Flexible premium arrangement, model 1 (direct order model)
Lifecycle and cohort pools: age-based and bandwidth rebalancing
Cohort pools group participants per lifecycle phase with uniform allocation weights. Annually participants shift to a more defensive pool (age-based rebalancing); in between, the portfolio is reweighted when allocation drifts outside the bandwidth. Release 2027 has no separate message for this; the consequences land in the orders (5) or the control information (10).
Steps
AnnuallyPUOParticipants move to the pool of their age phase; the net shift is netted into orders.0054100553
On breachFM / pool administratorReweighting to the target weights within the investment guidelines; a tolerance monitor flags the breach.00553
Rules and consistency checks
Rebalancing message 11 (00554) is discontinued in Release 2027.
Source: Handleiding paragraaf 4.2 en 4.5.4
Attribution. Source: SIVI – VB-PUO Standard. Schemas, attribute descriptions and code lists are taken unchanged from the VB-PUO Standard (owned by the Pensioenfederatie, managed by SIVI) and shown with their release and version. Explanations, examples, error descriptions and translations are by WTP Data Lab and are not part of the standard. GitHub Stichting-SIVI/VBPUOdsk · Manual · sivi.org
