What is NPS, UPS & OPS? Which is better? Why?

Interview Guidance for PFRDA and other competitive exams. 

Call 9811299811 Join our telegram group for Current Topics https://t.me/careerquestinstitute


1. What is NPS?

Answer:

  • NPS stands for National Pension System.

  • It started on 1 January 2004 for new central government employees.

  • It is a contributory pension scheme where both employee and government contribute.

  • The amount is invested in the market (equity, corporate bonds, government securities).

  • At retirement, part of the amount can be taken as a lump sum, and the rest is used to purchase an annuity for monthly pension.

  • Pension is not guaranteed because it depends on market performance.


2. What is OPS (Old Pension Scheme)?

Answer:

  • OPS is the Old Pension Scheme, which existed before 2004.

  • OPS gives a fixed and guaranteed pension, usually 50% of last drawn basic pay.

  • Pension increases with Dearness Relief (DR) to cover inflation.

  • Employees do not contribute from their salary.

  • OPS was discontinued for new recruits from 1 January 2004 and replaced by NPS.

  • OPS creates a heavy financial burden because the government pays the pension directly from its budget.


3. What is UPS (Unified Pension Scheme)?

Answer:

  • UPS is the Unified Pension Scheme, introduced by the Government of India in August 2024.

  • It will come into effect from 1 April 2025.

  • UPS is offered to central government employees covered under NPS, giving them an option to shift.

  • Key features:

    • Assured pension: 50% of the average basic pay of the last 12 months, if service is 25 years or more.

    • For 10–25 years of service, pension is proportionate.

    • Minimum guaranteed pension: ₹10,000 per month for those with at least 10 years of service.

    • Family pension: 60% of the employee’s pension to spouse.

    • Inflation indexation: Pension will increase with inflation.

    • Lump sum payment: A retirement lump sum is paid in addition to gratuity.

    • Contribution: Employee contributes 10% and government contributes around 18.5%.


4. What is PFRDA?

Answer:

  • PFRDA stands for Pension Fund Regulatory & Development Authority.

  • It was set up in 2003 as a temporary body, and became a statutory authority after the PFRDA Act was passed in 2013.

  • It regulates and monitors pension funds in India, especially NPS.

  • PFRDA ensures that pension funds are managed safely, transparently, and in the best interest of subscribers.


5. Why do employees want OPS?

Answer:

  • OPS gives a fixed and guaranteed pension, removing financial uncertainty.

  • Pension amount is predictable because it is linked to last drawn salary.

  • Pension is protected against inflation through DR.

  • Family pension is stable and easy to understand.

  • No salary deduction for pension — employees receive higher take-home pay during service.

  • Provides strong sense of financial security after retirement.


6. Why is the government not ready to bring back OPS?

Answer:

  • OPS creates a very high long-term financial liability on the government.

  • As life expectancy increases, pension payments continue for many more years.

  • Pension under OPS is paid directly from government revenue, making it fiscally unsustainable.

  • Restarting OPS would reduce funds available for development projects, infrastructure, welfare schemes, etc.

  • Government prefers a shared-cost model like NPS or UPS.


7. How is NPS beneficial for employees?

Answer:

  • Market-linked returns can grow the pension corpus more than fixed schemes.

  • Regulated by PFRDA, making it transparent and secure.

  • Pension account is portable across jobs and states.

  • Offers tax benefits.

  • Good for employees who want potentially higher returns and long-term investment growth.


8. How is UPS beneficial for employees?

Answer:

  • Provides an assured pension, reducing uncertainty seen in NPS.

  • Protects pension value with inflation indexation.

  • Ensures minimum pension even for shorter service.

  • Provides family pension, improving family security.

  • Gives a retirement lump sum, helpful in planning.

  • Tries to balance the benefits of OPS (security) and NPS (sustainability).


9. What are the downsides or risks?

Answer:

NPS risks:

  • Pension is not guaranteed because investments depend on market performance.

  • Annuity rates at retirement may be low.

  • Limited liquidity before retirement.

UPS concerns:

  • Employee continues contributing from salary, reducing take-home pay.

  • Long-term sustainability depends on government finances.

OPS concerns (for government):

  • Very heavy fiscal burden if reintroduced.

  • Not financially sustainable for future generations.

(Prepared by Career Quest interview expert with input from AI. Call or WhatsApp us at 9811299811 or 9990840999 to attend FREE session in Online live or Offline mode


IB