Wednesday, 28 January 2015

Pension fund:Tough route to infrastructural financing



Chuks Udo Okonta

Accessing pension  fund for infrastructural financing can be likened to the biblical saying that "it is easier for a camel to go through the eye of a needle..." this is owing to the stringent measures put in place to protect the fund.

Although pension operators believe the fund is money held in trust for workers, industry observers believe the stringent rules are capable of denying the public benefits accruable from good infrastructure and by extension continue to impact the pension scheme negatively as poor infrastructure put great burden on employers making it difficult for them to fulfill their obligations as required by the Pension Reform Act.

Section 5.2.3 of the Regulation   on Investment   of Pension Fund Assets outlines         the    investment    criteria    for   pension    fund    investments     in Infrastructure, as follows: the Infrastructure   project shall be: Not less than N5billion in value and must be  awarded   to  a  concessionaire    with  a  good  track   record through   an   open   and   transparent    bidding   process   in accordance with  the  due  process  requirements   set out  in the Infrastructure Concession and       Regulatory Commission  (ICRC)  Act    and    any    regulation     made pursuant thereto and certified by the Infrastructure Concession  and  Regulatory  Commission   (ICRC)  and approved by the Federal Executive Council (FEC).

The regulation states that   fund can only be invested in core  infrastructure projects, whose business plans and financial projections indicate that they are viable as well as economically and financially rewarding for investment by pension funds.

 It said the  bonds   or   debt    instruments    issued   to   finance    the infrastructure project shall in addition, have robust credit enhancements  for example, Guarantees by the Federal Government   or   eligible    bank!    Development finance institution or MDFOs; Multilateral Development Finance Organisation for example,  International Finance Corporation (IFC), African Development Bank (AfDB) and so on.

Continuing it said the value of the Infrastructure Fund shall not be less than N5billion, while the   Infrastructure Fund shall have well defined and publicized investment objectives and strategy as well as disclosures of pricing of underlying assets, including any other     necessary    information.    All    annual   financial statements of the Fund shall be audited by reputable firms of chartered accountants.

" Also, the Infrastructure Fund shall have satisfactory pre-defined liquidity/exit routes, and  be managed by experienced   Fund managers,    versed    in    infrastructure    financing    and registered with the SEC as Fund Managers.

"A minimum of the 75 per cent of the Infrastructure Fund shall be invested in projects within Nigeria.The National  Pension  Commission   and the licensed  PFAs would  ensure that the pension  funds  are only deployed  into infrastructure   projects  that are safe and generate  stable streams of revenue to adequately  repay institutional  investors, such   as PFAs," it said.

Observers are of the belief that using part of the over N4.6 trillion pension assets to finance economic infrastructure will help jump-start the economic making it possible employers especially the envisaged informal sector to contribute and plan their future.

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