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Equidad y sostenibilidad como objetivos ante la reforma del sistema contributivo de pensiones de jubilación

Author

Listed:
  • José Enrique Devesa Carpio

    () (Universidad de Valencia)

  • Mar Devesa Carpio

    () (Universidad de Valencia)

  • Robert Meney Gaya

    () (Universidad de Valencia)

  • Amparo Nagore García

    () (Universidad de Valencia)

  • Inmaculada Domínguez Fabián

    () (Universidad de Extremadura)

  • Borja Encinas Goenechea

    () (Universidad de Extremadura)

Abstract

Este trabajo plantea una nueva fórmula de cálculo de la pensión inicial actuando tanto sobre la base reguladora como, fundamentalmente, sobre el porcentaje aplicado a dicha base o tasa de sustitución. Dicha fórmula contiene dos partes diferenciadas, una que asegura el objetivo de equidad entre individuos, evitando distorsiones en el cálculo de la pensión; y, otra, que controla la sostenibilidad financiera, corrigiendo la tendencia al desequilibrio financiero del sistema de pensiones debida al aumento en la esperanza de vida. Para calibrar la nueva fórmula se utiliza la Muestra Continua de vidas Laborales de 2008.

Suggested Citation

  • José Enrique Devesa Carpio & Mar Devesa Carpio & Robert Meney Gaya & Amparo Nagore García & Inmaculada Domínguez Fabián & Borja Encinas Goenechea, 2012. "Equidad y sostenibilidad como objetivos ante la reforma del sistema contributivo de pensiones de jubilación," Hacienda Pública Española, IEF, vol. 201(2), pages 9-38, June.
  • Handle: RePEc:hpe:journl:y:2012:v:201:i:2:p:9-38
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    References listed on IDEAS

    as
    1. Edward R. Whitehouse, 2007. "Life-Expectancy Risk and Pensions: Who Bears the Burden?," OECD Social, Employment and Migration Working Papers 60, OECD Publishing.
    2. Paul A. Samuelson, 1958. "An Exact Consumption-Loan Model of Interest with or without the Social Contrivance of Money," Journal of Political Economy, University of Chicago Press, vol. 66, pages 467-467.
    3. Disney, Richard, 1999. "Notional accounts as a pension reform strategy : an evaluation," Social Protection and Labor Policy and Technical Notes 21302, The World Bank.
    4. Jorge Bravo, 1996. "La tasa de retorno de los sistemas de pensiones de reparto," Estudios de Economia, University of Chile, Department of Economics, vol. 23(1 Year 19), pages 113-135, June.
    5. Lassila, Jukka & Valkonen, Tarmo, 2007. "Longevity Adjustment of Pension Benefits," Discussion Papers 1073, The Research Institute of the Finnish Economy.
    6. Carlos Vidal-Meliá & Inmaculada Domínguez-Fabián & José Enrique Devesa-Carpio, 2006. "Subjective Economic Risk to Beneficiaries in Notional Defined Contribution Accounts," Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 73(3), pages 489-515.
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    Citations

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    Cited by:

    1. Juan Manuel Pérez-Salamero & Marta Regúlez Castillo & Carlos Vidal Meliá, 2016. "Análisis de la representatividad de la MCVL: el caso de las prestaciones del sistema público de pensiones," Hacienda Pública Española, IEF, vol. 217(2), pages 67-130, June.

    More about this item

    Keywords

    Pensión de jubilación; Seguridad Social española; Equidad financiero-actuarial; Muestra continua de vidas laborales.;

    JEL classification:

    • H55 - Public Economics - - National Government Expenditures and Related Policies - - - Social Security and Public Pensions
    • J26 - Labor and Demographic Economics - - Demand and Supply of Labor - - - Retirement; Retirement Policies

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