Educational guide
IDENTIFYING DATA							2022_23
Subject	PENSION FUNDS AND PLANS					Code	00509035
Study programme	0509 - GRADO EN FINANZAS
Descriptors	Credit.	Type	Year	Period
	6	Optional	Fourth	First
Language	Castellano
Prerequisites
Department	DIREC.Y ECONOMIA DE LA EMPRESA
Coordinador	AMOR TAPIA , BORJA				E-mail	deebat@unileon.es pcasc@unileon.es
Lecturers	AMOR TAPIA , BORJA CASTRO CASTRO , PAULA
Web	http://www.economicas.unileon.es
General description	The objetive of the subject is to know this tax-privileged individual investment vehicle, with the primary purpose of building a capital sum to provide retirement benefits, although it may also be used to provide death.
Tribunales de Revisión	Tribunal titular Cargo Departamento Profesor Presidente DIREC.Y ECONOMIA DE LA EMPRESA TASCON FERNANDEZ , MARIA TERESA Secretario FEITO RUIZ , ISABEL Vocal DIREC.Y ECONOMIA DE LA EMPRESA CASTAÑO GUTIERREZ , FRANCISCO JAVIER Tribunal suplente Cargo Departamento Profesor Presidente DIREC.Y ECONOMIA DE LA EMPRESA GONZALEZ VELASCO , MARIA DEL CARMEN Secretario DIREC.Y ECONOMIA DE LA EMPRESA SIERRA FERNANDEZ , MARIA DEL PILAR Vocal GONZALEZ FERNANDEZ , MARCOS

Competencias

Code
A5582
A5601
A5622
B691
B692
B699
B701
B706
B708
B713
B714
B716
B717
C2

Learning aims

	Competences
	A5582 A5601 A5622	B691 B692 B699 B701 B706 B708 B713 B714 B716 B717	C2

Contents

Topic	Sub-topic

Planning

Methodologies  ::  Tests
	Class hours	Hours outside the classroom	Total hours
PBL (Problem Based Learning)	25	29	54
Tutorship of group	15	15	30
Lecture	12	24	36
Mixed tests	4	20	24
	4	2	6
(*)The information in the planning table is for guidance only and does not take into account the heterogeneity of the students.

Methodologies

Methodologies   ::  

	Description
PBL (Problem Based Learning)
Tutorship of group
Lecture

Personalized attention

Tutorship of group

Description

Assessment

	Description	Qualification
PBL (Problem Based Learning)		20% de la calificación final
Mixed tests		60% de la calificación final
		20% de la calificación final
Other comments and second call

Sources of information

Access to Recommended Bibliography in the Catalog ULE

Basic	Ferruz, L./Andreu, L./Sarto, J.L., EL MERCADO ESPAÑOL DE FONDOS Y PLANES DE PENSIONES, AECA, 2008 Calvo Vérgez, J., FISCALIDAD DE LOS PLANES DE PENSIONES, La Ley, 2008 Suárez Crujo, B., LOS PLANES DE PENSIONES DEL SISTEMA DE EMPLEO. PRINCIPIOS ORDENADORES, Lex Nova, 2003 García Viña, Jordi, LOS PLANES Y FONDOS DE PENSIONES, Tirant lo Blanc, 2006
Complementary	, -Informes anuales y Webs de entidades financieras y de seguros., ,

Recommendations

Subjects that it is recommended to have taken before

FINANCIAL OPERATIONS ANALYSIS / 00509011 TAXATION OF FINANCIAL OPERATIONS / 00509018 ANALYSIS AND RISK MANAGEMENT OF INTEREST / 00509026 PRINCIPLES OF INSURANCE MANAGEMENT / 00509030 FURTHER STUDIES IN INSURANCE MANAGEMENT / 00509039