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The rationale and performance of personal pension plans in Chile

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Author Info
Vittas, Dimitri
Iglesias, Augusto
Abstract

Many developing countries, especially in Latin America and Eastern Europe, have unfunded pay-as-you-go public pension systems that face growing financial pressures. These emanate from a weak link between contributions and benefits, from widespread evasion, and from an aging population. Chile successfully reformed its public pension system in 1981 when it introduced a government mandated and regulated, but privately managed system. Based on individual capitalization accounts operated by specialized financial institutions, known as, Administradoras de Fondos de Pensiones (AFPs), the system has provided a considerable scope for competition and efficiency within a well-regulated environment. The authors analyze the rationale of the Chilean pension system and examine in detail the rules and provisions regarding coverage, contribution rates, pension benefits, and investment regulations. They also provide a detailed assessment of the structure and performance of the system, its impact on financial sector development, and the role of regulation and supervision. The Chilean experience shows that there is a positive dynamic interaction between pension funds and securities markets so long as a strong regulatory and supervisory mechanism is in place. It has also shown that it is feasible to finance the costs of transition from an unfunded to a funded system.

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Paper provided by The World Bank in its series Policy Research Working Paper Series with number 867.

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Date of creation: 29 Feb 1992
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Handle: RePEc:wbk:wbrwps:867

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Related research
Keywords: Pensions&Retirement Systems; Banks&Banking Reform; Economic Theory&Research; Environmental Economics&Policies; Economic Stabilization;

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References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Bodie, Zvi, 1990. "Pensions as Retirement Income Insurance," Journal of Economic Literature, American Economic Association, vol. 28(1), pages 28-49, March. [Downloadable!] (restricted)
  2. Vittas, Dimitri & Skully, Michael, 1991. "Overview of contractual savings institutions," Policy Research Working Paper Series 605, The World Bank. [Downloadable!]
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Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Ajit Singh, 1996. "Pension Reform, The Stock Market, Capital Formation and Economic Growth: A Critical Commentary on the World Bank's Proposals," SCEPA Working Papers 1996-03, Schwartz Center for Economic Policy Analysis (SCEPA), The New School. [Downloadable!]
  2. Vittas, Dimitri, 1993. "The simple(r) algebra of pension plans," Policy Research Working Paper Series 1145, The World Bank. [Downloadable!]
  3. Shah, Hemant, 1997. "Toward better regulation of private pension funds," Policy Research Working Paper Series 1791, The World Bank. [Downloadable!]
  4. Caprio Jr., Gerard & Vittas, Dimitri, 1995. "Financial history : lessons of the past for reformers of the present," Policy Research Working Paper Series 1535, The World Bank. [Downloadable!]
  5. Sebastian Edwards, 1996. "The Chilean Pension Reform: A Pioneering Program," NBER Working Papers 5811, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  6. Vittas, Dimitri, 1998. "Regulatory controversies of private pension funds," Policy Research Working Paper Series 1893, The World Bank. [Downloadable!]
  7. von Gersdorff, Hermann, 1997. "Pension reform in Bolivia : innovative solutions to common problems," Policy Research Working Paper Series 1832, The World Bank. [Downloadable!]
  8. Rodrigo Cifuentes, 1995. "Reforma de los Sistemas Previsionales: Aspectos Macroeconómicos," Cuadernos de Economía (Latin American Journal of Economics), Instituto de Economía. Pontificia Universidad Católica de Chile., vol. 32(96), pages 217-250. [Downloadable!]
  9. Vittas, Dimitri, 1993. "Options for pension reform in Tunisia," Policy Research Working Paper Series 1154, The World Bank. [Downloadable!]
  10. Vittas, Dimitri, 1997. "The Argentine pension reform and its relevance for Eastern Europe," Policy Research Working Paper Series 1819, The World Bank. [Downloadable!]
  11. Vittas, Dimitri & Michelitsch, Roland, 1995. "Pension funds in Central Europe and Russia : their prospects and potential role in corporate governance," Policy Research Working Paper Series 1459, The World Bank. [Downloadable!]
  12. Samuel, Cherian, 1996. "Stock market and investment : the governance role of the market," Policy Research Working Paper Series 1578, The World Bank. [Downloadable!]
  13. Vittas, Dimitri, 1993. "Swiss Chilanpore : the way forward for pension reform?," Policy Research Working Paper Series 1093, The World Bank. [Downloadable!]
  14. Polackova, Hana, 1997. "Population aging and financing of government liabilities in New Zealand," Policy Research Working Paper Series 1703, The World Bank. [Downloadable!]
  15. Vittas, Dimitri, 1995. "Tunisia's insurance sector," Policy Research Working Paper Series 1451, The World Bank. [Downloadable!]
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