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Wie hat sich die intragenerationale Umverteilung in der staatlichen Säule des Rentensystems verändert? Ein internationaler Vergleich auf Basis von LIS-Daten

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Author Info
Tim Krieger () (University of Paderborn)
Stefan Traub () (University of Bremen)

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Abstract

Die vorliegende empirische Analyse beschäftigt sich mit der Frage, ob sich die Bedeutung der intragenerationalen Umverteilung in der staatlichen Säule der Rentensysteme von 20 OECD-Ländern seit den 1980er Jahren systematisch verändert hat und ob es zu einer internationalen Konvergenz des Umverteilungsgrads – gemessen anhand des Bismarckfaktors – gekommen ist. Auf Basis von Mikrodaten der Luxembourg Income Study kann ein genereller Trend zu stärker individualisierten, d.h. an den eigenen Beitragszahlungen orientierten, Rentenleistungen sowie eine Angleichung der nationalen Rentensysteme gezeigt werden. Die Verringerung der internationalen Variation der Rentensysteme (Sigma-Konvergenz) lässt sich dabei vor allem auf ein Aufschließen der stärker intragenerational umverteilenden Länder zurückführen (Beta-Konvergenz). Summary We empirically investigate whether the significance of intragenerational redistribution in the public pillar of pension systems in 20 OECD countries has changed systematically since the 1980s and whether international convergence of the degree of intragenerational redistribution in terms of the Bismarckian factor can be observed. Based on microdata from the Luxembourg Income Study, we find both, a trend towards pension systems with a tighter link between individual earnings and benefits, and a convergence of pension systems. The reduced variation of pension systems (sigma convergence) is driven by countries with a high degree of intragenerational redistribution catching up to more traditional Bismarckian countries (beta convergence).

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Paper provided by University of Paderborn, CIE Center for International Economics in its series Working Papers with number 24.

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Length: 26 pages
Date of creation: Jun 2009
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Handle: RePEc:pdn:wpaper:24

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  1. Casamatta, Georges & Cremer, Helmuth & Pestieau, Pierre, 2000. "The Political Economy of Social Security," CESifo Working Paper Series CESifo Working Paper No. , CESifo Group Munich. [Downloadable!]
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  2. J. Ignacio Conde-Ruiz & Paola Profeta, 2007. "The Redistributive Design of Social Security Systems," Working Papers 2007-07, FEDEA. [Downloadable!]
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  3. Tim Krieger & Stefan Traub, 2008. "Back to Bismarck? Shifting Preferences for Intragenerational Redistribution in OECD Pension Systems," Working Papers 13, University of Paderborn, CIE Center for International Economics. [Downloadable!]
  4. Whitehouse, Edward & Queisser, Monika, 2007. "Pensions at a glance: public policies across OECD countries," MPRA Paper 16349, University Library of Munich, Germany. [Downloadable!]
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  5. Casamatta, Georges & Cremer, Helmuth & Pestieau, Pierre, 2000. "Political sustainability and the design of social insurance," Journal of Public Economics, Elsevier, vol. 75(3), pages 341-364, March. [Downloadable!] (restricted)
  6. Sinn, Hans-Werner, 1997. "The selection principle and market failure in systems competition," Journal of Public Economics, Elsevier, vol. 66(2), pages 247-274, November. [Downloadable!] (restricted)
  7. Assar Lindbeck & Mats Persson, 2003. "The Gains from Pension Reform," Journal of Economic Literature, American Economic Association, vol. 41(1), pages 74-112, March.
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  8. Stefan Traub & Christian Seidl & Ulrich Schmidt & M. Vittoria Levati, . "Friedman, Harsanyi, Rawls, Boulding - Or Somebody Else? An Experimental Investigation of Distributive Justice," Papers on Strategic Interaction 2003-19, Max Planck Institute of Economics, Strategic Interaction Group. [Downloadable!]
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  9. Stéphane Rossignol & Emmanuelle Taugourdeau, 2006. "Asymmetric social protection systems with migration," Journal of Population Economics, Springer, vol. 19(3), pages 481-505, July. [Downloadable!] (restricted)
  10. Traub, Stefan & Seidl, Christian & Schmidt, Ulrich & Levati, Maria Vittoria, 2003. "Friedman, Harsanyi, Rawls, Boulding - or Somebody Else?," Economics Working Papers 2003,03, Christian-Albrechts-University of Kiel, Department of Economics. [Downloadable!]
  11. Cremer, Helmuth & Pestieau, Pierre, 2003. "Social insurance competition between Bismarck and Beveridge," Journal of Urban Economics, Elsevier, vol. 54(1), pages 181-196, July. [Downloadable!] (restricted)
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