IDEAS home Printed from https://ideas.repec.org/p/hal/wpaper/halshs-01293314.html
   My bibliography  Save this paper

L’équivalent patrimonial des droits à la retraite en France : une approche par caisse de retraite sur données de l’EIR 2012

Author

Listed:
  • Christophe Daniel

    (GRANEM - Groupe de Recherche Angevin en Economie et Management - UA - Université d'Angers - AGROCAMPUS OUEST - Institut National de l'Horticulture et du Paysage)

  • Anne Lavigne

    (LEO - Laboratoire d'économie d'Orleans [2008-2011] - UO - Université d'Orléans - CNRS - Centre National de la Recherche Scientifique)

  • Stéphane Mottet

    (CRIEF [Poitiers] - Centre de recherche sur l'intégration économique et financière - UP - Université de Poitiers = University of Poitiers)

  • Jesus-Herell Nze Obame

    (GRANEM - Groupe de Recherche Angevin en Economie et Management - UA - Université d'Angers - AGROCAMPUS OUEST - Institut National de l'Horticulture et du Paysage)

  • Bruno Séjourné

    (GRANEM - Groupe de Recherche Angevin en Economie et Management - UA - Université d'Angers - AGROCAMPUS OUEST - Institut National de l'Horticulture et du Paysage)

  • Christian Tagne

    (LEO - Laboratoire d'économie d'Orleans [2008-2011] - UO - Université d'Orléans - CNRS - Centre National de la Recherche Scientifique)

Abstract

Using the "Echantillon Inter régimes de Retraités" (EIR) 2012 panel data, we calculate retirees' pension wealth at a macroeconomic level, including detailed results by type of pension scheme and by managing organism. In order to do this, we focus on direct pensions already perceived by retirees and to be obtained in the future, without taking into account current contributors' future retirement. We find that the overall pension wealth (past and future) is not very sensitive to the discount rate, but such is not the case if we concentrate on the future pension wealth. From this point of view, it must be noted that some of the organisms have a high proportion of pension still to be paid. Moreover, pension wealth measures of distribution lead to the conclusion that there are more inequalities in the private sector than in the public, particularly in the second pillar of the Pay-as-you-go system.

Suggested Citation

  • Christophe Daniel & Anne Lavigne & Stéphane Mottet & Jesus-Herell Nze Obame & Bruno Séjourné & Christian Tagne, 2016. "L’équivalent patrimonial des droits à la retraite en France : une approche par caisse de retraite sur données de l’EIR 2012," Working Papers halshs-01293314, HAL.
  • Handle: RePEc:hal:wpaper:halshs-01293314
    Note: View the original document on HAL open archive server: https://shs.hal.science/halshs-01293314
    as

    Download full text from publisher

    File URL: https://shs.hal.science/halshs-01293314/document
    Download Restriction: no
    ---><---

    Other versions of this item:

    References listed on IDEAS

    as
    1. Christophe Daniel & Anne Lavigne & Stéphane Mottet & Jesus-Herell Nze Obame & Bruno Séjourné & Christian Tagne, 2016. "La réforme des retraites de 1993 en France : quel impact sur l’équivalent patrimonial des droits à la retraite ?," Working Papers halshs-01293255, HAL.
    2. Robert Holzmann & Richard Hinz, 2005. "Old Age Income Support in the 21st century: An International Perspective on Pension Systems and Reform," World Bank Publications - Books, The World Bank Group, number 7336, December.
    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. David Robalino, 2005. "Pensions in the Middle East and North Africa: Time for Change," World Bank Publications - Books, The World Bank Group, number 7427, December.
    2. Johannes Hagen, 2018. "The effects of increasing the normal retirement age on health care utilization and mortality," Journal of Population Economics, Springer;European Society for Population Economics, vol. 31(1), pages 193-234, January.
    3. Calvo, Esteban & Williamson, John B., 2006. "Old-Age Pension Reform and Modernization Pathways: Lessons for China from Latin America," MPRA Paper 4872, University Library of Munich, Germany, revised 2007.
    4. Pinotti Paolo, 2009. "Financial Development and Pay-As-You-Go Social Security," The B.E. Journal of Macroeconomics, De Gruyter, vol. 9(1), pages 1-21, March.
    5. Poteraj, Jarosław, 2008. "Pension systems in 27 EU countries," MPRA Paper 31053, University Library of Munich, Germany.
    6. Jin Hu & Peter Josef Stauvermann & Juncheng Sun, 2022. "The Impact of the Two-Child Policy on the Pension Shortfall in China: A Case Study of Anhui Province," Sustainability, MDPI, vol. 14(13), pages 1-21, July.
    7. Olivera, Javier, 2010. "Recuperando la Solidaridad en el Sistema Peruano de Pensiones. Una Propuesta de Reforma [Recovering the Principle of Solidarity in the Peruvian Pension System. A reform proposal]," MPRA Paper 60194, University Library of Munich, Germany.
    8. Aaron George Grech, 2015. "The Financial Crisis and Differences in State Pension Generosity across EU Countries," ifo DICE Report, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, vol. 13(02), pages 36-41, August.
    9. Yang Cheng & Mark Rosenberg, 2009. "Financial Security of Elders in China," Social and Economic Dimensions of an Aging Population Research Papers 241, McMaster University.
    10. Markus Knell, 2010. "The Optimal Mix Between Funded and Unfunded Pension Systems When People Care About Relative Consumption," Economica, London School of Economics and Political Science, vol. 77(308), pages 710-733, October.
    11. Sheila Rose Darmaraj & Suresh Narayanan, 2019. "The Long-Term Financial Sustainability of the Civil Service Pension Scheme in Malaysia," Asian Economic Papers, MIT Press, vol. 18(1), pages 155-178, Winter/Sp.
    12. Barbara Maria Błaszczyk, 2023. "Systemy dodatkowego oszczędzania na starość. Przesłanki, cele i znaczenie ekonomiczne," Ekonomista, Polskie Towarzystwo Ekonomiczne, issue 2, pages 217-244.
    13. Golubović, Velizar, 2008. "The functioning of the pensions insurance system in the countries of former Yugoslavia," SEER Journal for Labour and Social Affairs in Eastern Europe, Nomos Verlagsgesellschaft mbH & Co. KG, vol. 11(4), pages 445-467.
    14. Robert Holzmann, 2016. "Taxing Pensions of an Internationally Mobile Labor Force: Portability Issues and Taxation Options," CESifo Working Paper Series 5715, CESifo.
    15. Marek Góra, 2019. "Redesigning pension systems," IZA World of Labor, Institute of Labor Economics (IZA), pages 1-51, April.
    16. Alvaro Forteza, 2015. "Are social security programs progressive?," IZA World of Labor, Institute of Labor Economics (IZA), pages 172-172, July.
    17. repec:onb:oenbwp:y::i:146:b:1 is not listed on IDEAS
    18. Fabio Bertranou & Esteban Calvo & Evelina Bertranou, 2009. "Is Latin America Retreating From Individual Retirement Accounts?," Issues in Brief ib2009-9-14, Center for Retirement Research, revised Jul 2009.
    19. Alvaro Foteza & Ignacio Apella & Eduardo Fajnzylber & Carlos Grushka & Ianina Rossi & Graciela Sanromán, 2011. "Contributions to social security in Argentina, Chile and Uruguay: Densities, transitions and duration," Económica, Departamento de Economía, Facultad de Ciencias Económicas, Universidad Nacional de La Plata, vol. 0, pages 127-163, January-D.
    20. Meiram Zhandildin, 2015. "Pension System Reform in Emerging Countries," Global Journal of Emerging Market Economies, Emerging Markets Forum, vol. 7(1), pages 65-88, January.
    21. Nicholas Barr & Peter Diamond, 2008. "Reforming Pensions," Working Papers, Center for Retirement Research at Boston College wp2008-26, Center for Retirement Research.

    More about this item

    Keywords

    Retirement; Pension wealth; Retraite; Equivalent patrimonial;
    All these keywords.

    NEP fields

    This paper has been announced in the following NEP Reports:

    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:hal:wpaper:halshs-01293314. 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: CCSD (email available below). General contact details of provider: https://hal.archives-ouvertes.fr/ .

    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.