Authors:
    Joanna Rutecka-Góra
    Academic press:
    European Journal of Social Security (rok: 2021, tom: 23(3), strony: 232-246), Wydawca: SAGE Publishing
    Status:
    Published
    DOI:
    10.1177/13882627211038964 - link to the publication
  9. 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 (rok: 2019, tom: Nr 44(1)/2019, strony: 101-115), Wydawca: Uniwersytet Warszawski
    Status:
    Published
    DOI:
    10.31971/16401808.44.1.2019.101115 - link to the publication
  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 (rok: 2020, tom: 1, strony: 202 s.), Wydawca: Oficyna Wydawnicza SGH
    Status:
    Published

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