From the Replacement Rate to the Synthetic Indicator: A Global and Gender Measure of Pension Adequacy in the European Union

Alonso-Fernandez, Juan-José; Gaya, Robert Meneu; Devesa-Carpio, Enrique; Devesa‐Carpio, Mar; Domínguez‐Fabián, Inmaculada; Goenechea, Borja Encinas

doi:10.1007/s11205-017-1653-x

Cited by 13 publications

(7 citation statements)

References 6 publications

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“…These three countries are chosen because they represent distinct pension systems in Europe. In the United Kingdom, personal savings and employer-based pension systems play a significant role for many older adults, while governmental pensions provide a smaller portion of income (about 50%), compared to 60% in the OECD countries overall (Ayres and Cracknell 2015;Alonso-Fernandez et al 2018). In Germany, personal savings play an increasing role, especially for older adults with non-traditional employment histories (Ziegelmeyer and Nick 2013).…”

Section: The Present Studymentioning

confidence: 99%

Which financial stressors are linked to food insecurity among older adults in the United Kingdom, Germany, and the Netherlands? An exploratory study

et al. 2021

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Food insecurity among adults age 65 and older is a growing public policy concern in European countries, but the extent of the problem and the related financial stressors are unclear. The purpose of this paper is to measure the percent of food insecure individuals in a targeted sample of financially fragile older adults, and to identify associated financial stressors and socioeconomic characteristics. This exploratory study is based on an online survey of 1,059 older adults experiencing financial hardship. Participants were recruited through commercial consumer panels in the United Kingdom, Germany, and the Netherlands. The proportion of financially fragile older adults reporting food insecurity ranged from 24% in the British sample, 29% in the German sample, and 35% in the Dutch sample. We identified financial stressors that contributed to food insecurity in each country sample. Having more financial stressors increased the risk of food insecurity, which was similar in each country. Within and across country samples, food insecurity is associated with financial stressors. Insights for policy makers, consumer advocates, and social services point to the value of integrating financial and food-related support services, the potential for cross-country collaboration, and efforts that take into account the particular financial circumstances of older adults.

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Section: The Present Studymentioning

confidence: 99%

Which financial stressors are linked to food insecurity among older adults in the United Kingdom, Germany, and the Netherlands? An exploratory study

et al. 2021

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“…A fim de avaliar os aspectos distributivos mais relevantes em cada caso, foram calculados cinco indicadores previdenciários individuais de uso padrão na literatura, descritos a seguir. O emprego de mais de um conjunto de indicadores justifica-se pelo fato de regimes previdenciários terem diversos objetivos (BRIMBLECOMBE, 2013) e porque a adequação e a equidade não podem ser mensuradas de forma adequada por um único indicador (ALONSO-FERNANDEZ et al, 2018). Em particular, como foi adotada a metodologia dos indivíduos representativos, só podem ser analisados aspectos distributivos intrageracionais.…”

Section: Indicadores Previdenciários Individuaisunclassified

“…Estes diferenciais são consistentes com evidências empíricas sobre maiores densidades para trabalhadores de renda mais elevada. Esta estratégia, de imputação de densidades contributivas distintas, tem a característica de tornar endógena a espécie de aposentadoria (por idade ou por tempo de contribuição) e, dessa forma, incorporar o fato bastante característico do RGPS, de que pessoas que se aposentam por idade o fazem mais tarde e têm renda mais baixa do que aqueles que se aposentam por tempo de contribuição (AFONSO, 2016;ALONSO;HOYO;TUESTA, 2015;FORTEZA et al, 2009);…”

Section: Premissasunclassified

Maternidade e aposentadoria no RGPS: como as mulheres com filhos são afetadas pela reforma previdenciária da Emenda Constitucional 103/2019?

Wiederkehr¹,

Afonso

2022

Rev. bras. estud. popul.

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Este trabalho analisa como a aposentadoria pode ser impactada pela maternidade, dado que pode afetar os fluxos de renda, contribuições e benefícios. Emprega-se um modelo atuarial com densidades contributivas diferenciadas por nível de renda. Como o número de contribuições varia em função destas densidades, a idade de aposentadoria é calculada de forma endógena, com a realização de um conjunto de simulações. Foram calculados cinco indicadores previdenciários em diferentes cenários, dados por combinações do evento da maternidade, idade no nascimento do filho, duração do afastamento do mercado de trabalho e salário no retorno ao mercado de trabalho. Os cálculos foram feitos para a regra antiga do Regime Geral de Previdência Social (RGPS), que vigorou até 2019, e para a regra nova, que passou a valer em 2020, após a aprovação da Emenda Constitucional n. 103/2019. Observou-se queda no caráter progressivo das aposentadorias do RGPS devido à reforma de 2019, bem como redução na maioria dos indicadores, particularmente na taxa interna de retorno. Mas a taxa de reposição pode aumentar para alguns grupos devido à extensão do período contributivo. Trabalhadoras sem filhos e aquelas que não deixam o mercado de trabalho devido à maternidade são afetadas de maneira razoavelmente similar pela reforma. Trabalhadoras que precisam deixar o mercado de trabalho são mais afetadas, com redução nos indicadores que dependem do período de recebimento do benefício de aposentadoria.

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“…За інших рівних умов вони є менш продуктивними, водночас у середньому по країнах ОЕСР кожні 10 років роботи на одного роботодавця збільшують зарплату працівника на 6%. Ця тенденція найбільш яскраво проявляється в Туреччині, Японії та Південній Кореї 11 . Серед високих незарплатних витрат, пов'язаних з використанням праці людей старших вікових груп, -обмеження за інтенсивністю, змінністю трудової діяльності та ін.…”

Section: вигоди і втрати від економічної активності літніх людейunclassified

Economic Activity of Elderly People

Mortikov¹

2021

Ekon. Ukr.

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The economic activity of the elderly is becoming increasingly important with the aging of the population and the extension of the education of young people. Older people have experience, knowledge, which is an important component of human capital of modern organizations and countries in general. Meanwhile, in Ukraine, according to statistics, the economic activity of the elderly has decreased significantly during the 2008-2018 period. Most elderly workers are among the specialists and representatives of the simplest professions. Data on the registered statistics of economic activity of elderly in the regions of Ukraine are weakly correlated with the situation on regional labor markets. This is due, in particular, to the significant shadow component of employment in this age group. There are both positive and negative aspects of economic activity of older people. Despite the benefits of using the labor of older people, they compete for jobs with people of active working age, their involvement is more expensive for employers. With this in mind, regulating the use of human resources of older workers is necessary to maintain the labor balance in the country as a whole, as well as in regions and individual organizations. The article determines which decisions of the elderly the state can influence: retirement earlier than the normal retirement period; exit after reaching this age; continuation of economic activity outside the retirement age, i.e later retirement. The tools of influencing the economic activity of the elderly are the pension system, the creation of jobs taking into account the interests of older workers, improving the quality of their work, combating age discrimination. It is shown that changes in the pension system of Ukraine in 2017 contribute to the intensification of economic activity of persons of pre-retirement and retirement age.

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From the Replacement Rate to the Synthetic Indicator: A Global and Gender Measure of Pension Adequacy in the European Union

Cited by 13 publications

References 6 publications

Which financial stressors are linked to food insecurity among older adults in the United Kingdom, Germany, and the Netherlands? An exploratory study

Which financial stressors are linked to food insecurity among older adults in the United Kingdom, Germany, and the Netherlands? An exploratory study

Maternidade e aposentadoria no RGPS: como as mulheres com filhos são afetadas pela reforma previdenciária da Emenda Constitucional 103/2019?

Economic Activity of Elderly People

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