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Financial and redistributive impact of reforming the old-age pension system in Belgium

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Author Info
Marjan, MAES (UNIVERSITE CATHOLIQUE DE LOUVAIN, Department of Economics)

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Abstract

The effects of three reforms of the Belgian old-age pension system were examined on retirement behaviour, government budget and income distribution of the old-age retired. On the basis of a large administrative micro-dataset used to estimate and simulate a discrete-time hazard model we found that reforms of the old-age pension system that penalize early retirement, and in particularly penalize early retirement of the rich more than the poor, are not only the ones that enhance the financial sustainability of the system at most but at the same time lead to the strongest decrease of income ineduality and relative poverty among the old-age retired. On the contrary, reforms that compensate retirement beyond the age of eligibility like the Òpension bonusÓ recently implemented in Belgium lead to budget deficits and at the same time to a higher income ineduality among the old-age retired. Finally, it was shown that the impact of reforming the old-age pension system may be limited by individuals that have the prospect of receiving occupational pension benefits, among others because in Belgium these are subject to an extremely generous fiscal treatment

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Publisher Info
Paper provided by Université catholique de Louvain, Département des Sciences Economiques in its series Discussion Papers (ECON - Département des Sciences Economiques) with number 2008040.

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Length: 47
Date of creation: 15 Dec 2008
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Handle: RePEc:ctl:louvec:2008040

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Postal: Place Montesquieu 3, 1348 Louvain-la-Neuve (Belgium)
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Web page: http://www.uclouvain.be/econ
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Related research
Keywords: early retirement; retirement incentives; pension reforms; hazard model; micro-simulation;

Find related papers by JEL classification:
J26 - Labor and Demographic Economics - - Demand and Supply of Labor - - - Retirement; Retirement Policies
C35 - Mathematical and Quantitative Methods - - Multiple or Simultaneous Equation Models; Multiple Variables - - - Discrete Regression and Qualitative Choice Models
H23 - Public Economics - - Taxation, Subsidies, and Revenue - - - Externalities; Redistributive Effects; Environmental Taxes and Subsidies

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References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Monika BÜTLER & Olivia HUGUENIN & Federica TEPPA, 2004. "What Triggers Early Retirement ? Results from Swiss Pension Funds," Cahiers de Recherches Economiques du Département d'Econométrie et d'Economie politique (DEEP) 04.04, Université de Lausanne, Faculté des HEC, DEEP. [Downloadable!]
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  2. Boskin, Michael J. & Hurd, Michael D., 1978. "The effect of social security on early retirement," Journal of Public Economics, Elsevier, vol. 10(3), pages 361-377, December. [Downloadable!] (restricted)
    Other versions:
  3. Bloemen, H.G. & Stancanelli, E.G.F., 1997. "Individual wealth, reservation wages and transitions into employment," Discussion Paper 2, Tilburg University, Center for Economic Research. [Downloadable!]
    Other versions:
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