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Distributive Properties of Pensions Systems: A Simulation of the Italian Transition from Defined Benefit to Notional Defined Contribution

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Author Info
Margherita Borella () (University of Turin and CeRP - Collegio Carlo Alberto)
Flavia Coda Moscarola () (University of Turin and CeRP - Collegio Carlo Alberto)

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Abstract

We analyse the distribution of pension benefits induced by pension systems moving from a defined benefit formula to a notional defined contribution one. We focus on the reforms that took place in Italy between 1992 and 2004, differently affecting various cohorts of workers. We develop a micro-simulation model that enables to compute pension benefits for heterogeneous individuals belonging to different cohorts, according to pre- and post-reform rules. We find that the defined benefit system is highly redistributive along many dimensions, not just earnings. With the phasing in of the NDC system, redistribution in all dimensions is gradually reduced.

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Publisher Info
Article provided by GDE (Giornale degli Economisti e Annali di Economia), Bocconi University in its journal Giornale degli Economisti e Annali di Economia.

Volume (Year): 65 (2006)
Issue (Month): 1 (May)
Pages: 95-126
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Handle: RePEc:gde:journl:gde_v65_n1_p95-126

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Related research
Keywords: public pensions; redistribution;

Find related papers by JEL classification:
D31 - Microeconomics - - Distribution - - - Personal Income and Wealth Distribution
H55 - Public Economics - - National Government Expenditures and Related Policies - - - Social Security and Public Pensions

References listed on IDEAS
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  1. Orazio P. Attanasio & Agar Brugiavini, 2003. "Social Security And Households' Saving," The Quarterly Journal of Economics, MIT Press, vol. 118(3), pages 1075-1119, August. [Downloadable!] (restricted)
  2. Mark Huggett & Gustavo Ventura, 1999. "On the Distributional Effects of Social Security Reform," Review of Economic Dynamics, Elsevier for the Society for Economic Dynamics, vol. 2(3), pages 498-531, July. [Downloadable!] (restricted)
    Other versions:
  3. Margerita Borella, 2004. "The distributional impact of pension system reforms: an application to the Italian case," Fiscal Studies, Institute for Fiscal Studies, vol. 25(4), pages 415-437, December.
  4. Agar Brugiavini, 1997. "Social Security and Retirement in Italy," NBER Working Papers 6155, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  5. Carlo Bianchi & Marzia Romanelli & Pietro A. Vagliasindi, 2003. "Microsimulating the Evolution of Italian Pension Benefits: the Role of Retirement Choices and Lowest Pensions Indexing," LABOUR, CEIS, Fondazione Giacomo Brodolini and Blackwell Publishing Ltd, vol. 17(SpecialIs), pages 139-173, 08. [Downloadable!] (restricted)
  6. Cathal O'Donoghue, 2001. "Dynamic Microsimulation: A Methodological Survey," Brazilian Electronic Journal of Economics, Department of Economics, Universidade Federal de Pernambuco, vol. 4(2), December. [Downloadable!]
  7. Castellino, Onorato, 1995. "Redistribution between and within generations in the Italian social security system," Ricerche Economiche, Elsevier, vol. 49(4), pages 317-327, December. [Downloadable!] (restricted)
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