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Individual and collective responsibility: mandated private pensions in a comparative perspective
- Authors:
- DIXON John, HYDE Mark
- Journal article citation:
- Journal of Comparative Social Welfare, 25(2), June 2009, pp.119-127.
- Publisher:
- Taylor and Francis
For a growing number of social policy analysts, the privatisation of pensions should be understood as an integral element of welfare retrenchment. Driven by the core values of “neo-liberalism”, it is intended to diminish collective responsibility for retirement income futures. We take issue with this characterisation of pensions privatisation. A cross-national comparative analysis of mandated private pensions suggests that the market orientation of their design is generally ambivalent. While the architects of these arrangements have embraced market principles, they have also accepted the principle of collective responsibility. The privatisation of pensions has not been informed, universally or comprehensively, by the core values of neo-liberalism.
Pensions at a glance: public policies across OECD countries
- Author:
- ORGANISATION FOR ECONOMIC CO-OPERATION AND DEVELOPMENT
- Publisher:
- Organisation for Economic Co-operation and Development
- Publication year:
- 2007
- Pagination:
- 204p.
- Place of publication:
- Paris
Government-mandated pension and retirement policies have changed dramatically during the past decade. Pensions at a Glance presents a consistent framework for comparing public-pension policies across OECD countries, as well as reliable data. The report thus provides the basis for not only evaluating existing pension systems, but also designing and implementing future reforms. This second edition
Reviewing the role and structure of pensions in national context
- Author:
- SAUNDERS Peter
- Journal article citation:
- Policy and Politics, 34(4), October 2006, pp.673-690.
- Publisher:
- Policy Press
This article draws on the policy experience of a range of countries to argue that different approaches to pension reform reflect national values and culture that become embedded in pension arrangements and take on their own momentum. This is illustrated with examples drawn from Australia and China on the role of means testing and the balance between formal and informal means of support in old age. Pension reform must address demographic change and be financially sound, but must also be politically sustainable. Challenges exist, but to portray these as a 'crisis' does little to aid the search for sensible responses.
Old-age security for women in the twelve EC countries
- Authors:
- DORING Diether, et al
- Journal article citation:
- Journal of European Social Policy, 4(1), 1994, pp.1-18.
- Publisher:
- Sage
Reports on a comparative study which dealt with the question of whether elderly women in the twelve member states of the EC receive minimum pensions of their own. Since the realisation of Beveridge's two principles of universality and of a guaranteed minimum should imply minimum pensions for elderly women, the study examined if the core old-age security systems of the twelve member states
Shifting the pension mix: consequences for Dutch and Danish women
- Authors:
- FRERICKS Patricia, MAIER Robert, de GRAAF Willibrord
- Journal article citation:
- Social Policy and Administration, 40(5), October 2006, pp.475-492.
- Publisher:
- Wiley
All European countries are aiming to reform their pension systems in line with two conceptual ideas: firstly, that systems should combine public, occupational and private pensions; secondly, that entitlements should be individualized. The Dutch and the Danish pension systems already consist of these three different pensions with relatively individualized entitlements and in a way form an ideal type of pension system. However, these systems are far from ideal since they are deeply gender biased. The positive effects of citizenship-based state pensions conceal the negative ones. In addition, recent developments in the combination of the pension schemes counteract the positive effects. Given the male-oriented norm when it comes to full pension entitlements, and given the fact that life
Decommodification and the worlds of welfare revisited
- Author:
- BAMBRA Clare
- Journal article citation:
- Journal of European Social Policy, 16(1), February 2006, pp.73-80.
- Publisher:
- Sage
This article critically examines the theoretical, empirical and methodological limitations of Esping-Andersen’s Three Worlds of Welfare decommodification index. It highlights an, to date, overlooked error in Esping-Andersen’s original calculations that led to the incorrect positioning of three borderline countries (Japan, the UK and Ireland) and resulted in the empirically erroneous composition of the Three Worlds of Welfare. Updated decommodification data from 1998/99 are used to explore the influential role of variable weighting in the creation of the three worlds typology. Finally, the paper revisits the decommodification index to examine how the relationships between the countries have changed since 1980. The paper concludes by questioning the extent to which the Three Worlds of Welfare still exist, and indeed, at least in empirical terms, the extent to which they ever did.
Welfare-state decommodification in 18 OECD countries: a replication and revision
- Authors:
- SCRUGGS Lyle, ALLAN James
- Journal article citation:
- Journal of European Social Policy, 16(1), February 2006, pp.55-72.
- Publisher:
- Sage
The authors present and discuss a replication and reassessment of the welfare-state decommodification index, and introduce a new, publicly available data set of key welfare-state programme characteristics. Using the same programme features used to create the ‘decommodification index’ in The Three Worlds of Welfare Capitalism, one of the most widely cited sources in the field, we are able to replicate the results quite closely. However, our investigation suggests a number of likely errors in the original formulation. Once these are accounted for, we find very limited empirical support for the ‘three worlds’ typology in the decommodification data. Though some clear differences remain, there is also much less overall variation among countries. Furthermore, there is little evidence of ‘clustering’ among programme scores, a finding which is at odds with the idea of distinctive national regimes. Our results point to the need for a detailed re-investigation of welfare-state benefits in advanced industrial democracies. Our data set helps to provide a basis for such an assessment.
Old-age income support in the 21st century: an international perspective on pension systems and reform
- Authors:
- HOLZMANN Robert, HINZ Richard
- Publisher:
- World Bank
- Publication year:
- 2005
- Pagination:
- 232p., bibliog.
- Place of publication:
- Washington, DC
The book attempts to explain current policy thinking and update the World Bank’s perspective on pension reform. The Bank has been involved in pension reforms in nearly 60 countries, and the demand for its support continues to grow. This book incorporates lessons learned from recent Bank experiences and research that have significantly increased knowledge and insight regarding how best to proceed in the future.
Old europe?: demographic change and pension reform
- Author:
- WILLETTS David
- Publisher:
- Centre for European Reform
- Publication year:
- 2003
- Pagination:
- 61p.
- Place of publication:
- London
Europe must get to grips with the problems posed by an ageing population, or face a declining economic growth rate and ever-increasing pension liabilities. David Willetts MP exposes the myth that Britain is better prepared to face the problems of an ageing population than continental Europe. He argues that while France and Germany must reform their state pensions systems, Britain needs to tackle
Are Scandinavian countries different? A comparison of relative incomes for older people in OECD nations
- Author:
- HAYNES Philip
- Journal article citation:
- Social Policy and Administration, 45(2), April 2011, pp.114-130.
- Publisher:
- Wiley
Using case-based methods this research examines the provision of pensions and income support for older people in OECD countries, to see whether Scandinavian countries are qualitatively different to other OECD nations. The study also looked at whether Scandinavian countries for a separate cluster that defines their coverage for women. Scandinavia can be clearly identified in a separate cluster,