- India’s retirement-savings scheme, NPS, just underwent a makeover, allowing pension fund managers to allocate more funds to equity
- The reforms also include a relaxation in mandatory annuity limits and reducing the minimum vesting period
- While NPS has historically delivered better returns than mutual funds across asset classes, it isn’t as popular as the latter yet
- The current reforms are a big step in changing that dynamic. But for NPS to be a strong contender, it’s not enough
Enter your email address to receive a daily summary of all our stories.
Every few years, India tries to make retirement sound exciting. This time, it might almost succeed.
The pension regulator’s newly
The common thread that binds them all: up to 100% exposure to equity.
Unlike earlier, where funds had to limit their equity focus to 75%, MSF allows diverting a subscriber’s full investment amount, in a new scheme, into the asset class. It’s a chance at reaping higher returns.
Besides reducing the vesting period from the age of 60 to a minimum of 15 years from the investment, the Pension Fund Regulatory and Development Authority (PFRDA) has also mooted the idea of halving the mandatory
All of this may sound like technical tweaks, but they mark a fundamental shift.
The NPS has long struggled to win savers’ confidence. Commissions were too low to attract distributors, investment rules too restrictive to appeal to younger investors, and annuities too inflexible to suit changing lifestyles. The fact that one had to set aside 40% of one’s retirement corpus into annuity was another
The reforms—part of the changes by the PFRDA shifting to a higher gear in the last four months under its new chair, Sivasubramanian Ramann—were long overdue, said many industry stakeholders. “There are ambitious targets to increase the assets under management (AUM) for NPS by 10X in the next five years,” said a senior executive from a pension fund.
That’s a lofty target for an instrument not as popular as, say, mutual funds.
Share this article with your network
Send the article link to friends or colleagues who might find this story interesting or insightful.
Send the article link to friends or colleagues who might find this story interesting or insightful.