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Portability of Pension, Health, and other Social Benefits: Facts, Concepts, and Issues

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  • Robert Holzmann
  • Johannes Koettl

Abstract

Portability of social benefits across professions and countries is an increasing concern for individuals and policy makers. Lacking or incomplete transfers of acquired social rights are feared to negatively impact individual labor market decisions as well as capacity to address social risks with consequences for economic and social outcomes. The paper gives a fresh and provocative look on the international perspective of the topic that has so far been dominated by social policy lawyers working within the framework of bilateral agreements; the input by economists has been very limited. It offers an analytical framework for portability analysis that suggests separating the risk pooling, (implicit or actual) pre-funding, and redistributive elements in the benefit design, and explores the proposed alternative approach for pensions and health care benefits. This promising approach may serve both as a substitute and complement to bi- and multilateral agreements.

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File URL: http://www.cesifo-group.de/portal/page/portal/DocBase_Content/WP/WP-CESifo_Working_Papers/wp-cesifo-2012/wp-cesifo-2012-11/cesifo1_wp4002.pdf
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Bibliographic Info

Paper provided by CESifo Group Munich in its series CESifo Working Paper Series with number 4002.

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Date of creation: 2012
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Handle: RePEc:ces:ceswps:_4002

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Related research

Keywords: acquired rights; labor mobility; migration; individual accounts; bi-lateral agreements;

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  1. Richard Hinz & Robert Holzmann & David Tuesta & Noriyuki Takayama, 2013. "Matching Contributions for Pensions : A Review of International Experience," World Bank Publications, The World Bank, number 11968, August.
  2. Wei Sun & Anthony Webb & Natalia Zhivan, 2009. "Does Staying Healthy Reduce Your Lifetime Health Care Costs?," Issues in Brief ib2010-8, Center for Retirement Research, revised May 2009.
  3. Lazear, Edward P, 1979. "Why Is There Mandatory Retirement?," Journal of Political Economy, University of Chicago Press, University of Chicago Press, vol. 87(6), pages 1261-84, December.
  4. Werding, Martin & McLennan, Stuart, 2011. "International portability of health-cost coverage : concepts and experience," Social Protection Discussion Papers 63929, The World Bank.
  5. Kjetil Storesletten, 2003. "Fiscal Implications of Immigration-A Net Present Value Calculation," Scandinavian Journal of Economics, Wiley Blackwell, Wiley Blackwell, vol. 105(3), pages 487-506, 09.
  6. Robalino, David A. & Bodor, Andras, 2006. "On the financial sustainability of earnings-related pension schemes with"pay-as-you-go"financing and the role of government indexed bonds," Policy Research Working Paper Series 3966, The World Bank.
  7. Avato, Johanna & Koettl, Johannes & Sabates-Wheeler, Rachel, 2010. "Social Security Regimes, Global Estimates, and Good Practices: The Status of Social Protection for International Migrants," World Development, Elsevier, Elsevier, vol. 38(4), pages 455-466, April.
  8. Robert Holzmann & Richard Hinz, 2005. "Old Age Income Support in the 21st century: An International Perspective on Pension Systems and Reform," World Bank Publications, The World Bank, number 7336, August.
  9. Alain Jousten & Pierre Pestieau, 2002. "Labor Mobility, Redistribution, and Pension Reform in Europe," NBER Chapters, in: Social Security Pension Reform in Europe, pages 85-108 National Bureau of Economic Research, Inc.
  10. Kirdar, Murat G., 2010. "Estimating the Impact of Immigrants on the Host Country Social Security System When Return Migration is an Endogenous Choice," IZA Discussion Papers 4894, Institute for the Study of Labor (IZA).
  11. Holzmann, Robert & Koettl, Johannes & Chernetsky, Taras, 2005. "Portability regimes of pension and health care benefits for international migrants: an analysis of issues and good practices," Social Protection Discussion Papers 32750, The World Bank.
  12. Fenge, Robert & Von Weizsäcker, Jakob, 2010. "Public pension systems and distortions of intra-EU mobility: the Lodge Test," Journal of Pension Economics and Finance, Cambridge University Press, Cambridge University Press, vol. 9(02), pages 263-275, April.
  13. Alvaro Forteza, 2010. "The Portability of Pension Rights: General Principles and the Caribbean Case," Development Policy Review, Overseas Development Institute, vol. 28(2), pages 237-255, 03.
  14. Robert Holzmann & Steen Jørgensen, 2001. "Social Risk Management: A New Conceptual Framework for Social Protection, and Beyond," International Tax and Public Finance, Springer, Springer, vol. 8(4), pages 529-556, August.
  15. Emma Aguila & Julie Zissimopoulos, 2008. "Labor Market and Immigration Behavior of Middle-Aged and Elderly Mexicans," Working Papers, University of Michigan, Michigan Retirement Research Center wp192, University of Michigan, Michigan Retirement Research Center.
  16. Avato, Johanna & Koettl, Johannes & Sabates-Wheeler, Rachel, 2009. "Definitions, good practices, and global estimates on the status of social protection for international migrants," Social Protection Discussion Papers 49172, The World Bank.
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