Gender Difference in Retirement Income and Pension Policy – Simulating the Effects of Various DB and DC Schemes

by Michele BELLONI, Elsa Fornero
August, 2008

This analysis evaluates the relative pension positions of men and women, under different characterisations of their respective working lives and pension designs. Both Defined Benefit (DB) and Defined Contribution (DC) schemes are considered, as well as a few variants of their basic pension formula, each exemplifying a stylised normative framework. Not surprisingly, the working career … Continued

Equality of Retirement Benefits Received by Men and Women in Selected European Countries: Childbearing and Future Benefits

by Irena E. Kotowska, Joanna Stachura, Pawel Strzelecki
June, 2008

This research report seeks to answer the question of whether old-age benefit rules for women could be altered with the aim not only of ensuring better benefits for older women but also of stimulating fertility. To address this question, a micro-simulation model has been developed. The input data for the model has been drawn from … Continued

Tax/Benefit Policies and Growth Potential of the EU

by Kari E.O. Alho
May, 2008

The EU has ambitious goals for economic performance. The goals are to be reached in combination with social cohesion and environmentally sustainable development. The main economic policy instruments to be used by the EU member states are taxes and benefits. The economic and political framework for implementing measures in these areas is currently delineated, and … Continued

A Comparative Typology of Pension Regimes

by Arjan Soede, Cok Vrooman
April, 2008

This report presents an empirical typology of pension regimes in the European Union, the US, Canada, Australia and Norway. The categorisation is based on 34 quantitative and qualitative characteristics of the mandatory parts of the pension systems in these countries. The empirical analysis shows that Esping-Andersen’s classical distinction between liberal, corporatist and social-democratic welfare regime … Continued

Women’s Pension Rights and Survivors’ Benefits: A Comparative Analysis of EU Member States and Candidate Countries

by Chiara Monticone, Anna Ruzik, Justyna Skiba
April, 2008

This report presents and compares old-age income provision rules with respect to the issue of equality between women and men in the current and future EU member states. The report focuses on 25 member states and, to the extent possible, on the recently acceded and candidate countries (Romania, Bulgaria, Turkey and Croatia). The report considers … Continued

Retirement Decisions, Benefits and the Neutrality of Pension Systems

by Marek Góra
April, 2008

This study discusses the pension system as an institutional structure for intergenerational exchange. The concept of intergenerational equilibrium is introduced as a condition for pension system stability, reducing labour market distortions as well as reaching social policy goals such as giving equal value to the welfare of each generation. The changing population structure has led … Continued