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Pension reform in Sweden
- Author:
- STAHLBERG A-C.
- Journal article citation:
- Scandinavian Journal of Social Welfare, 4(4), October 1995, pp.267-273.
- Publisher:
- Munksgaard/ Blackwell
Pension reform has been placed on the political agenda in many countries. The Swedish parliament has decided to make significant changes in the pension system. This article presents the Swedish pension reform, which goes further than the changes in other European countries. According to the reforms, there will be a guaranteed pension that redistributes life-cycle incomes from rich to poor and an income-related actuarial pension without any intra- and intergenerational redistributive effects (with a few exceptions). The idea is to have an actuarial contribution-defined pension within a pay-as-you-go system.
Financial gerontology and the middle ageing of the world: the U.K. in international perspective
- Author:
- CUTLER Neal E.
- Journal article citation:
- Generations Review, 7(2), June 1997, pp.4-6.
- Publisher:
- British Society of Gerontology
Discusses the ageing of the population in the United Kingdom from a comparative perspective. Looks in particular at the role of middle age to the future financing of older age.
Minimum pensions and safety nets in old age: a comparative analysis
- Authors:
- EVANS Martin, FALKINGHAM Jane
- Publisher:
- London School of Economics. Suntory-Toyota International Centre for Economics an
- Publication year:
- 1997
- Pagination:
- 58p.,tables,bibliog.
- Place of publication:
- London
Paper comparing the performance of public pensions in providing a minimum income in old age in six countries: Australia, Chile, Italy, Poland, Sweden and the UK. Uses hypothetical individual life histories to assess the impact of low pay, unemployment, part-time work, and absences from work to care for children on pension entitlement on reaching pensionable age in each country. The pensions from each national pension system are calculated according to their current rules for the whole duration of each hypothetical life history and the resulting pensions are evaluated using four relative standards.
Good personal finances or a strong social capital—on different life conditions of importance for an active life when becoming alone in old age
- Authors:
- EMILSSON Ulla Melin, STAHL Agneta
- Journal article citation:
- European Journal of Social Work, 19(5), 2016, pp.749-763.
- Publisher:
- Taylor and Francis
Becoming alone in old age can be a decisive life event that brings major changes depending on various causes as health status, financial resources, family situation, and available welfare services. This article discusses the situation of older people in Sweden who have transitioned from a two-person to single-person household in recent years and what impact this might have on their everyday lives. Through in-depth interviews with 18 older people, age 67–90, their experiences about life conditions and opportunities were examined. Findings showed large differences between the men and women. They all tried to live as they always had done and they used the same personal life strategies that they always had. But the men could live as before on their own financial merits, while the women needed assistance from children, grandchildren and the welfare system. Transportation options were central and clearly related to both private economy and social services available. Shortcomings in the welfare state's way of caring for the elderly were clearly uncovered. The gap between social policy promises of opportunities for autonomy and independence to live an active life in old age and the everyday reality for older people still seems to be wide. (Publisher abstract)
Preparations for retirement in Sweden: migrant perspectives
- Authors:
- HARRYSSON Lars, MONTESINO Norma, WERNER Erika
- Journal article citation:
- Critical Social Policy, 36(4), 2016, pp.531-550.
- Publisher:
- Sage
Migrants as a group are recognised as being at risk of receiving low retirement pensions. Income over a lifetime is the principle for calculating pension rights. The authors have interviewed a group of migrants about their retirement preparations. The results show that there are obstacles that obstruct migrants from entering the Swedish labour market, which will greatly influence future pension rights. There are various lock-in effects that isolate migrants from the labour market and thus affect their present and future financial situation. Examples are labour market policy activities and that the minimum level pensions have mobility restrictions. These trajectories are set in perspective to Nancy Fraser’s reasoning on justice in a transnational setting and Yeheskel Hasenfeld’s reflections on people processing. An important implication from the authors' findings is the need to explore ways to include a group that is currently excluded from the labour market, hence adequate retirement income protection. (Edited publisher abstract)
Approaching retirement: social divisions, welfare and exclusion
- Author:
- MANN Kirk
- Publisher:
- Policy Press
- Publication year:
- 2001
- Pagination:
- 280p.,diags.,bibliog.
- Place of publication:
- Bristol
Tackles issues around income in retirement from a sociological perspective. Contains chapters on: social divisions, exclusion and retirement; two versions of political economy, ease and plenty or immerseration and crisis; consumption, consumers and choice; post work and post structuralism; risk and post traditional welfare; and comparative measures of 'successful retirement', including comparisons with other countries.
Is Swedish pension reform the right medicine for aging Europe?
- Author:
- PALMER Edward
- Journal article citation:
- Journal of Aging and Social Policy, 14(1), 2002, pp.35-51.
- Publisher:
- Routledge
- Place of publication:
- Philadelphia, USA
Following the Second World War, the idea of the life course with distinct periods of education, work, and retirement became popular as a result of the alliance of interests of unions and management, with politicians seizing the opportunity to accommodate them. These “social partners” implemented benefit rules and created practices for using old age and disability to ease the exit of older workers. Although justifiable at the time, now those rules and practices hinder individual and employer incentives to invest in human capital and work environments that enable older workers to remain in the workforce. The article argues that the workforce environment of the coming half-century, which is relevant for persons born around 2000, is much different from that a hundred years earlier, which determined the opportunities for people born around 1900. People are healthier and live much longer and work environments are friendlier. The article argues that it is no longer justifiable to subsidize exit from the workforce around the age of 60 for healthy workers, especially in view of the coming labour shortage in Europe.
Caring for older Europeans: comparative studies in 29 countries
- Author:
- GIARCHI George Giacinto
- Publisher:
- Arena
- Publication year:
- 1996
- Pagination:
- 547p.,bibliog.
- Place of publication:
- Aldershot
Provides a reference source for various modes of care (both formal and informal) for older people throughout Europe. Each chapter follows the same format and covers: demography; socio-political and administrative background; social security and pensions; housing; health care; mental health care; residential care; personal social services; voluntary care agencies and support organisations; leisure pursuits and education; and older people in rural areas.