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

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  • Holzmann, Robert

    ()
    (University of Malaya)

  • Koettl, Johannes

    ()
    (World Bank)

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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Bibliographic Info

Paper provided by Institute for the Study of Labor (IZA) in its series IZA Discussion Papers with number 5715.

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Length: 60 pages
Date of creation: May 2011
Date of revision:
Handle: RePEc:iza:izadps:dp5715

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Keywords: portability; acquired rights; migration; bilateral agreements; risk pooling;

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References

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  1. Robert Holzmann & Steen Jorgensen, 2000. "Social risk management : a new conceptual framework for social protection and beyond," Social Protection Discussion Papers 21314, The World Bank.
  2. 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).
  3. Werding, Martin & McLennan, Stuart, 2011. "International portability of health-cost coverage : concepts and experience," Social Protection Discussion Papers 63929, The World Bank.
  4. Emma Aguila & Julie Zissimopoulos, 2009. "Labor Market and Immigration Behavior of Middle-Aged and Elderly Mexicans," Working Papers 726, RAND Corporation Publications Department.
  5. Robalino, David A. & Bodor, András, 2009. "On the financial sustainability of earnings-related pension schemes with ‘pay-as-you-go’ financing and the role of government-indexed bonds," Journal of Pension Economics and Finance, Cambridge University Press, vol. 8(02), pages 153-187, April.
  6. 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.
  7. Lazear, Edward P, 1979. "Why Is There Mandatory Retirement?," Journal of Political Economy, University of Chicago Press, vol. 87(6), pages 1261-84, December.
  8. Gilbert,Christopher L. & Vines,David (ed.), 2000. "The World Bank," Cambridge Books, Cambridge University Press, number 9780521790956.
  9. Bonin, Holger & Eichhorst, Werner & Florman, Christer & Hansen, Mette Okkels & Skiöld, Lena & Stuhler, Jan & Tatsiramos, Konstantinos & Thomasen, Henrik & Zimmermann, Klaus F., 2008. "Report No. 19: Geographic Mobility in the European Union: Optimising its Economic and Social Benefits," IZA Research Reports 19, Institute for the Study of Labor (IZA).
  10. Forteza, Alvaro, 2008. "The portability of pension rights : general principals and the Caribbean case," Social Protection Discussion Papers 46188, The World Bank.
  11. 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.
  12. Storesletten, Kjetil, 2001. "Fiscal Implications of Immigration - A Net Present Value Calculation -," Seminar Papers 701, Stockholm University, Institute for International Economic Studies.
  13. 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, vol. 9(02), pages 263-275, April.
  14. Salvador Valdés-Prieto, 2005. "Securitization of taxes implicit in PAYG pensions," Economic Policy, CEPR & CES & MSH, vol. 20(42), pages 215-265, 04.
  15. 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.
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Citations

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Cited by:
  1. Robalino, David & Margolis, David & Rother, Friederike & Newhouse, David & Lundberg, Mattias, 2013. "Youth employment : a human development agenda for the next decade," Social Protection Discussion Papers 83925, The World Bank.
  2. Anna Cristina d'Addio & Maria Chiara Cavalleri, 2013. "Labour Mobility and the Portability of Social Rights in the EU," CESifo Working Paper Series 4153, CESifo Group Munich.
  3. Holzmann, Robert & Pouget, Yann & Vodopivec, Milan & Weber, Michael, 2011. "Severance pay programs around the world : history, rationale, status, and reforms," Social Protection Discussion Papers 62726, The World Bank.
  4. Werding, Martin & McLennan, Stuart, 2011. "International portability of health-cost coverage : concepts and experience," Social Protection Discussion Papers 63929, The World Bank.
  5. Umapathi, Nithin & Wang, Dewen & O'Keefe, Philip, 2013. "Eligibility thresholds for minimum living guarantee programs : international practices and implications for China," Social Protection Discussion Papers 83118, The World Bank.
  6. Gill, Indermit & Koettl, Johannes & Packard, Truman, 2013. "Full Employment: A Distant Dream for Europe," IZA Discussion Papers 7663, Institute for the Study of Labor (IZA).
  7. Martin Werding & Stuart McLennan, 2012. "International Portability of Health-Cost Cover: Mobility, Insurance, and Redistribution," CESifo Working Paper Series 3952, CESifo Group Munich.
  8. Dorfman, Mark & Palacios, Robert, 2012. "World Bank support for pensions and social security," Social Protection Discussion Papers 70925, The World Bank.
  9. Gloria Pasadilla & Manolo Abella, 2012. "Social Protection for Migrant Workers in ASEAN," CESifo Working Paper Series 3914, CESifo Group Munich.
  10. Salvador Valdés-Prieto, 2013. "Portability of Social Benefits and International Trade in Services: Some Reflections," CESifo Working Paper Series 4080, CESifo Group Munich.

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