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A History of the Swedish Pension System

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  • Hagen, Johannes

    ()
    (Uppsala Center for Fiscal Studies)

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    Abstract

    This report provides an extensive overview of the history of the Swedish pension system. Starting with the implementation of the world's first universal public pension system in 1913, the report discusses the political as well as the economic background to each major public pension reform up until today. It presents the rules and the institutional details of these reforms and discuss their implications for retirement behavior, the general state of the economy and the political environment. Parallel to the development of the public pension system, a comprehensive and quite complex occupational pension system has emerged. This report describes the historical background and the institutional details of the four largest agreement-based occupational pension schemes in Sweden.

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    File URL: http://uu.diva-portal.org/smash/get/diva2:621560/FULLTEXT01.pdf
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    Bibliographic Info

    Paper provided by Uppsala University, Department of Economics in its series Working Paper Series, Center for Fiscal Studies with number 2013:7.

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    Length: 140 pages
    Date of creation: 14 May 2013
    Date of revision:
    Handle: RePEc:hhs:uufswp:2013_007

    Contact details of provider:
    Postal: Department of Economics, Uppsala University, P. O. Box 513, SE-751 20 Uppsala, Sweden
    Phone: + 46 18 471 25 00
    Fax: + 46 18 471 14 78
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    Web page: http://www.nek.uu.se/
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    Related research

    Keywords: pensions; retirement; economic history; private pensions; public pensions; historic Review; funded; unfunded; defined contribution; defined benefit; Beveridgean welfare state; Bismarckian welfare state;

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    References

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    1. Diamond, P. A., 1977. "A framework for social security analysis," Journal of Public Economics, Elsevier, vol. 8(3), pages 275-298, December.
    2. Casey B. Mulligan, 2000. "Induced Retirement, Social Security, and the Pyramid Mirage," NBER Working Papers 7679, National Bureau of Economic Research, Inc.
    3. Nicholas Barr & Peter Diamond, 2006. "The Economics of Pensions," Oxford Review of Economic Policy, Oxford University Press, vol. 22(1), pages 15-39, Spring.
    4. Settergren, Ole & Mikula, Boguslaw D., 2005. "The Rate of Return of Pay-As-You-Go Pension Systems: A More Exact Consumption-Loan Model of Interest," Discussion Paper 249, Center for Intergenerational Studies, Institute of Economic Research, Hitotsubashi University.
    5. Martin Feldstein & Horst Siebert, 2002. "Social Security Pension Reform in Europe," NBER Books, National Bureau of Economic Research, Inc, number feld02-2, octubre-d.
    6. Annika Sunde�n, 2006. "The Swedish Experience with Pension Reform," Oxford Review of Economic Policy, Oxford University Press, vol. 22(1), pages 133-148, Spring.
    7. Carlos Vidal-Meli� & Mar�a del Carmen Boado-Penas & Ole Settergren, 2009. "Automatic Balance Mechanisms in Pay-As-You-Go Pension Systems," The Geneva Papers on Risk and Insurance - Issues and Practice, Palgrave Macmillan, vol. 34(2), pages 287-317, April.
    8. Axel Boersch-Supan & Christina B. Wilke, 2004. "The German Public Pension System: How it Was, How it Will Be," NBER Working Papers 10525, National Bureau of Economic Research, Inc.
    9. Alan J. Auerbach & Ronald Lee, 2009. "Welfare and Generational Equity in Sustainable Unfunded Pension Systems," NBER Working Papers 14682, National Bureau of Economic Research, Inc.
    10. Lindbeck, Assar & Persson, Mats, 2002. "The Gains from Pension Reform," Working Paper Series 580, Research Institute of Industrial Economics.
    11. Jennergren, Peter, 2000. "Kommunsektorns pensionsskuld och pensionsförvaltning efter införandet av balanskrav och blandad redovisningsmodell," Working Paper Series in Business Administration 2000:1, Stockholm School of Economics.
    12. Martin Feldstein & Jeffrey B. Liebman, 2001. "Social Security," NBER Working Papers 8451, National Bureau of Economic Research, Inc.
      • Feldstein, Martin & Liebman, Jeffrey B., 2002. "Social security," Handbook of Public Economics, in: A. J. Auerbach & M. Feldstein (ed.), Handbook of Public Economics, edition 1, volume 4, chapter 32, pages 2245-2324 Elsevier.
    13. Engström, Stefan & Westerberg, Anna, 2003. "Which individuals make active investment decisions in the new Swedish pension system?," Working Paper Series in Economics and Finance 527, Stockholm School of Economics, revised 21 Jul 2003.
    14. Jenny Säve-Söderbergh, 2012. "Self-Directed Pensions: Gender, Risk, and Portfolio Choices," Scandinavian Journal of Economics, Wiley Blackwell, vol. 114(3), pages 705-728, 09.
    15. Engstr M, Stefan & Westerberg, Anna, 2003. "Which individuals make active investment decisions in the new Swedish pension system?," Journal of Pension Economics and Finance, Cambridge University Press, vol. 2(03), pages 225-245, November.
    16. Settergren, Ole & Mikula, Boguslaw D., 2005. "The rate of return of pay-as-you-go pension systems: a more exact consumption-loan model of interest," Journal of Pension Economics and Finance, Cambridge University Press, vol. 4(02), pages 115-138, July.
    17. Marten Palme & Annika Sundén & Paul Söderlind, 2007. "How Do Individual Accounts Work in the Swedish Pension System?," Journal of the European Economic Association, MIT Press, vol. 5(2-3), pages 636-646, 04-05.
    18. Whitehouse, Edward & Queisser, Monika, 2007. "Pensions at a glance: public policies across OECD countries," MPRA Paper 16349, University Library of Munich, Germany.
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    Cited by:
    1. Per Johansson & Lisa Laun & Mårten Palme, 2014. "Pathways to Retirement and the Role of Financial Incentives in Sweden," NBER Working Papers 20123, National Bureau of Economic Research, Inc.

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