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Portability regimes of pension and health care benefits for international migrants: an analysis of issues and good practices

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  • Holzmann, Robert
  • Koettl, Johannes
  • Chernetsky, Taras

Abstract

The paper provides a first investigation into the portability of pension and health care benefits for international migrants. It is based on available literature and newly minted data, but more importantly on selective case studies from main migrant-sending and receiving countries. While exploratory, the paper achieves a better understanding of the realities on the ground and is able to distill key issues as well as identify good and best practices. The main conclusions include the following: First, only around 20 percent of migrants worldwide work in host countries where full portability of pension benefits, but not necessarily of health care benefits, to their home countries is ensured. Second, bilateral agreements are seemingly the current best practice to ensure portability for pension and health care benefits, although for the latter this is not always the case. Third, more actuarial-type structures should help to enhance portability. This is, in principle, straightforward for pensions and a defined contribution-type design. It is much more complicated for health care benefits. Last but not least, for improved benefit design and implementation, the information base needs to be broadened, including through more country case studies and tracer studies of migrants.

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Bibliographic Info

Paper provided by The World Bank in its series Social Protection Discussion Papers with number 32750.

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Date of creation: 01 May 2005
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Handle: RePEc:wbk:hdnspu:32750

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  1. Robert Holzmann & Richard Hinz, 2005. "Old Age Income Support in the 21st century: An International Perspective on Pension Systems and Reform," World Bank Publications, The World Bank, number 7336, October.
  2. Hatton, Timothy J. & Williamson, Jeffrey G., 1998. "The Age of Mass Migration: Causes and Economic Impact," OUP Catalogue, Oxford University Press, number 9780195116519, September.
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Citations

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Cited by:
  1. repec:rsc:rsceui:2008/39 is not listed on IDEAS
  2. Werding, Martin & McLennan, Stuart, 2011. "International portability of health-cost coverage : concepts and experience," Social Protection Discussion Papers 63929, The World Bank.
  3. Alessandra Venturini, 2008. "Circular Migration as an Employment Strategy for Mediterranean Countries," RSCAS Working Papers carim2008/39, European University Institute.
  4. Robert Holzmann & Johannes Koettl, 2012. "Portability of Pension, Health, and other Social Benefits: Facts, Concepts, and Issues," CESifo Working Paper Series 4002, CESifo Group Munich.
  5. Holzmann, Robert, 2005. "Demographic Alternatives for Aging Industrial Countries: Increased Total Fertility Rate, Labor Force Participation, or Immigration," IZA Discussion Papers 1885, Institute for the Study of Labor (IZA).
  6. Siegel, Melissa & Neubourg, Chris de, 2011. "A historical perspective on immigration and social protection in the Netherlands," MERIT Working Papers 014, United Nations University - Maastricht Economic and Social Research Institute on Innovation and Technology (MERIT).
  7. 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.
  8. Gloria Pasadilla & Manolo Abella, 2012. "Social Protection for Migrant Workers in ASEAN," CESifo Working Paper Series 3914, CESifo Group Munich.
  9. Martin Werding & Stuart McLennan, 2012. "International Portability of Health-Cost Cover: Mobility, Insurance, and Redistribution," CESifo Working Paper Series 3952, CESifo Group Munich.
  10. Holzmann, Robert & Koettl, Johannes, 2011. "Portability of pension, health, and other social benefits : facts, concepts, issues," Social Protection Discussion Papers 62725, The World Bank.
  11. World Bank, 2010. "Strengthening Caribbean Pensions : Improving Equity and Sustainability," World Bank Other Operational Studies 2847, The World Bank.
  12. Tamagno, Edward, 2008. "Strengthening social protection for ASEAN migrant workers through social security agreements," ILO Working Papers 411197, International Labour Organization.
  13. Eduardo Rodríguez-Montemayor & Pablo M. García, 2009. "A Primer of International Migration: The Latin American Experience," IDB Publications 9327, Inter-American Development Bank.
  14. Schmähl, Winfried, 2008. "Immigration from outside Europe: chance or challenge for social security? Dimensions of a complex topic," Working papers of the ZeS 05/2008, University of Bremen, Centre for Social Policy Research (ZeS).
  15. Taha, N. & Messkoub, M. & Siegmann, K.A., 2013. "How portable is social security for migrant workers?," ISS Working Papers - General Series 573, International Institute of Social Studies of Erasmus University Rotterdam (ISS), The Hague.
  16. Avato, Johanna & Koettl, Johannes & Sabates-Wheeler, Rachel, 2010. "Social Security Regimes, Global Estimates, and Good Practices: The Status of Social Protection for International Migrants," World Development, Elsevier, vol. 38(4), pages 455-466, April.
  17. Garcia, Pablo M & Rodriguez-Montemayor, Eduardo, 2010. "A primer of international migration: The Latin American experience and a proposal for a research agenda," MPRA Paper 24147, University Library of Munich, Germany.
  18. 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.

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