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Az időskori szegénység és az öngondoskodás összefüggései Európában
[Old age poverty and financial awareness in Europe]

Author

Listed:
  • Vaskövi, Ágnes
  • Jászfi, Evelin

Abstract

"A szegénység minden formájának megszüntetése mindenhol" - az Egyesült Nemzetek Szervezete első prioritásként határozza meg fenntartható fejlődési céljai között a szegénység világszintű felszámolását. Az időskori szegénység ebben a törekvésben nem kap külön figyelmet annak ellenére sem, hogy a fejlett társadalmak kivétel nélkül idősödnek, így a lakosság egyre nagyobb része lesz 65 év feletti. Az időskori pénzügyi bizonytalanság szegénységhez és társadalmi kirekesztéshez vezethet, amelyeknek megelőzése és kezelése nagyrészt a nyugdíjrendszer, kisebb részben pedig a tudatos felkészülés, az öngondoskodás feladata. Tanulmányunkban az időskori szegénység és az öngondoskodás összefüggéseivel foglalkozunk. 25 európai ország adatainak felhasználásával azonosítottuk a szegénység, a nyugdíjrendszer, a makrogazdasági tényezők és az öngondoskodás szempontjaiból hasonlónak tekinthető csoportokat. Klaszterezéssel és sokdimenziós skálázással megállapítottuk, hogy a vizsgált országok három, egymástól jól elkülöníthető klaszterre oszthatók. Az első klaszterben a bőkezű nyugdíjrendszer szűk körű időskori szegénységet eredményez, de ez nem segíti az öngondoskodást. A második klaszter magas szintű öngondoskodása közepes szegénységgel társul. A harmadik klaszterben pedig azok az országok kaptak helyet, ahol az időskori szegénység jelentős mértékű, és a nyugdíjrendszer szűkmarkúságát nem ellensúlyozza az egyéni öngondoskodás sem. Az eredmények segíthetik a döntéshozókat az időskori szegénység csökkentéséhez szükséges beavatkozási pontok meghatározásában. Journal of Economic Literature (JEL) kód: H55, I32, J14.

Suggested Citation

  • Vaskövi, Ágnes & Jászfi, Evelin, 2023. "Az időskori szegénység és az öngondoskodás összefüggései Európában [Old age poverty and financial awareness in Europe]," Közgazdasági Szemle (Economic Review - monthly of the Hungarian Academy of Sciences), Közgazdasági Szemle Alapítvány (Economic Review Foundation), vol. 0(7), pages 898-923.
    • Handle: RePEc:ksa:szemle:2138
    DOI: 10.18414/KSZ.2023.7-8.898
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    References listed on IDEAS

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    More about this item

    JEL classification:

    • H55 - Public Economics - - National Government Expenditures and Related Policies - - - Social Security and Public Pensions
    • I32 - Health, Education, and Welfare - - Welfare, Well-Being, and Poverty - - - Measurement and Analysis of Poverty
    • J14 - Labor and Demographic Economics - - Demographic Economics - - - Economics of the Elderly; Economics of the Handicapped; Non-Labor Market Discrimination

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