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Portability of Pension, Health, and Other Social Benefits: Facts, Concepts, and Issues

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  • Robert Holzmann
  • Johannes Koettl

Abstract

Portability of social benefits across professions and countries is an increasing concern for individuals and policy makers. Lacking or incomplete transfers of acquired social rights are feared to negatively impact individual labor market decisions as well as capacity to address social risks with consequences for economic and social outcomes. The paper gives a fresh and provocative look on the international perspective of the topic that has so far been dominated by social policy lawyers working within the framework of bilateral agreements; the input by economists has been very limited. It offers an analytical framework for portability analysis that suggests separating the risk pooling, (implicit or actual) pre-funding, and redistributive elements in the benefit design, and explores the proposed alternative approach for pensions and health care benefits. This promising approach may serve both as a substitute and complement to bi- and multilateral agreements. (JEL code: D690).

Suggested Citation

  • Robert Holzmann & Johannes Koettl, 2015. "Portability of Pension, Health, and Other Social Benefits: Facts, Concepts, and Issues," CESifo Economic Studies, CESifo Group, vol. 61(2), pages 377-415.
    • Handle: RePEc:oup:cesifo:v:61:y:2015:i:2:p:377-415.
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    File URL: http://hdl.handle.net/10.1093/cesifo/ift017
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    Cited by:

    1. Robert Holzmann, 2016. "Do bilateral social security agreements deliver on the portability of pensions and health care benefits? A summary policy paper on four migration corridors between EU and non-EU member states," IZA Journal of European Labor Studies, Springer;Forschungsinstitut zur Zukunft der Arbeit GmbH (IZA), vol. 5(1), pages 1-35, December.
    2. Michael Fuchs & Robert Holzmann & Secil Pacaci Elitok & Pamela Dale, 2016. "Assessing Benefit Portability for International Migrant Workers," World Bank Publications - Reports 24733, The World Bank Group.
    3. Bernd Genser, 2018. "A Viable International Tax-Order for Cross-Border Pensions," Working Paper Series of the Department of Economics, University of Konstanz 2018-02, Department of Economics, University of Konstanz.
    4. Bernd Genser & Robert Holzmann, 2019. "National Pension Policy and Globalization: A New Approach to Strive for Efficient Portability and Equitable Taxation," Working Paper Series of the Department of Economics, University of Konstanz 2019-04, Department of Economics, University of Konstanz.
    5. Robert Holzmann, 2018. "The portability of social benefits across borders," IZA World of Labor, Institute of Labor Economics (IZA), pages 452-452, October.
    6. Christian Dustmann & Giovanni Facchini & Cora Signorotto, 2015. "Population, Migration, Ageing and Health: A Survey," RFBerlin Discussion Paper Series 1518, ROCKWOOL Foundation Berlin (RFBerlin).
    7. Omar S. Arias & Carolina Sánchez-Páramo & María E. Dávalos & Indhira Santos & Erwin R. Tiongson & Carola Gruen & Natasha de Andrade Falcão & Gady Saiovici & Cesar A. Cancho, 2014. "Back to Work : Growing with Jobs in Europe and Central Asia," World Bank Publications - Books, The World Bank Group, number 16570, April.
    8. Fabrizio Balassone & Sandro Momigliano & Marzia Romanelli & Pietro Tommasino, 2018. "Just Round the Corner? Pros, Cons, and Implementation Issues of a Fiscal Union for the Euro Area," ECONOMIA PUBBLICA, FrancoAngeli Editore, vol. 2018(1), pages 5-34.
    9. Emily Sinnott & Maurizio Bussolo & Johannes Koettl, 2015. "Golden Aging," World Bank Publications - Books, The World Bank Group, number 22018, April.
    10. Rafal Chomik & John Piggott, 2015. "Population Ageing and Social Security in Asia," Asian Economic Policy Review, Japan Center for Economic Research, vol. 10(2), pages 199-222, July.
    11. Robert Holzmann & David Robalino & Hernan Winkler, 2019. "NDC Schemes and the Labor Market," World Bank Publications - Reports 31635, The World Bank Group.
    12. BALTEȘ Nicolae & JIMON Ștefania Amalia, 2020. "Study Regarding The Effects Of Demographic Transition On Labor Market And Public Pension System In Central And Eastern Europe," Studies in Business and Economics, Lucian Blaga University of Sibiu, Faculty of Economic Sciences, vol. 15(1), pages 158-170, April.
    13. David Margolis & David Robalino & Friederike Rother & David Newhouse & Mattias Lundberg, 2013. "Youth Employment : A Human Development Agenda for the Next Decade," World Bank Publications - Reports 17620, The World Bank Group.
    14. Adriana Florina Popa & Stefania Amalia Jimon & Delia David & Daniela Nicoleta Sahlian, 2021. "Influence of Fiscal Policies and Labor Market Characteristics on Sustainable Social Insurance Budgets—Empirical Evidence from Central and Eastern European Countries," Sustainability, MDPI, vol. 13(11), pages 1-14, May.
    15. Robert Holzmann, 2016. "Taxing Pensions of an Internationally Mobile Labor Force: Portability Issues and Taxation Options," CESifo Working Paper Series 5715, CESifo.
    16. Holzmann, Robert, 2014. "Old-age financial protection in Malaysia : challenges and options," Social Protection Discussion Papers and Notes 92725, The World Bank.
    17. Fauziah ZEN & Mukul G. ASHER, 2015. "Social Protection in ASEAN: Challenges and Initiatives for Post-2015 Vision," Working Papers DP-2015-06, Economic Research Institute for ASEAN and East Asia (ERIA).

    More about this item

    JEL classification:

    • D69 - Microeconomics - - Welfare Economics - - - Other

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