Pension Fund Market in India Outlook 2021: Big Things are Happening

Research Reports

Sep 25, 2021

HTF Market Intelligence released a new research report of 37 pages on title ‘Pension Fund Market in India 2021’ with detailed analysis, forecast and strategies. The study covers geographic analysis that includes regions like APAC (India). The Research report presents a complete assessment of the market and contains Future trend, Current Growth Factors, attentive opinions, historical data, facts and statistically supported and industry certified market data.

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Summary

The pension fund market in India was valued at INR 13.72 tr in 2020 and is estimated to grow at 7% CAGR. Low existing coverage and massive workforce in the unorganized sector provides a huge untapped market for the pension market. Strong opportunity for the private players also exists as the government provides ample support to them. The government also aims to take significant measures to implement the new pension scheme and increase pension coverage. Support to foreign players and changing demographics in the country will drive the market.

The report begins with an introduction including the history of India’s social security laws, types of pension systems and the various pension schemes in India. This section introduces one to the pension structure that has been followed in India historically. The various pillars of pension schemes and their characteristic features have also been provided including nature, eligibility, applicability, funding, benefit, premature withdrawal option and taxation.

This is followed by the market overview section which gives an insight into the overall pension fund market, its size and growth. It delves further into the growth of pension premium, pension coverage and government pension expenditure. Growth of pension premium was much more compared to that of the total life insurance premium in 2007-08. Percentage of pension in total number of policies, including insurance policies, has also risen to 20% in 2008. Pensions comprise of one of the largest components of government expenditures and are set to increase further. The government has taken to encourage and support private pension funds to ease the financial burden.

An analysis of the drivers explain the factors for growth of the industry including low existing coverage, changing demographic pattern, higher savings rate, support to private and foreign players and increasing investment potential. Strong opportunity exists in the market as existing penetration and coverage of pension funds is low. This coupled with the fact that life expectancy amongst individuals is rising and the trend towards higher savings will lead to a developing market. The key challenges of the market include structural flaws in pension systems including low returns, market domination and implementation hurdles. Additionally, pension systems in the market have a rigid structure, not providing the necessary flexibility to consumers. Burden on government finances has created a major fiscal drag.

This is followed by a section on government participation which covers various regulations, initiatives and schemes forwarded by them including Employees’ Provident Fund Organisation, Project OASIS, High Level Expert Group (HLEG), Pension Fund Regulatory and Development Authority (PFRDA), New Pension Scheme (NPS) and Expected Developments. New Pension Scheme also incorporates information regarding the framework, key constituents, basic cost structure, performance with statistics, recent initiatives and future outlook.

The competition section provides an overview of the competitive landscape in the industry and includes a detailed profile of the major players in the market. The report concludes with a section on strategic recommendations which comprises of an analysis of the growth strategies of the pension fund market in India.

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Chapter 1: Executive summary

Introduction

Chapter 2: History of India’s Social Security Laws

Chapter 3: Types of Pension Systems

Chapter 4: Pension Systems in India

Chapter 5: Pension Schemes in India

Market Overview

Chapter 6: Pension Fund Market – Overview, Growth (2021-2026e); Pension Premium – Overview, Growth (2015-2020)

Chapter 7: Pension Coverage – Overview, Coverage (2010); Central Government Finances, Total Government Pension Expenditure (2006-2010)

Drivers & Challenges

Chapter 8: Drivers – Summary 

Chapter 9-13: Drivers

Chapter 14-15: Challenges

Government Participation

Chapter 16: Government Participation – Summary

Chapter 17-18: Employees’ Provident Fund Organisation (EPFO)

Continued….

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