IDEAS home Printed from https://ideas.repec.org/a/prs/ecstat/estat_0336-1454_2014_num_469_1_10419.html
   My bibliography  Save this article

Une décomposition des différences de niveaux de vie des actifs et des retraités en Europe

Author

Listed:
  • Carole Bonnet
  • Olivier Bontout
  • Anne-Juliette Lecourt

Abstract

[fre] En 2008, le niveau de vie relatif médian des 65 ans et plus par rapport aux 0‑64 ans s’établit en France à 96 % contre 86 % dans le reste de l’UE. Cet indicateur est au niveau européen l’un des trois indicateurs principaux du suivi de l’adéquation des systèmes de pension. Néanmoins, les raisons de cette position française demeurent peu étudiées. Cet article présente une analyse de la situation comparée du niveau de vie des 65 ans et plus entre la France et une sélection de pays européens, à partir de l’enquête Silc. . . Ce sont les écarts de pensions brutes qui expliquent l’essentiel des écarts de l’indicateur entre la France et les autres pays européens. Cet effet est surtout marqué vis‑à‑vis du . Danemark, du Royaume‑Uni et de la Belgique, reflétant des niveaux de pensions brutes relativement plus faibles dans ces pays. L’écart est significatif mais moindre avec la . Finlande, l’Espagne, les Pays‑Bas et l’Allemagne ; il est encore plus faible avec la Suède et l’Italie, où les niveaux de pensions brutes sont proches de ceux de la France. Néanmoins, la contribution du niveau des pensions est modulée par d’autres effets. Les différences de structures de prélèvements directs et dans une moindre mesure les différences de structures socio‑démographiques viennent minorer les écarts entre la France et les autres pays. . . Plusieurs difficultés méthodologiques subsistent cependant. L’une est l’inégale couverture . des différentes sources de revenus. La seconde est l’impossibilité de prendre en . compte l’ensemble des prélèvements et en particulier ceux qui financent la protection sociale et les systèmes de retraites. Enfin, idéalement, il faudrait s’affranchir du seuil . conventionnel de 65 ans pour mieux distinguer les actifs et les retraités mais ceci se . heurte à la difficulté de bien définir le statut de retraité, de façon partagée entre les différents . pays.

Suggested Citation

  • Carole Bonnet & Olivier Bontout & Anne-Juliette Lecourt, 2014. "Une décomposition des différences de niveaux de vie des actifs et des retraités en Europe," Économie et Statistique, Programme National Persée, vol. 469(1), pages 121-146.
    • Handle: RePEc:prs:ecstat:estat_0336-1454_2014_num_469_1_10419
    DOI: 10.3406/estat.2014.10419
    Note: DOI:10.3406/estat.2014.10419
    as

    Download full text from publisher

    File URL: https://doi.org/10.3406/estat.2014.10419
    Download Restriction: no
    File URL: https://www.persee.fr/doc/estat_0336-1454_2014_num_469_1_10419
    Download Restriction: no
    File URL: https://libkey.io/10.3406/estat.2014.10419?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    References listed on IDEAS

    as
    1. Alexandre Baclet & Émilie Raynaud, 2008. "La prise en compte des revenus du patrimoine dans la mesure des inégalités," Économie et Statistique, Programme National Persée, vol. 414(1), pages 31-52.
    2. Iacovou, Maria & J. Skew, Alexandra, 2010. "Household structure in the EU," ISER Working Paper Series 2010-10, Institute for Social and Economic Research.
    3. Alari Paulus & Holly Sutherland & Panos Tsakloglou, 2010. "The distributional impact of in-kind public benefits in European countries," Journal of Policy Analysis and Management, John Wiley & Sons, Ltd., vol. 29(2), pages 243-266.
    4. Gordon Keenay & Edward Whitehouse, 2003. "Financial Resources and Retirement in Nine OECD Countries: The Role of The Tax System," OECD Social, Employment and Migration Working Papers 8, OECD Publishing.
    5. Frick, Joachim R. & Grabka, Markus M. & Smeeding, Timothy M. & Tsakloglou, Panos, 2010. "Distributional Effects of Imputed Rents in Five European Countries," EconStor Open Access Articles and Book Chapters, ZBW - Leibniz Information Centre for Economics, vol. 19(3), pages 167-179.
    6. Pablo Antolín & Edward Whitehouse, 2009. "Filling the Pension Gap: Coverage and Value of Voluntary Retirement Savings," OECD Social, Employment and Migration Working Papers 69, OECD Publishing.
    7. Tsakloglou, Panos, 1996. "Elderly and Non-elderly in the European Union: A Comparison of Living Standards," Review of Income and Wealth, International Association for Research in Income and Wealth, vol. 42(3), pages 271-291, September.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Christos Koutsampelas & Panos Tsakloglou, 2013. "The distribution of full income in Greece," International Journal of Social Economics, Emerald Group Publishing Limited, vol. 40(4), pages 311-330, March.
    2. Tess Penne & Irene Cussó Parcerisas & Lauri Mäkinen & Bérénice Storms & Tim Goedemé, 2016. "Can reference budgets be used as a poverty line?," ImPRovE Working Papers 16/05, Herman Deleeck Centre for Social Policy, University of Antwerp.
    3. Markus M. Grabka & Gerlinde Verbist, 2015. "Non-cash benefits from social housing in Europe: a comparative perspective," ImPRovE Working Papers 15/07, Herman Deleeck Centre for Social Policy, University of Antwerp.
    4. Figari, Francesco & Paulus, Alari & Sutherland, Holly & Tsakloglou, Panos & Verbist, Gerlinde & Zantomio, Francesca, 2012. "Taxing Home Ownership: Distributional Effects of Including Net Imputed Rent in Taxable Income," IZA Discussion Papers 6493, Institute of Labor Economics (IZA).
    5. Daniela Mantovani & Fotis Papadopoulos & Holly Sutherland & Panos Tsakloglou, 2006. "Pension Incomes in the European Union: Policy Reform Strategies in Comparative Perspective," Research in Labor Economics, in: Micro-Simulation in Action, pages 27-71, Emerald Group Publishing Limited.
    6. Gerlinde Verbist & Michael Föster & Vaalavou, M., 2013. "GINI DP 74: The Impact of Publicly Provided Services on the Distribution of Resources: Review of New Results and Methods," GINI Discussion Papers 74, AIAS, Amsterdam Institute for Advanced Labour Studies.
    7. Stefan Kranzinger, 2020. "The decomposition of income inequality in the EU-28," Empirica, Springer;Austrian Institute for Economic Research;Austrian Economic Association, vol. 47(3), pages 643-668, August.
    8. Dolls, Mathias & Fuest, Clemens & Peichl, Andreas, 2012. "Automatic stabilizers and economic crisis: US vs. Europe," Journal of Public Economics, Elsevier, vol. 96(3), pages 279-294.
    9. Anna Garriga & Sebastià Sarasa & Paolo Berta, 2015. "Mother’s educational level and single motherhood: Comparing Spain and Italy," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 33(42), pages 1165-1210.
    10. Callan, Tim & Nolan, Brian & Walsh, John R. & Whelan, Christopher T. & Maitre, Bertrand, 2008. "Tackling Low Income and Deprivation: Developing Effective Policies," Research Series, Economic and Social Research Institute (ESRI), number RS1, June.
    11. Palacios, Robert, 2006. "Civil-service pension schemes around the world," MPRA Paper 14796, University Library of Munich, Germany.
    12. Sabina Alkire, Mauricio Apablaza, 2016. "Multidimensional Poverty in Europe 2006-2012: Illustrating a Methodology," OPHI Working Papers 74, Queen Elizabeth House, University of Oxford.
    13. Natasha Pilkauskas & Melissa Martinson, 2014. "Three-generation family households in early childhood: Comparisons between the United States, the United Kingdom, and Australia," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 30(60), pages 1639-1652.
    14. Aaberge, Rolf & Eika, Lasse & Langørgen, Audun & Mogstad, Magne, 2019. "Local governments, in-kind transfers, and economic inequality," Journal of Public Economics, Elsevier, vol. 180(C).
    15. DECANCQ, Koen & FLEURBAEY, Marc & SCHOKKAERT, Erik, 2014. "Inequality, income, and well-being," LIDAM Discussion Papers CORE 2014018, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE).
    16. Andrea Brandolini, 2013. "Poverty," Chapters, in: Luigino Bruni & Stefano Zamagni (ed.), Handbook on the Economics of Reciprocity and Social Enterprise, chapter 26, pages 261-270, Edward Elgar Publishing.
    17. Frick, Joachim R. & Grabka, Markus M., 2009. "Accounting for Imputed and Capital Income Flows in Income Inequality Analyses," IZA Discussion Papers 4634, Institute of Labor Economics (IZA).
    18. Dawkins, Casey J., 2023. "The geography of US homeownership tax expenditures," Journal of Housing Economics, Elsevier, vol. 59(PA).
    19. Garner, Thesia I. & Verbrugge, Randal, 2009. "Reconciling user costs and rental equivalence: Evidence from the US consumer expenditure survey," Journal of Housing Economics, Elsevier, vol. 18(3), pages 172-192, September.
    20. Edyta Marcinkiewicz & Filip Chybalski, 2022. "Income-Poor, Asset-Rich? The Role of Homeownership in Shaping the Welfare Position of the Elderly," LWS Working papers 38, LIS Cross-National Data Center in Luxembourg.

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:prs:ecstat:estat_0336-1454_2014_num_469_1_10419. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Equipe PERSEE (email available below). General contact details of provider: https://www.persee.fr/collection/estat .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.