Will there be a one-time payment to pensioners of 5,000 rubles in 2018

5000 rubles to pensioners in January 2018: will they pay lump sum payment

Five thousand rubles each as a lump sum payment at the beginning of 2017 were paid to all pensioners. People with a pleasant surprise received this money.

Quite reasonable questions are now being asked: will there be something similar in 2018? Let's try to understand the current situation.

Immediately it is necessary to explain to pensioners that next year they will not pay 5 thousand rubles to pensioners. It was a one-time measure taken to compensate the population for inflation and rising prices.
However, it is too much to worry about working and non-working pensioners in 2018 is not necessary, since a certain increase in their pensions will still take place.

Unemployed pensioners will increase pensions on January 1

From January 1, 2018, indexation of insurance pensions will take place, the growth will be 3.7 percent. In monetary terms, this is approximately 300-500 rubles. Social pensions, they are received by those who do not have a day of work experience (disabled people, disabled children, those who have lost their breadwinner, etc.), will increase by 4.1 percent from April 1. Depending on the disability group, this is from 175 to 500 rubles.

The unemployed will receive a raise in 2018

Working pensioners who work officially will not be able to count on regular indexation. The government assures that there is no money in the budget, therefore, in the foreseeable future, the return of the indexation process for this category of those in need is not expected. The only support measure is the recalculation of pensions in August. It is calculated based on the value of the pension point, in 2018 it is 81 rubles 49 kopecks. The increase can be a maximum of 3 such points or 245 rubles.

When will the lump sum be paid in 2018

It should be noted that this payment will be implemented without application. In addition, payments will be made according to a special schedule in January 2018.
All pensioners will have to receive 5,000 rubles each (approximately from January 9 to January 27) on the day they receive their pension, if the lump sum payment cannot be paid on time, for objective reasons (for example, the absence of a pensioner), then it will definitely be paid but later.

Withholding from payment

It was envisaged that deductions based on executive documents, decisions of PFR bodies, court decisions on the recovery of pensions and other social benefits due to abuses by the pensioner, established in judicial order, from the amount of the lump-sum payment are not made.

Thus, out of 5,000 rubles in 2017, no one was entitled to withhold alimony, tax arrears, overpayments of pensions, etc. In 2018, such a question does not arise at all, since there simply will not be a lump sum payment.

Problems with pension indexation

Over the past 2015, the inflation rate in Russia amounted to 12.9%. According to the legislation, it was necessary to increase pensions for all categories of citizens in 2018 by the same amount, who receive these payments for old age, insurance, disability or loss of a breadwinner.
However, in reality, pensions were indexed in February 2016, only by 4%, while the promised 2nd indexation in the fall of 2018 did not take place, the reason for this, according to the Government of the Russian Federation, was the difficult economic situation in the country, as well as the lack of sufficient amount of funds in the Pension Fund.

Therefore, it was decided to replace the 2nd indexation of pensions in 2018. for a lump sum payment of 5,000 rubles (see whether Russia plans to index pensions for 2018).

Many have heard about the decision of the government to pay a one-time 5 thousand rubles. However, it is not entirely clear to whom it is due. Let's find out who is eligible.

This year, the country's leadership announced a one-time payment of 5 thousand rubles to everyone who has a pension from the Pension Fund of Russia. This payment will be made instead of the second indexation in 2016.

As D. Medvedev stated, the government is aware of the complexity of the financial situation of pensioners and therefore takes this step. This is a forced measure, since the state does not have the funds for full indexation. The Chairman is confident that this will be adequate support for all 43 million pensioners. About 221 billion rubles will be needed for assistance.

More about payout

The draft law on payment has already been adopted by the Duma on 07.10.16. This means that citizens will receive the promised money along with their January pension. This also applies to new pensioners, the main thing is to have time to complete all the documents before 12/31/16 and receive at least one pension.

The expected five thousand rubles do not apply to pensions, but are considered social. support, so the base pension will not change. Elderly people will receive funds in the usual way, and this will not require additional certificates or other documents. Applications are also not required.

Who will receive the lump sum?

Everyone who receives pension money from the Pension Fund has the right to receive this payment. These include:

• citizens who have lost their breadwinner;
• persons who have earned a pension upon reaching the age;
• citizens receiving disability payments, including children with disabilities;
• military pensioners (according to the instruction of the President dated 08.11.16);
• working pensioners.

Who can't get five thousand?

These are the citizens retirement age who do not live permanently in Russia. Although such people are entitled to pension provision, as such, but they are not entitled to this payment. The country's leadership considered that such citizens do not need help, because they do not experience all the hardships of Russian reality. According to the data of the Ministry of Labor, there are 288,000 such pensioners, which means that 1.44 billion rubles will be saved.

Until recently, this list also included military pensioners. Probably, the country's leadership considered that the military, therefore, receive a sufficient pension and therefore they do not need help. In addition, they go on vacation at a fully working age, when you can not only work, but also earn additional experience and receive payments from the PF by paying the necessary money under the OPS. Such "former military", but who have already become "civilian" pensioners have the opportunity to receive 5 thousand rubles. Another reason why the payment was not planned is that they receive all payments from the Ministry of Defense, the Ministry of Internal Affairs, etc. Payment to the military is regulated by a completely different draft law No. 4468-1.

Everything changed on November 8, 2016, when V. Putin drew attention to the fact that it is unacceptable for former servicemen to fall out of the “five thousand” law.

Payout Benefits

1. As a result of this government decision, the burden on the state budget is reduced.
2. Another cost savings will come from the fact that the PF will not have to pay interest on the receipt of budget money. That is, the money will be paid immediately from the budget, bypassing the PF.
3. The payment will be beneficial to working pensioners, as they have always been deprived of indexation. They will only be happy with such an unexpected gift from the state.
4. The owners of small pensions will also benefit greatly. Their former indexing incomparable with the upcoming money.

Disadvantages of compensation

1. If we compare the size of the future payment, then, of course, it cannot be compared with the losses of pensioners from inflation.
2. Also, the owners of large pensions will not be satisfied. After all, the money offered will be much less than they would receive if they indexed their pension payments. The degree of their dissatisfaction will be directly proportional to the size of their large pension.
3. It is very bad that the provided payment will not be included in the baseline for increasing the pension in the future. If a legal adjustment of pensions had been made, then it would have been included in the base indicator, which means that one could hope for an increase in the pension in the future. talking in simple terms, the expected social assistance slows down the process of increasing pension payments.

What to expect in 2017?

The Government of the Russian Federation assures that the future payment of 5 thousand rubles does not cancel the further indexation of pension payments. This is a forced measure that will be applied only once. The country's leadership believes that in February the first indexation will take place according to the results of 2016 in the manner prescribed by law. 04/01/17 there will be a change in pension payments, including social ones, taking into account the increase living wage, which is for pensioners. Another indexation will take place in October, which will take into account the results of the economy for the first six months.

Thus, next year everything should go according to plan and according to existing legislation:

At least the draft budget of the Pension Fund for the next three years provides for all the necessary payments. Let's hope that everything will be so and pensioners will not have to be upset about their income.

About what lump-sum payments to pensioners in January 2017 will be accrued, back in August of this year, citizens heard from Prime Minister Dmitry Medvedev.

He pointed out that indexation will no longer be carried out during the period of 2017, however, the pension fund will be credited to all older people who have issued a pension in its branches, five thousand rubles each. This is due to the fact that the economic situation that has developed in last years, simply does not make it possible to fulfill promises regarding the indexation of pension accruals.

It was the one-time payment that the government replaced the indexation that pensioners expected in the fall and winter of this year. Of course, the authorities are trying to do everything possible to ensure that pensioners feel the crisis as little as possible, but, unfortunately, it is not possible to fully protect the elderly from all difficulties.

By present time 5000 rubles- the amount is quite small, and it is difficult to satisfy one's needs with its help, but, nevertheless, having provided even this small support to forty-three million pensioners, the state will have to spend two hundred and twenty-one billion budget funds.

Lump sum payment for pensioners legally justified. In October this year, a decision was approved that it will be issued to every citizen of retirement age who receives a pension in the fund, and will amount to five thousand rubles. This means that by the end of this year necessary processes will be completed and, together with the pension payment, a one-time payment to pensioners in January 2017 will be transferred. Do NOT forget that this accrual is carried out only once a year, and the territorial body of the pension fund is responsible for this payment.

All pensioners who have already drawn up documents for receiving pension contributions and received at least once the pension they were entitled to can apply for a lump-sum accrual. These five thousand are not added to pension payments, but rather are classified as social support for residents. old age on the side of government. Naturally, subsequent charges will be carried out as before, and will not change in any way depending on the one-time payment.

And yet, can every person who has reached retirement age count on this support, or only certain categories of citizens? The legislation specifies four groups of citizens who can count on an additional five thousand. Moreover, they do not have to fill out any applications, stand in lines or collect documents - the accrual will simply go along with the pension itself.

Who is entitled to a lump sum payment to pensioners.

Generally speaking, five thousand rubles are due to every citizen of the country who lives on its territory and regularly receives some kind of pension contribution from the pension fund. That is, we are talking about the funds that are sent to citizens from the state as pensions. Specifically, the categories specified in the legislation include:

1. Residents of the country who receive old-age pension accruals;
2. Persons who have lost their breadwinner;
3. Citizens who have the status of a disabled person and receive social support from the state for this reason, including children;
4. People of retirement age who continue to work.

But in some cases, a lump sum payment to pensioners will not be accrued. This applies to some groups of people who receive support from the state, and we will talk about who exactly.

Who is not entitled to a lump sum payment to pensioners?

First of all, these are those pensioners who left their native country and left for permanent residence in other states. As you know, the fact is legally approved that, even after leaving to live in another country, a citizen still receives pension accruals from his homeland, but these accruals are not subject to indexation. Considering that people live in a different state, and therefore do not suffer from the Russian crisis, economic problems and inflation, then, according to the government, a one-time payment to pensioners of this group of the population is useless.

In other words, if a person lives in another country, then it is that country that is responsible for ensuring his comfortable living and conditions for overcoming difficulties. It was by this criterion that it was possible to refuse the payment of a one-time assistance in the amount of five thousand for two hundred and twenty-eight thousand people of retirement age. And this already saves budgetary funds by almost one and a half billion rubles.

But there is another group of people who should not hope to receive five thousand, and, oddly enough, it was precisely military personnel. It seems that it is precisely such citizens who always receive the maximum support from the authorities, but in this case, for some reason, the state decided not to support military pensioners. This is explained as follows. All material resources that are paid to citizens, as a lump sum payment to pensioners, go to the accounts from the pension fund, which also pays the remaining pensions of citizens. But the military receives a pension from the Ministry of Defense, the Ministry of the Interior, and so on. These processes are regulated by other laws, which do not include one-time assistance.

As for changes in the procedure for calculating military pensions, there are no prerequisites here, neither regarding lump-sum payments, nor other social support. There was only talk about the fact that next year the reduction factor will increase. And in principle, indexed and accrued pensions for this category of citizens are always different from the rest, therefore, civil accruals did not affect the defenders of the fatherland.

Another important factor is the fact that a soldier can retire much earlier than other citizens, but at the same time continue to lead labor activity. As for military contributions, they are paid into the general pension system, and after the employee has completed the required length of service, the individual bonus coefficient, reaches the age of a pensioner, he is already credited with a pension through the pension fund. It is worth noting that a person who was previously a military man, but is already listed as a civilian pensioner, can receive a one-time payment from the state.

How much will the one-time payment to pensioners in 2017 be, and how will it be paid.

Regardless of how long a pensioner worked, what pension he received earlier or receives now, the amount of social assistance does not change - it remains stable in the amount of five thousand. The government decided to credit pensioners with this money in order to somehow help them compensate for losses from price fluctuations for necessary goods. There will be no indexation of pensions in 2017 , although previously pensions were indexed twice annually. The country's economic situation has been greatly shaken, therefore, already this year, a failure in the indexing process was noticed.

So, the government spoke about indexation in the amount of almost thirteen percent, and there was a recalculation of only four percent. This is due to the crisis, the lack of a sufficient material budget base. This was the reason for replacing indexation with a one-time charge. Five thousand was taken as the average value of the amount that the indexation promised at the end of this year would allow to receive.

In order not to split the amount and not charge it in installments, the authorities decided to pay it immediately, thereby saving both the pension fund and the citizens themselves from unnecessary problems and calculations. Regional pension departments will decide for themselves how the lump sum payment to pensioners will be calculated: either five thousand will simply be added to the standard amount of pension accruals, or they will be issued separately. The main thing is that you should not worry about any paperwork: no statements, no certificates and certificates - you do not need to bring anything to the department.

Indexation or one-time payment - which is better.

There are always positives and negatives to any change. It was more profitable and more convenient for someone to live with indexation, but other pensioners are very happy with a one-time payment. As they say, to each his own. Next, we list the benefits of such changes.

1. One of the main positive aspects is the easing of the burden on the state budget, which is this moment needs all support and loyalty;
2. One-time payment pensioners in January 2017 will become a new economic item of expenditure for the pension fund, which will not have to pay interest deductions from the federal part of the budget - payments will come directly from budget funds, bypassing the fund;
3. But for the pensioners themselves, there are positive aspects: for those whose pension payments were minimal, targeted support in the amount of five thousand is really significant;
4. But working pensioners will receive a lump sum payment in the same way as those who do not work, although indexation would not affect them, as before.

If a citizen received very small pension payments, then after indexation they did not increase in tangible amounts. At least, such citizens could not expect an increase of five thousand in a year.

They also have negative nuances, and now they fully concern citizens, and not the pension fund or the state, in contrast to the positive aspects.

1. Inflation is much higher than the amount of five thousand rubles, which will be paid once every twelve months - after all, the rise in prices for all goods and services continues constantly;

2. For those elderly people who have a rather large pension, indexation was much more acceptable and profitable, because the amount by which the accruals increased was much more than five thousand. This will lead to discontent among this category of pensioners;

3. And there is one more pitfall in this reform. If each indexation were taken into account when calculating the subsequent pension payment, then the lump sum payment would not affect the recalculations that will be made in the future. It follows from this that the increase in pensions is clearly slowing down.

Comparison between indexation for 2016 and lump sum payment.

Almost all recipients of pensions who are affected by the indexation procedure were happy to see their pensions increase this year, and in two stages. However, at first they were disappointed with the first indexation, which turned out to be three times less than promised, and after that they were finally upset by the absence of the second one. Then information appeared that pensioners would receive a lump sum payment in the first month of 2017, and many were confused: is this better or worse than the promised indexation? Let's try to understand this issue.

Let us analyze the time interval from the first month of the current year to the first month of the coming year, and as the average value of pensions for citizens, we will set eleven thousand rubles.

If pensions were indexed as promised by the authorities?

We are talking about an increase in payments not by four percent, as it turned out in fact, but by twelve point and nine tenths of a percent. With an increase of four percent, the pension amounted to eleven thousand four hundred and forty rubles, and given that this amount was paid for seven months, during this period pensioners received eighty thousand, eighty rubles - 80,080.

And now let's increase the pension by the promised percentage, that is, eight and nine percent remaining after the increase by four. Citizens would receive from the beginning of September to January of the next year sixty-two thousand two hundred and ninety rubles - 62,290.

The total amount that would be accrued to a pensioner is one hundred and fifty-three thousand and three hundred and seventy rubles - 153,370.

If a pensioner receives a one-time assistance instead of a second indexation?

The first indexation of four percent remains the same, the only difference is that this amount will be paid steadily throughout all twelve months, since there is no second indexation, that is, the pensioner will receive one hundred and thirty-seven thousand and two hundred and eighty rubles per year - 137,280 .

Now let's add to this amount the January pension in the amount of eleven thousand, and five thousand lump-sum payments. We will receive one hundred and fifty-three thousand and two hundred and eighty rubles - 153,280.

In total, we see that the difference is ninety rubles. In principle, if you think about what role ninety rubles a year can play in the life of a pensioner, it is clear that the gap is practically not noticeable. However, this is despite the fact that the coefficient of pension accruals in the amount of eleven rubles is set. The attitude of citizens to such a change directly depends on how much deductions they receive monthly.

If the pension is quite large, then they will lose much more than five thousand. But for citizens with a small pension, on the contrary, it is beneficial - since indexation would not increase their payments by five thousand.

What can retirees expect next year?
Despite the fact that the authorities approved a law that the re-indexation of the current year will be replaced by a one-time payment, this does not mean that such an order will be permanent. Therefore, in the second month, pensioners can wait for the recalculation of their accruals and their increase using the usual methodology. Moreover, the inflation rate for the last year will also be taken into account.

In addition, pensions are indexed again in April, based on the increase in price indicators, and social charges will also fall under this indexation. The increase will directly depend on how much the cost of living rises.

In October of the coming year, there will be another recalculation of pensions, which will take into account the final figures for the past six months. The state plans to maintain the established procedure for supporting pensioners, despite the crisis and economic problems. By the way, in the budget draft of the pension fund for 2019 there is such an item as planned increase in pension payments, according to the basic pension legislation. So, regardless of what the lump-sum payment to pensioners is due in January 2017, the subsequent increase in pensions is planned to be carried out in the usual way.

In January 2019, pensioners received an additional amount of 5,000 rubles to their pension. Let's figure out what it was for the amount, and whether it is worth waiting for the next payment in 2020.

To begin with, it should be understood that this payment was not a gift for pensioners for the new year. It represents compensation for not indexing in the previous year. Every year, the government of our country indexes pension payments. In 2016, it was held only once. For the second index cash were not found. Therefore, it was decided to somehow compensate for her absence. This compensation was the payment of 5000 rubles. It was paid to all pensioners who, by the date of payment, were recipients of an insurance pension. Moreover, the amount was paid to both working and non-working pensioners without a special application.

Pension indexation

Inflation in 2015 was 12.9%, which should have led to the indexation of the amount of the pension payment in 2016 by the same percentage. This was previously mentioned in the law "On Insurance Pensions". However, in 2016 this article was revised and indexation was carried out by only 4%. This affected the amount of the pension as follows:

• one pension point from February 1, 2016 amounted to 74.27 rubles;
• fixed payment increased to 4558.93 rubles.

Such a slight increase aroused the indignation of pensioners and the government promised to carry out additional indexation at the end of six months. However, the lack of budget funds prevented this. Carrying out additional indexation would entail additional expenses from the budget in the amount of up to 200 billion rubles. Budget pension fund did not have such funds, it was repeatedly announced that the budget deficit exceeded 174 billion rubles already.

A meeting on the additional indexation of the pension was held on August 23, 2016. It was tentatively scheduled for August 2016 to carry out another indexation for the remaining 8.9%. But at the meeting it was decided to replace the pension increase with a one-time compensation payment. According to the government, a one-time payment of 5,000 rubles per pensioner will not cause serious problems to the fund's budget, but will help to somehow compensate for the cancellation of the pension increase.

Who became the recipient of the payment

All citizens who were pensioners as of December 31, 2016 were able to receive 5,000 rubles. The Ministry of Labor reports that the number of pensioners eligible for this payment amounted to more than 44 million rubles. Moreover, pensioners who are entitled to payments for several reasons at once received this amount for only one type of pension provision, that is, once. Thus, the recipients of the payment were:

• citizens receiving insurance pensions. These include citizens who have registered with the OPS, have earned enough to assign a pension seniority, as well as for which payments were made for the insurance pension. That is, these are recipients of old-age pension, disability pension and in case of loss of a breadwinner;
• citizens receiving state pensions. These include citizens who are civil servants, cosmonauts, flight test personnel, military personnel affected by the Chernobyl nuclear power plant, as well as recipients of social pensions.

Who didn't get paid

Not all pensioners were able to receive 5,000 rubles. The exception was citizens who left the Russian Federation, permanently reside abroad, but receive a pension in the Russian Federation. The government explained the restriction of this category of citizens in a lump sum payment by the fact that pensioners permanently residing abroad do not depend in any way on the level of inflation in the Russian Federation. Thus, they do not need additional assistance in the form of a one-time payment.

The pension provision of the listed citizens is not carried out through the Pension Fund of the Russian Federation, in addition, the procedure for calculating military pensions is different.

As for working citizens, the annual indexation of pensions is not provided for them. They can only receive a recalculation of the pension upon dismissal from work. Accordingly, they could not be included in the lump-sum payment.

However, it was decided to include these categories of citizens in the law on a one-time payment. According to the government, for working pensioners this will be a kind of compensation for the complete abolition of indexation for the period of employment. And for military pensioners - compensation for harm caused during the service.

Pros and cons of a lump sum payment

Recipients of the lump-sum payment are still actively discussing this issue. For those who do not follow the level of inflation, 5,000 rubles has become a kind of gift, while other citizens have given rise to a number of questions. Citizens began to be interested in how much they lost or gained by receiving this amount.

First, let's look at the positive aspects of a lump sum payment:

• providing additional material assistance to pensioners;
• payment of compensation to working pensioners for whom indexation is not provided;
• deductions cannot be made from this amount (by a court decision or other executive documents, including maintenance obligations);
• the listed 5000 cannot be taken into account when determining measures of additional social support for low-income citizens, the disabled, etc.
• savings in the state budget.

However, there are also negative aspects of the lump sum payment:

• this amount did not cover the inflation rate;
• citizens received payment fixed size, regardless of the size of the pension;
• this amount will not be taken into account in the next indexation.

Thus, the abolition of indexing of course led to more low size pension compared to expected. But, according to the government, the lump-sum payment almost completely covered the under-indexation. This is a forced measure, which our government considered necessary to carry out. And this amount was paid as compensation to pensioners.

Comparative analysis

In order to figure out how much a pensioner receiving the average pension in the country has lost in payment, we will compare the average old-age insurance pension.

Ivanov I.I. in January 2016 he received a pension of 13,120 rubles.

Option 1: From February 1, pensions were indexed by 4% and Ivanov began to receive 13,645 rubles, until December 2016. In January 2017, he was paid a lump sum of 5,000 rubles.

13120 + 13645 x 11 + 5000 = 168,215 rubles.

Option 2: From February 1, pensions were indexed by 4% and Ivanov began to receive 13,645 rubles until August inclusive. Since September, pensions have been indexed for the second time by 8.9% and Ivanov began to receive 14,859 rubles.

The total amount of pension payments for 2016 amounted to:

13120 + 13645 x 7 + 14,859 x 4 = 168,071 rubles.

Comparing the 2 options, we can conclude that for recipients of an average size pension, compensation in the amount of 5000 covered possible losses. But for those pensioners whose pension is much higher than the average, the lump sum payment could not cover the planned indexation.

Payouts in 2020

Pensioners who received compensation of 5,000 rubles in 2017 began to worry about the question of whether such a payment would be in 2018. From the foregoing, we can already conclude that it was not a gift, but a one-time compensation. For 2018, the government plans to index to the inflation rate of 2017 in the amount of 3.7%. This is higher than the expected inflation rate of 3.2% according to the preliminary results of the current year and promises an average pension increase of 400 rubles. Such an increase will increase the average pension in 2018 to 14,045 rubles.

For the insurance old-age pension, this indexation will not be carried out from February 1, as before, but from January 1. The disability pension will be indexed only in April 2018 by 4.1%.

However, this indexation will not affect all pensioners. Pensions of working citizens will not be indexed to the level of inflation. But as soon as they are reassured, in August the pensions of working pensioners will be recalculated and, based on the deductions transferred by the employer to the Pension Fund, pension points will be added to them (

Who will receive a one-time pension payment of 5,000 rubles in January 2018? Can they transfer the payment in December before the New Year? Are working pensions eligible? Will 5,000 rubles be paid to recipients of disability pensions? You will find answers to these and other questions in this article.

January payment

A one-time payment to pensioners in the amount of 5,000 rubles was paid earlier - in January 2017. Such a payment was provided for by the federal law "On lump-sum payment to pensioners." 5,000 rubles were paid by the territorial bodies of the PFR.

To make a payment, for example, in December (before the New Year), the territorial bodies of the PFR were not entitled. They couldn't legally do it. Moreover, even if a pensioner in a difficult financial or life situation wrote an application for early payment of 5,000 rubles up to new year holidays. Cm. " ".

5000 rubles in January 2018 will not be paid

Will a lump-sum pension payment of 5,000 rubles be made in 2018 and to whom is it due? Closer to the New Year, many pensioners ask such questions. However, there is no news on this subject from the Government of the Russian Federation. Therefore, apparently, the “New Year's” pension payment should not be expected.

In 2018, the government is going to index insurance pensions by 3.7%, the payment will be from 300 to 500 rubles from January 1, 2018.

Social pensions that are paid to people with disabilities, disabled children, for the loss of a breadwinner will be increased by 4.1% from April 1, 2018, this is somewhere from 200 to 500 rubles. Working pensioners may not count on the indexation of pensions, it will not happen. For this category of pensioners, as in 2017, in August 2018, pensions will be recalculated.