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Inclusive Pension Savings

The project will aim to increase the number of small businesses that contribute to the pension savings (affiliations), and the rate of revenue contribution of these microentrepreneurs (contributions).

Project Detail

Country

Regional

Project Number

RG-M1277

Approval Date

July 22, 2015

Project Status

Closed

Project Type

Technical Cooperation

Sector

FINANCIAL MARKETS

Subsector

FINANCIAL INCLUSION

Lending Instrument

Instrumento del Fondo Multilateral de Inversiones

Lending Instrument Code

MIF

Modality

-

Facility Type

-

Environmental Classification

Likely to cause minimal or no negative environmental and associated social impacts

Total Cost

USD 3,142,000.00

Country Counterpart Financing

USD 1,377,000.00

Original Amount Approved

USD 1,765,000.00

Financial Information
Operation Number Lending Type Reporting Currency Reporting Date Signed Date Fund Financial Instrument
ATN/ME-15065-RG Non-Sovereign Guaranteed USD - United States Dollar Multilateral Investment Fund II (MIF) - Nonreimbursable
Operation Number ATN/ME-15065-RG
  • Lending Type: Non-Sovereign Guaranteed
  • Reporting Currency: USD - United States Dollar
  • Reporting Date:
  • Signed Date:
  • Fund: Multilateral Investment Fund II (MIF) -
  • Financial Instrument: Nonreimbursable

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Other Documents
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-33
Publication
saving-without-barriers-lessons-from-the-retirement-savings-laboratory-pilot-projects.pdf
Aug. 13, 2021
English
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-31
Publication
ahorro-sin-barreras-lecciones-de-las-intervenciones-del-laboratorio-de-ahorro-para-el-retiro.pdf
Apr. 06, 2021
English
https://www.iadb.org/document.cfm?id=EZSHARE-2069621122-762
Cofinancing Grants Administered by the Bank
Administration Agreement between the Inter-American Development Bank and MetLife Foundation dated December 10, 2 [40045245].PDF
Mar. 01, 2016
English
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-6
Access to Information
Redes sociales para incentivar el ahorro_ME.pdf
Apr. 10, 2018
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-29
Publication
como-fomentar-el-ahorro-para-el-retiro-entre-los-trabajadores-de-bajos-ingresos-e-independientes.pdf
Dec. 03, 2019
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-7
Access to Information
SMS para incrementar ahorro voluntario para el retiro_CO.PDF
Apr. 10, 2018
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-11
Discussion Papers
Promoción del ahorro voluntario entre clientes BancoEstado_CH FINAL.pdf
Apr. 11, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-15
Access to Information
Informational letters & subsidies to promote voluntary savings_CH.pdf
Apr. 13, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-8
SMS para promover ahorro voluntario_ME.PDF
Apr. 10, 2018
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-16
Access to Information
Promoting retirement savings via social networks_ME.pdf
Apr. 13, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-9
Access to Information
Cartas informativas & subsidios para promover el ahorro voluntario_CH.PDF
Apr. 11, 2018
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-17
Access to Information
Promoting voluntary retirement savings with BancoEstado clients_CH.pdf
Apr. 13, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-18
Access to Information
SMS to increase voluntary retirement savings_CO.pdf
Apr. 13, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-19
Access to Information
SMS to promote voluntary retirement savings_ME.pdf
Apr. 13, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-23
Publication
wp-increasing-retirement-savings-through-access-points-and-persuasive-messages.pdf
Jul. 16, 2019
English
https://www.iadb.org/document.cfm?id=EZSHARE-207487654-10
Discussion Papers
Promocion del ahorro voluntario entre clientes BancoEstado CH FINAL2.pdf
Apr. 24, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-4
Access to Information
Cartas informativas y subsidios para promover el ahorro voluntario_CH.PDF
Apr. 10, 2018
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-25
Publication
wp-educacion-financiera-y-previsional-a-traves-del-taller-ahorra-desde-ahora.pdf
Aug. 01, 2019
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-5
Access to Information
Promoción del ahorro voluntario entre clientes BancoEstado_CH.pdf
Apr. 10, 2018
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-1799336275-27
Publication
how-to-promote-retirement-savings-for-low-income-and-independent-workers.pdf
Nov. 27, 2019
English
Implementation Phase
https://www.iadb.org/document.cfm?id=EZSHARE-1400369998-16
Monitoring and Evaluation Plan (during Execution)
ATNME-15065-RG PSR07961-06302020.pdf
Jul. 19, 2021
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-280385071-27931
Specific Procurement Notices
RG-M1277 [39979479].PDF
Jan. 15, 2016
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-1983553961-32041
Technical Cooperation Agreement
Inclusive Retirement Savings_ From Access to Use in Chile, Colombia, Mexico, and Peru [39660234].PDF
Aug. 11, 2015
English
https://www.iadb.org/document.cfm?id=EZSHARE-1983553961-32042
Technical Cooperation Agreement
Ahorro Previsional Inclusivo_ Del Acceso al Uso en Chile, Colombia, México y Perú [39660266].PDF
Aug. 11, 2015
Spanish
https://www.iadb.org/document.cfm?id=EZSHARE-1400369998-10
Project Performance Monitoring Report
MIF Project Status Report-12-2018-ATN_ME-15065-RG - Rep7510.pdf
Apr. 05, 2019
English
https://www.iadb.org/document.cfm?id=EZSHARE-1400369998-4
Project Performance Monitoring Reports
MIF Project Status Report-12-2016-ATN_ME-15065-RG - Rep6385.pdf
Jul. 27, 2017
English
https://www.iadb.org/document.cfm?id=EZSHARE-1400369998-5
Project Performance Monitoring Reports
MIF Project Status Report-6-2017-ATN_ME-15065-RG - Rep6682.pdf
Sep. 13, 2017
English
https://www.iadb.org/document.cfm?id=EZSHARE-1400369998-6
Project Performance Monitoring Reports
MIF Project Status Report-12-2017-ATN_ME-15065-RG - Rep6999.pdf
May. 29, 2018
English
https://www.iadb.org/document.cfm?id=EZSHARE-1400369998-9
Project Performance Monitoring Report
MIF Project Status Report-6-2018-ATN_ME-15065-RG - Rep7259.pdf
Feb. 19, 2019
English

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