Relevant bibliographies by topics / Pension reform

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  1. Journal articles
  2. Dissertations / Theses
  3. Books
  4. Book chapters
  5. Conference papers
  6. Reports

Academic literature on the topic 'Pension reform'

Author: Grafiati
Published: 4 June 2021
Last updated: 11 March 2023

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Journal articles on the topic "Pension reform"

1

Price, Debora. "The pensions White Paper: taking account of gender." Benefits: A Journal of Poverty and Social Justice 15, no. 1 (February 2007): 45–57. http://dx.doi.org/10.51952/lbqa9574.

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Many women face severe obstacles in accumulating adequate income in later life. The pensions White Paper heralds substantive reform of the pension system, with certain elements assisting women in future to build pension entitlements. The extent to which the reforms will have the desired effect is, however, unclear since the system remains complex and means-tested benefits will remain a substantial element of pensioner income for many in the population. The government has committed to a gender impact assessment of the reforms. This article explores the elements of the pension system that should be evaluated if this assessment is to take full account of gender.
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Gurvich, E. "Roadmap for the New Pension Reform." Voprosy Ekonomiki, no. 4 (April 20, 2011): 4–31. http://dx.doi.org/10.32609/0042-8736-2011-4-4-31.

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The paper suggests measures aimed at raising efficiency and long-term sustainability of the pension system. Pension contribution rate, amount of budget transfer to the pension system, and total size of pension benefits in percent of GDP are found to exceed substantially levels typical for the OECD countries and emerging markets. Our major " bottleneck" is very low by international standards support ratio (i.e. number of contributors to pension fund per pensioner). Increase in the retirement age by 2 years for men and 5 years for women would bring life expectancy at retirement in Russia to the level typical for emerging markets. Provisional gain of the budget from this measure is estimated to vary from 1.4 to 2.3% of GDP. The objective of higher retirement age should be not budget gains but stabilization of replacement rate under forthcoming demographic crisis. Other measures suggested include in particular restoring basic pensions, fixing own sources of funds for each of the pension system tiers, and building barriers for running pension imbalances, and fostering late retirement for working aged.
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Bridgen, Paul, and Traute Meyer. "Fair Cuts? The Impact of British Public Service Pension Reform on Workers in the Main Occupations." Social Policy and Society 12, no. 1 (October 22, 2012): 105–22. http://dx.doi.org/10.1017/s1474746412000541.

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Public service pensions have been a fundamental component of the British pension system in the post-war period and recent reform initiatives have caused political controversy. This article assesses the impact of the Conservative/Liberal government's public sector pension reform plans of 2011 for different public sector workers. It simulates their projected pension outcomes, assuming people contribute to the new system throughout their working lives. In particular, we examine the government's claim that the move away from final to average salary schemes will make pensions fairer for women and lower paid workers. The article shows that the reforms are indeed fair, if measured by the government's standards: retirement is delayed for all, but the lowest skilled and women lose least and some even gain higher pensions without paying proportionately more. Despite austerity, recent British pension reforms reflect a greater awareness of social inequality than many would expect and they have been built on more cross-party agreement than apparent at first sight.
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Mesa-Lago, Carmelo, and Eva Maria Hohnerlein. "Testing the Assumptions concerning the Effects of the German Pension Reform Based on Latin American and Eastern European Outcomes." European Journal of Social Security 4, no. 4 (December 2002): 285–330. http://dx.doi.org/10.1177/138826270200400402.

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The pension reform, approved in Germany in 2001, and implemented on January 1, 2002, has been described by the Federal Minister of Labour and Social Affairs, Walter Riester, as ‘one of the greatest social reforms this country has seen’ (Federal Ministry, 2002a) and it has prompted considerable discussion and publications. This article analyses key assumptions on the effects of the German reform in the light of two decades of experience with structural pension reforms (‘privatisation’) in Latin America. This region has pioneered this type of reform and has influenced both the international debate and changes in other regions such as Eastern Europe. The article has four objectives: (1) to elaborate a taxonomy of old-age structural pension reforms in the world and place Germany's within it; (2) to identify and analyse crucial assumptions related to the effects of the German reform (incentives for affiliation, competition and administrative costs, impact on the level of pensions, sustainability of the public pension contribution ceiling, and effects on national saving, fiscal costs, the capital market and investment returns); (3) to contrast those German assumptions that are similar to their counterparts in Latin America with data collected on real outcomes from the pension reforms in several countries of that region and, to a lesser extent, from a few Eastern European countries (the two regions combined embrace more than 80 million insured persons in private pensions); and (4) to summarise our findings and draw some useful lessons. Economic, social security and other differences between Germany and the countries compared will be taken into account in the analysis.
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Шрам, Валерий, and Valeriy Shram. "PENSION INSURANCE REFORM IN CROATIA AT THE PRESENT STAGE." Journal of Foreign Legislation and Comparative Law 1, no. 4 (October 29, 2015): 0. http://dx.doi.org/10.12737/14270.

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The article analyzes the pension insurance reform in Croatia, which marked the beginning of a three-level pension system formation. The first level includes old-age pensions, disability pension and survivors pension as part of the compulsory pension insurance system. The second level includes pensions on the basis of the compulsory pension insurance with a saving element. The third level is based on the voluntary pension insurance system. The author reveals the conditions for granting non-contributory pensions, non-contributory pensions with a saving element as well as conditions for granting funded pensions. The article analyses the new formula for calculation of non-contributory (funded) pensions, which was initially introduced as part of the Pension Insurance Law in 1998. The article displays fundamental changes in the pension insurance system, which led to the formation of compulsory pension funds and non-governmental pension funds. Special attention is paid to the formation in compulsory pension funds of capitalized savings of the insured parties as part of the compulsory pension insurance and to the procedures for payment of funded pensions with a saving element. The article reveals the reasons for adopting in 2013 and 2014 of pension laws, the implementation of which will determine the improvement of the pension insurance system in Croatia. The article reviews the conditions for the formation of compulsory and voluntary pension funds. Special attention is paid to the participation of the insured parties aged up to 40 years in compulsory pension funds, which are divided into three categories depending on the extent of risk management during investing of the insured parties’ savings. Besides general scientific methods (analysis and synthesis), the author also applied in the article private law research techniques, in particular, formal logical, theoretical, comprehensive legal, historical and comparative law methods. Scientific novelty of the work is in its integrative and comprehensive approach to the analysis of the Croatian pension system development, which is formed on the basis of a three-level system of pension insurance. The analysis of the pension insurance norms and law enforcement practice in the modern period is of great scientific and practical importance. The research findings should contribute to the development of proposals on the creation in the Russian Federation of a pension system, which is adequate to the country’s modern social-economic development and which complies with the international and legal standards of social security and foreign states’ experience.
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Gedeon, P. "Pension reform in Hungary." Acta Oeconomica 51, no. 2 (July 1, 2001): 201–38. http://dx.doi.org/10.1556/aoecon.51.2000-2001.2.3.

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Reforms are not created simply by will, they are constrained by path dependency and also by existing economic and political structures. The course of reforms is also dependent on the formulation of reform alternatives and the balance of power among decisive actors. Both the postponement and then the introduction of the pension reform in Hungary can be explained by the economic and political constraints of the reform, by how reform alternatives were formulated, and by the role of the different actors in the reform process. The structure of this paper reflects these considerations. First, I summarize the characteristics of the socialist pension system that partly created path dependency in the process of pension reform. Second, I look at the economics of pension reform, by discussing the economic constraints of the reforms, and presenting the economic aspects of reform arguments and economic policies modifying and changing the pension system. Third, I examine the politics of the pension reform, and describe the political process of bargaining that generated reform outcomes. Finally, I deal with the role of the World Bank that was the most important international actor in the Hungarian pension reform process.
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Broadbent, Simon, Justin van de Ven, and Martin Weale. "Commentary: Pensions and Pension Policy." National Institute Economic Review 193 (July 2005): 4–10. http://dx.doi.org/10.1177/0027950105058544.

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The Pensions Commission is to make its recommendations on pension policy reform later this year, in the light of comments on the challenges identified in its first Report. Widespread agreement on the need for such reform is partly a consequence of problems which have already surfaced, such as the insolvency of some pension schemes, moves to curtail benefits and mis-selling scandals. However the main impetus comes from the fact, clearly demonstrated by the Pensions Commission (2004), that for pensioners to enjoy the current relative standard of living in fifty years time will require people either to (i) retire later (ii) save more; or (iii) pay higher taxes. In the Commission's view the key issues are to find a consensus on the appropriate combination of these three, or of the alternative of lower pensioner incomes, and to find ways of bringing about such an outcome. We focus on aspects of such a reform and suggest one measure which could be implemented without further ado.
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DÍAZ-GIMÉNEZ, JAVIER, and JULIÁN DÍAZ-SAAVEDRA. "The future of Spanish pensions." Journal of Pension Economics and Finance 16, no. 2 (June 6, 2016): 233–65. http://dx.doi.org/10.1017/s1474747216000093.

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AbstractWe use an overlapping generations model economy with endogenous retirement to study the 2011 and 2013 reforms of the Spanish public pension system. These reforms delay the legal retirement ages, increase the contributivity of the system, and adopt a sustainability factor and a pension revualuation index that effectively transform the Spanish pension system into a defined-contribution pension system. We find that these reforms improve the sustainability of Spanish pensions substantially, and that they limit the tax increases that would have been necessary to finance the pension system deficits. But these results are achieved at the expense of large reductions in the real value of the average pension. This reduction is progressive and, by 2050, the average pension is approximately 30% smaller in real terms than what it would have been under the pension system rules that prevailed in 2010. We also show that these reforms are costly in welfare terms and that households born between 1950 and 1970, young disabled workers who are alive at the time of the reform, and future cohorts bear the highest welfare costs. The substantial reduction of pensions and the high welfare costs that these reforms bring about lead us to conjecture that further reforms lurk in the future of Spanish pensions.
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Collard, Sharon. "Workplace Pension Reform: Lessons from Pension Reform in Australia and New Zealand." Social Policy and Society 12, no. 1 (September 25, 2012): 123–34. http://dx.doi.org/10.1017/s1474746412000474.

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The UK Government's workplace pension reforms introduce major changes to the way in which employees save for retirement. Eligible employees will be automatically enrolled into a workplace-based pension scheme and, for the first time in the UK, employers will be legally required to contribute to employees’ pensions. This article critically examines the evidence from New Zealand and Australia, two countries that have undergone pension reforms similar in some ways to the UK reforms. We assess what we can learn from their experiences in two areas: firstly, how pension schemes are structured and, secondly, the outcomes for individuals. The evidence highlights the potential of automatic enrolment to overcome people's disinterest in pension saving. At the same time, relatively few UK employees are likely to choose where their pension savings are invested. As a result, default funds will play an important role in determining the pension outcomes for individuals.
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Grech, Aaron. "What Makes Pension Reforms Sustainable?" Sustainability 10, no. 8 (August 15, 2018): 2891. http://dx.doi.org/10.3390/su10082891.

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Policymakers pushing pension reforms have tended to justify changes on the basis that they would make systems more sustainable by lowering future spending on pensions. This is a rather narrow interpretation of sustainability that fails to consider that other fiscal programs may need to accommodate the impact of reforms that reduce pension system adequacy. In this light, this article argues that in order to correctly assess the sustainability of pension reforms, one needs to adopt a more holistic framework that encapsulates the interaction between pension system goals and constraints. In a number of countries, reforms focused solely on reducing future spending were followed by reforms that restored generosity. A holistic approach to assess pension sustainability could help limit this cycle of reform and increase trust in pension systems.
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Dissertations / Theses on the topic "Pension reform"

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Vaišvilaitė, Daiva. "Pensijų reforma Lietuvoje: būklė ir perspektyvos." Master's thesis, Lithuanian Academic Libraries Network (LABT), 2005. http://vddb.library.lt/obj/LT-eLABa-0001:E.02~2005~D_20050606_181852-63707.

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In the master’s work I analyze and systematize pension system classifying methods of different Lithuanian and foreign authors, present pension provision models, disclose problems of single-stage pension systems (applied till 2004) and mark out the advantages of the system, based upon accumulation. I analyze in detail experience of the foreign countries in pension fund creation. I perform analysis of the readiness of the Lithuanian residents for funds accumulation in the 3rd stage pension funds. I confirm the scientific investigation hypothesis, formulated by myself, that the previous experience of participation in the financial market predetermines better the ability of the people to select the pension fund that meets the required interests best of all regarding the investment direction, taking into consideration age, income and gender of the pension fund participants.
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Mistríková, Diana. "The Slovak pension reform." Master's thesis, Vysoká škola ekonomická v Praze, 2006. http://www.nusl.cz/ntk/nusl-161732.

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The first part of the thesis describes the history of the Slovak pension scheme until its recent reform, within an international context. The second half of the paper is split into two parts, first one devoted to the macroeconomic and microeconomic analysis of the Slovak republic with respect to the ageing population. The second part analyses the Czech case. In both cases I applied the one-country General Equilibrium Overlapping Generations Model (OLG). I show the impact of a changing population structure on the respective economies in the long run and how the possible reform scenarios (PAYG, Defined Contribution and Fully-Funded system) would alter these results.
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Klimaitė, Jurgita. "Lietuvos privačių pensijų fondų įvertinimas." Master's thesis, Lithuanian Academic Libraries Network (LABT), 2006. http://vddb.library.lt/obj/LT-eLABa-0001:E.02~2006~D_20060606_191434-51995.

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Evaluation of private pension funds in Lithuania Final work of University Postgraduate Studies, 84 pages, 22 figures, 11 tables, 85 references, 14 appendix, Lithuanian language. KEY WORDS: pensions, social security, pension reform, private pension funds. Research object – Private pension funds in Lithuania Research aim – to evaluate private pension funs in Lithuania. Objectives: 1)specify the concept of private pension funds. 2)perform theoretic the analysis of social insurance models and estimate their potential use in the practice of private pension funds. 3)estimate potential ways of sponsorship and administration of pension funds. 4)frame the methodology of evaluation of private pension funds. 5)evaluate private pension funs in Lithuania according to the prepared methodology. Research methods: the analysis and synthesis of scientific literature, logical analysis and synthesis, comparable analysis, structural comparative analysis, the analysis and synthesis of statistical information, graphic methods of modeling, method of rating.
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Sundén, David. "The dynamics of pension reform." Doctoral thesis, Handelshögskolan i Stockholm, Samhällsekonomi (S), 2002. http://urn.kb.se/resolve?urn=urn:nbn:se:hhs:diva-573.

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This thesis consists of three essays, which all concern the dynamics of pension reform. The first essay evaluates the financial balance and the demographic adjustability of the reformed Swedish pay-as-you-go pension system. The main findings are that the demographic adjustability of the system is poor. Furthermore, the financial balance and pension levels are, to a large degree, dependent on the pension fund and its returns. Making some alterations to the system's benefit formula may improve the adjustability of the system, as well as decreasing its pension fund dependency. It is also shown that the new public system imposes an age-dependent implicit tax on labor earnings that is falling with age. Within the pay-as-you-go system, this tax is large for younger workers for whom almost the whole contribution is regarded as a tax. By introducing a public defined contribution system, the total implicit tax may be reduced since the defined contribution system implies a negative implicit tax because savings are subsidized within the defined contribution system. In the second essay a three-generation OLG model for analyzing a privatization of PAYG old-age social security is developed. Furthermore, it proposes an explicit reform for how the privatization transition may be undertaken. The set of government policy instruments is limited to debt issuing and proportional labor income taxation. The possibilities of a Pareto-improving privatization, given the proposed reform, are then analyzed. Contrary to models where a two-generation OLG framework is used, the three-generation framework creates possibilities for a Pareto-improving privatization of old-age social security, since the PAYG system induces a non-optimal implicit tax over the life cycle. By shifting to an optimal tax policy cannot only the pension claims accrued under the PAYG system be financed, but the shift will also be Pareto-improving. In the third essay the performance of the reformed Latvian pay-as-you-go pension system is evaluated against the background of an exceptional projected decrease in the Latvian labor force. The pension system is designed to handle the upcoming difficulties, and special attention has been given in the design to keep the expenditures low relative to the revenues, by introducing rules dampening the increase in the pension expenditures. In the light of the pessimistic projection of the Latvian demography, the newly reformed PAYG system performs remarkably well. The expenditure reducing rules introduced have significant effects on the system's financial balance. The pension reform also includes the launch of a publicly run defined contributions pension system. It is shown that the resulting implicit tax imposed by the public pension system imposes on labor earnings is negative and increasing with age. That is, savings are subsidized in the public pension system. It is also shown that private savings are fully crowded out as individuals try to offset their savings in the pension system. Since individuals are capital constrained, they will have no private assets at all. From a welfare perspective, this suggests the overall contribution rate to the public pension system to be too high.

Diss. Stockholm : Handelshögskolan, 2002

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Sundén, David. "The dynamics of pension reform /." Stockholm : Economic Research Institute, Stockholm School of Economics [Ekonomiska forskningsinstitutet vid Handelshögsk.] (EFI), 2002. http://www.hhs.se/efi/summary/607.htm.

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Saritas, Oran Serap. "Financialisation and Turkish pension reform." Thesis, SOAS, University of London, 2016. http://eprints.soas.ac.uk/23790/.

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Vidler, Sacha. "Pension reform: an analysis of the economic foundations of private pensions." Thesis, The University of Sydney, 2003. http://hdl.handle.net/2123/577.

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The dissertation investigates support by economists for the global policy shift away from unfunded public pension schemes towards funded private pension schemes. Influential economists and institutions, including the World Bank, present a suite of economic arguments that suggest that this shift will have positive effects on national economies, particularly in the context of aging. The arguments may be categorised according to their relation to the operation of three sets of institutions: capital markets, labour markets and political systems. In capital markets, the transition is purported to increase private and national saving, increase the quantity and quality of investment, and provide more efficient private administration. In labour markets, it is claimed that the shift will reduce labour market distortions associated with public pensions, which inhibit competitiveness, produce unemployment and encourage early retirement. According to the World Bank, public pensions systems cause these distortions without achieving their stated objective of reducing inequality. In the political sphere, the shift is purported to insulate the pension system from political pressures, which otherwise inevitably lead to crisis. The thesis provides evidence which refutes these claims. The best research, including studies by orthodox economists, indicate that the shift does not increase savings or investment, or improve the quality of financial investment. The main effect of tax concessions associated with private pension systems is to divert to private pension funds savings that would occur in any case via other mechanisms. The tax concessions are also regressive, even in systems with compulsory elements. Private administration of pensions, particularly in a plural consumer market setting, is highly inefficient, with customers at a disadvantage in dealing with providers due to the complexity and opacity of products and pricing. A negative relationship is found between public pension spending and levels of elderly poverty, suggesting that reducing public pension spending increases levels of elderly inequality. Public pensions are found not to explain differences in economic growth between regions. Elements of system design which distort labour markets, such as by encouraging early retirement, can easily be adjusted. However, such elements are explicit government policy in several countries. A review of public and private pensions finds that examples of public system crisis are associated with instances of economic and political collapse, rather than system design. Private funded systems are found to be more vulnerable, not less, to the same external influences. Relatively generous universal public pension systems are found to be financially sustainable despite demographic change, assuming modest levels of economic growth.
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Vidler, Sacha. "Pension reform an analysis of the economic foundations of private pensions /." University of Sydney. Political Economy, 2003. http://hdl.handle.net/2123/577.

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The dissertation investigates support by economists for the global policy shift away from unfunded public pension schemes towards funded private pension schemes. Influential economists and institutions, including the World Bank, present a suite of economic arguments that suggest that this shift will have positive effects on national economies, particularly in the context of aging. The arguments may be categorised according to their relation to the operation of three sets of institutions: capital markets, labour markets and political systems. In capital markets, the transition is purported to increase private and national saving, increase the quantity and quality of investment, and provide more efficient private administration. In labour markets, it is claimed that the shift will reduce labour market distortions associated with public pensions, which inhibit competitiveness, produce unemployment and encourage early retirement. According to the World Bank, public pensions systems cause these distortions without achieving their stated objective of reducing inequality. In the political sphere, the shift is purported to insulate the pension system from political pressures, which otherwise inevitably lead to crisis. The thesis provides evidence which refutes these claims. The best research, including studies by orthodox economists, indicate that the shift does not increase savings or investment, or improve the quality of financial investment. The main effect of tax concessions associated with private pension systems is to divert to private pension funds savings that would occur in any case via other mechanisms. The tax concessions are also regressive, even in systems with compulsory elements. Private administration of pensions, particularly in a plural consumer market setting, is highly inefficient, with customers at a disadvantage in dealing with providers due to the complexity and opacity of products and pricing. A negative relationship is found between public pension spending and levels of elderly poverty, suggesting that reducing public pension spending increases levels of elderly inequality. Public pensions are found not to explain differences in economic growth between regions. Elements of system design which distort labour markets, such as by encouraging early retirement, can easily be adjusted. However, such elements are explicit government policy in several countries. A review of public and private pensions finds that examples of public system crisis are associated with instances of economic and political collapse, rather than system design. Private funded systems are found to be more vulnerable, not less, to the same external influences. Relatively generous universal public pension systems are found to be financially sustainable despite demographic change, assuming modest levels of economic growth.
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Stankūnaitė, Gitana. "Lietuvos privačių pensijų fondų įvertinimas." Master's thesis, Lithuanian Academic Libraries Network (LABT), 2009. http://vddb.library.lt/obj/LT-eLABa-0001:E.02~2008~D_20090114_160228-55153.

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Magistrantūros studijų baigiamasis darbas, 69 puslapiai, 12 paveikslai, 8 lentelių, 88 literatūros šaltiniai, 11 priedų, lietuvių kalba. RAKTINIAI ŽODŽIAI: pensijos, socialinė apsauga, pensijų sistemos reforma, privatūs pensijų fondai. Tyrimo objektas – Lietuvos privatūs pensijų fondai. Darbo tikslas – įvertinti Lietuvos privačius pensijų fondus. Tyrimo uždaviniai: 1) nustatyti privačių pensijų fondų vietą pensijų sistemoje; 2) nustatyti privačių pensijų fondų svarbą kuriant gerovės valstybę; 3) atlikti privačių pensijų fondų veiklos ir vertinimo problemų analizę; 4) nustatyti pensijų fondų vertintojus ir jų vertinimo kriterijus; 5) parengti pensijų fondų įvertinimo metodiką; 6) pagal parengtą metodiką įvertinti Lietuvos privačių pensijų fondų veiklą. Tyrimo metodai - mokslinės literatūros bei loginė analizė ir sintezė, lyginamoji analizė, struktūrinė santykinė analizė, statistinių duomenų analizė ir sintezė, grafinio vaizdavimo metodas, reitingavimo metodas.
The final work of magistracy studies, 69 pages, 12 pictures, 8 tables, 88 literature sources, 11 annexes, in Lithuanian. KEY WORDS: pensions, social security, pension system reform, private pension funds. Research Target: private pension funds in Lithuania. Research aim: To evaluate private pension funds in Lithuania. Research Objectives: 1. To ascertain the location of private pension funds in pension system; 2. To ascertain the importance of private pension funds creating the welfare state; 3. To carry out the analyses of the problems determining the activity of private pension funds; 4. To establish the evaluators and their criteria for evaluating private pension funds; 5. To prepare methodics for evaluating pension funds; 6. to evaluate the activity of private pension funds in Lithuania according to the prepared methods. Research methods: logical analysis and synthesis of scientific literature, comparative analyses, structural relative analysis, analysis and synthesis of statistical data, graphical representation method, rate-making method.
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Hübner, Ondřej. "Stáří financované dávkami z důchodových pilířů." Master's thesis, Vysoká škola ekonomická v Praze, 2016. http://www.nusl.cz/ntk/nusl-264146.

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In diploma thesis titled Age financed by benefits from pension pillars, is a reader first of all informed about a classification of various pension systems. In the following text is described pension system of the Czech Republic in many details, which forms two pillars in present time. According to the description of the Czech pension system, is also explained demographic situation from historical and future context. Very important is also considered explanation and description of pension systems in other countries, which is based on OECD report from 2015. In practical part is a used methodic of Melbourne Mercer Global Pension index. The evaluation of pension systems is very detailed in selected countries except Czech Republic. The index methodology is applied on Czechs pension system in last part of the diploma thesis. Final index evaluation is used for the proposal improvement of pension system.
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Books on the topic "Pension reform"

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National Council of Welfare (Canada). Pension reform: A report. Ottawa: The Council, 1990.

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Davis, E. Philip. Public pensions, pension reform and fiscal policy. Frankfurt: European Monetary Institute, 1997.

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Grandolini, Gloria M. The 1997 pension reform in Mexico. Washington, DC: World Bank, Latin American and the Caribbean Regional Office, Finance, Private Sector, and Infrastructure Unit, 1998.

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Gillingham, Robert. Pension reform in India. [Washington, D.C.]: International Monetary Fund, Fiscal Affairs Department and Asia and Pacific Department, 2001.

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Fund, International Monetary, ed. Pension reform in Belgium. Washington, D.C: International Monetary Fund, 1996.

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Corsetti, Giancarlo. Pension reform and growth. Washington, DC: World Bank, Policy Research Dept., Macroeconomics and Growth Division, 1995.

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Queisser, Monika. Pension reform and private pension funds in Peru and Colombia. Washington, DC: World Bank, Financial Sector Development Dept., 1997.

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Börsch-Supan, Axel H., and Meinhard Miegel, eds. Pension Reform in Six Countries. Berlin, Heidelberg: Springer Berlin Heidelberg, 2001. http://dx.doi.org/10.1007/978-3-642-56696-7.

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A, Barr N. Pension reform: A short guide. Oxford University Press: New York, 2009.

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Fund, International Monetary, ed. Rethinking public pension reform initiatives. Washington, D.C: International Monetary Fund, 1998.

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Book chapters on the topic "Pension reform"

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Staab, Silke. "Pension Reform (2008)." In Gender and the Politics of Gradual Change, 109–34. Cham: Springer International Publishing, 2017. http://dx.doi.org/10.1007/978-3-319-34156-9_5.

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Iakova, Dora. "Pension Reform Issues." In Japan's Economic Revival, 79–94. London: Palgrave Macmillan UK, 2008. http://dx.doi.org/10.1057/9781137001603_6.

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Grigoryeva, Irina, Oksana Parfenova, and Alexandra Dmitrieva. "Social Policy for Older People in the Post-Soviet Space: How Do Pension Systems and Social Services Influence Social Exclusion?" In International Perspectives on Aging, 385–95. Cham: Springer International Publishing, 2021. http://dx.doi.org/10.1007/978-3-030-51406-8_30.

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AbstractThis chapter considers pension protection and social services in the post-Soviet space as forms of social policy that can protect older people from risks of social exclusion. We draw on the example of two countries, Russia and Ukraine, which share a common Soviet background. Until relatively recently, both countries held a similar position with regard to the pension protection and social security of old people. However, recent reforms in the area of pensions and social services have generated various possible ways for the development of both countries. In Ukraine, pension reform took place in 2017, and can be described as “softer” in comparison with the Russian version. Ukrainian reform does not involve raising the retirement age, but rather increases the length of service required to retire. Pension reform in Russia has been taking place before our eyes, in 2018–2019. It assumes a sharp rise in the retirement ages for men and women. In addition to addressing pension reform, the chapter considers in more detail social services for older people in Russia and Ukraine. In broad terms, the chapter seeks to answer the following question: How do modern pension reforms and the structure of social services in the post-Soviet space (for example, Russia and Ukraine) affect the social exclusion of older people?
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Scarponetti, Patricia, Leandro Sepúlveda, and Antonio Martín-Artiles. "Pension Systems Compared: A Polarised Perspective, a Diverse Reality." In Towards a Comparative Analysis of Social Inequalities between Europe and Latin America, 419–51. Cham: Springer International Publishing, 2020. http://dx.doi.org/10.1007/978-3-030-48442-2_14.

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AbstractGlobalisation and international competition have a spillover effect on the reforms of pension systems that imposes a similar pattern of dismantling, hardening access to pensions, reducing expenditure and retrenchment in said reforms. The comparative analysis of four countries with different pension systems: two liberal (United Kingdom and Chile) and another two with contributory-proportional systems (Spain and Argentina) serves to determine the details of the reform processes, which discursively seem to have a shared pattern recommended by the international financial and economic institutions.But the reality of the four case studies shows considerable differences in the implementation of the pension reform policies. The reforms depend on the societal context, institutions, history, the role of unions, the government in power, demographic factors and economic perspectives, among other matters. Many countries need to sustain pension systems because they are associated with many pensioners’ political vote. Therefore, the spillover effect of globalisation and the convergence in certain uniform patterns of reforms is far from reality in the four countries, and as such, the measures adopted are specific for each country.
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Asher, Mukul G. "Pension Reform in India." In The Indian Economy Sixty Years After Independence, 69–91. London: Palgrave Macmillan UK, 2008. http://dx.doi.org/10.1057/9780230228337_5.

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Blair, Catherine. "Acquiring the Ability to Reform." In Securing Pension Provision, 98–117. London: Palgrave Macmillan UK, 2014. http://dx.doi.org/10.1057/9781137453976_8.

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Torp, Cornelius. "International Transfers and National Path Dependencies: Pension Systems in Britain and Germany after the Second World War." In International Impacts on Social Policy, 359–70. Cham: Springer International Publishing, 2022. http://dx.doi.org/10.1007/978-3-030-86645-7_28.

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AbstractExternal influences have always played an important role in British and German pension politics. Until the 1970s, bilateral interdependencies in the form of knowledge transfers were paramount. Later, transnational developments transcending Britain and Germany such as the evolving discourse about demographic aging have shaped pension reform debates in both countries. Neither the short-lived British experiment with earnings-related pensions in the 1970s nor the German move towards the privatisation of old-age provision in recent years can be explained without referring to external influences. The effect of international impulses, however, should not be overstated. Even the profound pension reforms in both countries shortly after the year 2000 did not abandon the different institutional paths by which the two pension systems had been characterised in the past.
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Ulriksen, Marianne S. "A Racialised Social Question: Pension Reform in Apartheid South Africa." In One Hundred Years of Social Protection, 221–62. Cham: Springer International Publishing, 2020. http://dx.doi.org/10.1007/978-3-030-54959-6_7.

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AbstractThe post-WWII period was the “golden age” of welfare-state development. Not so in South Africa, where pension policies did not undergo any significant reforms during the entire apartheid era (1948–1990). This chapter takes a constructivist approach to unpacking the marginal reform efforts in social security in an otherwise reform-fervent apartheid regime. Through in-depth analyses of historical accounts and parliamentary debates, I investigate the ideational underpinnings of and justifications for pension policy developments. The reasons for the state’s limited pension reforms are the ideas of “separate development” and different levels of “civilisation” whereby the white regime could justify taking primary responsibility for only their “own people”.
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Bovenberg, A. Lans, and Lex Meijdam. "The Dutch Pension System." In Pension Reform in Six Countries, 39–67. Berlin, Heidelberg: Springer Berlin Heidelberg, 2001. http://dx.doi.org/10.1007/978-3-642-56696-7_3.

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Burnay, Nathalie, Jim Ogg, Clary Krekula, and Patricia Vendramin. "Introduction." In Older Workers and Labour Market Exclusion Processes, 1–17. Cham: Springer International Publishing, 2022. http://dx.doi.org/10.1007/978-3-031-11272-0_1.

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AbstractIn recent years, policies that extend the working life have been a key feature of European and other countries with post-industrialised economies. These policies focus on two dimensions of work and retirement which governments consider crucial to reform if pension systems are to be safeguarded in the context of ageing populations. First, legal and administrative reforms are pushing back the legal age of retirement thereby withholding pension rights until workers have reached a certain age. Second, defined benefit pensions, so-called because employees and employers know the formula for calculating retirement benefits in advance of paying them, are being phased out and replaced by defined contribution pensions, where the level of contributions, and not the final benefit, is pre-defined and no final pension promise is made. This shift results in the individualisation of pension benefits, since in most cases workers must build up sufficient contributions and invest in pension products on financial markets. The effect of this trend is that workers remain in the labour force longer in order to secure an acceptable pension benefit. Overall, the implementation of these two policies to extend the working life has produced the desired effect of retaining individuals longer in the labour market and easing the pressure on public pensions, as can be seen in data produced by Eurostat since the 1990s: the proportion of people aged 55 years or more in the total number of persons employed in the EU-27 increased from 12% to 20% between 2004 and 2019 (Eurostat, 2021).
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Conference papers on the topic "Pension reform"

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Bogatyreva, Marina. "Monetization Of Benefits And "Pension Reform"." In Trends and Innovations in Economic Studies, Science on Baikal Session. European Publisher, 2020. http://dx.doi.org/10.15405/epsbs.2020.12.12.

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Qian, Suping. "The reform of retirement pension system." In International Conference of Information Science and Management Engineering. Southampton, UK: WIT Press, 2014. http://dx.doi.org/10.2495/isme20140741.

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Filarska, Jana. "INFLUENCE OF PENSION REFORM IN SLOVAKIA." In 5th International Multidisciplinary Scientific Conferences on SOCIAL SCIENCES and ARTS SGEM2018. STEF92 Technology, 2018. http://dx.doi.org/10.5593/sgemsocial2018/1.4/s04.052.

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Mladen, Luise. "PENSION REFORM IN ROMANIA AND ITS IMPLICATIONS ON PENSION ADEQUACY FOR WOMEN." In SGEM 2014 Scientific SubConference on POLITICAL SCIENCES, LAW, FINANCE, ECONOMICS AND TOURISM. Stef92 Technology, 2014. http://dx.doi.org/10.5593/sgemsocial2014/b22/s6.069.

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Bogatyreva, M. V., and A. E. Kolmakov. "Success and Failures of the Russian Pension Reform." In International Scientific Conference "Far East Con" (ISCFEC 2020). Paris, France: Atlantis Press, 2020. http://dx.doi.org/10.2991/aebmr.k.200312.157.

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Zou De-xin and Jiang Chong. "Research on intertemparal optimization of partially funded pension reform." In 2009 Chinese Control and Decision Conference (CCDC). IEEE, 2009. http://dx.doi.org/10.1109/ccdc.2009.5194863.

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Skufina, Tatiana. "Pension Reform And Demographic Processes In The Arctic Regions." In IV International Scientific Conference "Competitiveness and the development of socio-economic systems" dedicated to the memory of Alexander Tatarkin. European Publisher, 2021. http://dx.doi.org/10.15405/epsbs.2021.04.87.

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Sun, Li. "Research on the Efficiency of Chinese Pension Insurance System Reform." In 2017 International Conference on Humanities Science, Management and Education Technology (HSMET 2017). Paris, France: Atlantis Press, 2017. http://dx.doi.org/10.2991/hsmet-17.2017.104.

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Herasimau, Raman. "REFORM OF PENSION SYSTEM AS A WAY FOR SOCIAL STABILITY." In 15th International Bata Conference for Ph.D. Students and Young Researchers. Tomas Bata University in Zlín, 2019. http://dx.doi.org/10.7441/dokbat.2019.034.

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Zakhartsev, Sergey I., Igor Yu Nikodimov, Elena A. Mironova, Igor A. Burmistrov, and Tatyana N. Sinyukova. "Pension Reform as a Continuation of Economic Policy Russian Federation." In Conference on current problems of our time: the relationship of man and society (CPT 2020). Paris, France: Atlantis Press, 2021. http://dx.doi.org/10.2991/assehr.k.210225.041.

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Reports on the topic "Pension reform"

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Sales-Sarrapy, Carlos, Fernando Solis-Soberon, and Alejandro Villagomez-Amez. Pension System Reform: The Mexican Case. Cambridge, MA: National Bureau of Economic Research, September 1996. http://dx.doi.org/10.3386/w5780.

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Feldstein, Martin. Social Security Pension Reform in China. Cambridge, MA: National Bureau of Economic Research, November 1998. http://dx.doi.org/10.3386/w6794.

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Edwards, Sebastian. The Chilean Pension Reform: A Pioneering Program. Cambridge, MA: National Bureau of Economic Research, November 1996. http://dx.doi.org/10.3386/w5811.

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Fitzpatrick, Maria. Pension Reform and Return to Work Policies. Cambridge, MA: National Bureau of Economic Research, November 2018. http://dx.doi.org/10.3386/w25299.

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Börsch-Supan, Axel. Entitlement Reforms in Europe: Policy Mixes in the Current Pension Reform Process. Cambridge, MA: National Bureau of Economic Research, April 2012. http://dx.doi.org/10.3386/w18009.

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Boersch-Supan, Axel, and Hendrik Juerges. Disability, Pension Reform and Early Retirement in Germany. Cambridge, MA: National Bureau of Economic Research, May 2011. http://dx.doi.org/10.3386/w17079.

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Borsch-Supan, Axel, and Barbara Berkel. Pension Reform in Germany: The Impact on Retirement Decisions. Cambridge, MA: National Bureau of Economic Research, August 2003. http://dx.doi.org/10.3386/w9913.

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Boersch-Supan, Axel, Alexander Ludwig, and Joachim Winter. Aging, Pension Reform, and Capital Flows: A Multi-Country Simulation Model. Cambridge, MA: National Bureau of Economic Research, December 2005. http://dx.doi.org/10.3386/w11850.

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Vogel, Edgar, Alexander Ludwig, and Axel Börsch-Supan. Aging and Pension Reform: Extending the Retirement Age and Human Capital Formation. Cambridge, MA: National Bureau of Economic Research, February 2013. http://dx.doi.org/10.3386/w18856.

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Disney, Richard, Carl Emmerson, and Sarah Smith. Pension Reform and Economic Performance in Britain in the 1980s and 1990s. Cambridge, MA: National Bureau of Economic Research, March 2003. http://dx.doi.org/10.3386/w9556.

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