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Social Security and Pension Reform

International Perspectives

Edited by Marek Szczepanski and John A. Turner

Publication Year: 2013

The authors review the interaction of pensions and social security in a number of nations.

Published by: W.E. Upjohn Institute

Title Page, Copyright

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pp. v-vi

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p. vii

This book is based largely on the 2012 conference of the European Network for Research on Supplementary Pensions (ENRSP), held at Poznań University of Technology, Poznań, Poland, on September 13–14, 2012. The ENRSP is a research network for independent researchers in the field of private...

Part 1 - Overview

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1. Social Security and Pension Reform: The Views of 16 Authors

Marek Szczepanski and John A. Turner

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pp. 3-12

Countries around the world are reforming their social security and pension systems. International studies often focus on social security reforms in Europe and North America, and may include Latin America. Reforms, however, are also occurring in Asia and Africa, and include...

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2. Social Security and Pension Trends around the World

John A. Turner and David Rajnes

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pp. 13-36

Retirement income systems are in a state of change. Increasing longevity and declining birth rates cause population aging and put pressure on retirement income financing. For this reason, countries around the world are reforming their retirement income systems of pensions and...

Part 2 - Reforms in Europe

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3. Have Personal Retirement Savings Accounts Achieved Their Objectives in Ireland?

Gerard Hughes

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pp. 39-62

In its report Averting the Old Age Crisis, the World Bank (1994) argued that OECD and Eastern European economies and several Latin American economies faced imminent problems with their retirement income systems. It said that the public pillars of national social security...

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4. Social Security and Pension Income in Sweden

Gabriella Sjogren Lindquist and Eskil Wadensjo

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pp. 63-100

From an international perspective, the poverty rate among pensioners in Sweden is low. This is explained by both the pension system, especially by the guarantee pension, and housing allowance for pensioners, as well as other parts of the Swedish welfare system. According...

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5.The Reform of Social Security Pensions in Portugal

Maria Clara Murteira

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pp. 101-128

This chapter provides a critical perspective on the policy direction followed in Portugal after the reform of social security pensions in 2007. First, it examines and assesses the main legislative changes introduced in that year by the former socialist government. The reform...

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6. The Norwegian Government Pension Fund as an Investor in Global Markets

Magdalena Mosionek-Schweda

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pp. 129-152

Because of population aging, many countries have established reserve funds to mitigate the effects of future deficits in their social security programs (Jarrett 2011). According to the OECD, in 2009, 17 of 34 member states had social security reserve funds. They have accumulated...

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7. Pension Reforms in Central and Eastern European Countries, 1998-2012

Maciej Zukowski

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pp. 153-162

Since the end of the 1990s, a number of countries in Central and Eastern Europe carried out structural pension reforms, including the introduction of a privately managed pension system, the so-called second-pillar pension system. The reforms were clearly influenced by...

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8. Pension Reform and the Measurement of Risk in Occupational Pension Plans in Poland

Marek Szczepanski and Tomasz Brzeczek

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pp. 163-182

Poland belongs to a relatively small group of European countries that, in the late 1990s and early 2000s, introduced comprehensive, structural reforms, changing the whole structure of their pension systems. Earlier structural pension reforms had been introduced in Sweden...

Part 3 - Reforms in Australia, Asia, Africa, and the Americas

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9. Australian Pensions: An Equitable Solution in a Postcrisis World?

Ross Clare

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pp. 185-216

A mandatory contribution, generally to an individual account defined contribution plan, (made by employers) which is currently 9 percent of wages, increasing to 9.25 percent from July 2013 and then currently legislated to gradually increase to 12...

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10. Social Security Reform in China

Tianhong Chen and John A. Turner

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pp. 217-234

China has one-fifth of the world’s population aged 60 and older (United Nations 2007). Thus, social security old-age benefits programs in China play an important role in the worldwide context of providing benefits for older persons.1 Also adding to the importance of understanding...

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11. Social Security and Pensions in East Africa

John A. Turner

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pp. 235-268

Five countries in East Africa have formed the East African Community (EAC)—Kenya, Tanzania, Uganda, Burundi, and Rwanda. These countries include both Anglophone and Francophone Africa, though English is the official language of the EAC. They have a total...

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12. The Efficiency of Defined Contribution Pension Plans in the Americas

Denise Gomez-Hernandez and Alberto M. Ramirez de Jurado Frias

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pp. 269-284

Defined contribution pension plans are widespread among the Americas. Pension actuaries use the pension replacement rate as a benchmark to measure how much a worker’s preretirement income is replaced by its pension. Although this measure is intended to make the...

Part 4 - Reform Issues

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13. Pension Fund Governance

Adam Samborski

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pp. 287-298

This chapter analyzes the formal institutions of corporate governance for pension plans. It applies this analysis to open pension funds, which are mandatory individual account plans, operating in Poland. Each pension fund has a specific institutional arrangement, which determines...

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14. Financial Literacy, Education, and Advice, John A. Turner and Dana M. Muir

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pp. 299-324

Social security privatization with individual accounts and employerprovided defined contribution systems shift responsibility for investment decisions to individual workers. With social security privatization, workers usually have some choice as to how the money in their individual...


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pp. 325-326


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pp. 327-344

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About the Institute

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p. 245

The W.E. Upjohn Institute for Employment Research is a nonprofit research organization devoted to finding and promoting solutions to employmentrelated problems at the national, state, and local levels. It is an activity of the W.E. Upjohn Unemployment Trustee Corporation, which was established in...

E-ISBN-13: 9780880994705
E-ISBN-10: 0880994703
Print-ISBN-13: 9780880994675
Print-ISBN-10: 0880994673

Page Count: 330
Publication Year: 2013

OCLC Number: 887538289
MUSE Marc Record: Download for Social Security and Pension Reform

Research Areas


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Subject Headings

  • Social security.
  • Pensions.
  • Pensions -- Government policy.
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