Mexico

Mexico’s retirement income system main characteristics:

  • Universal Pension (“Pensión para el Bienestar de las Personas Adultas Mayores”)
  • Social Security Pension
  • Individual Savings and Private Pension Plans

Universal Pension (“Pensión para el Bienestar de las Personas Adultas Mayores”)

  • Provides a basic monthly income to all citizens aged 65 and older.
  • Approx. MXN 4,800 each 2 months.
  • Ensures a foundational income for all seniors.

Social Security Pension

  • Law 73 (1973 Social Security Law):
    • Defined benefit scheme.
    • Pension based on average salary in last 5 years and years of contribution.
  • Law 97 (1997 Social Security Law):
    • Defined contribution system.
    • Pension based on savings in individual accounts managed by Afores.

Individual savings and Private Pension Plans

  • Additional savings through employer-provided pension plans.
  • Can be defined benefit or defined contribution.
  • Encourages extra savings with potential tax benefits.