Portability of Pension, Health, and other Social Benefits: Facts, Concepts, and Issues
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.
|Date of creation:||2012|
|Date of revision:|
|Contact details of provider:|| Postal: Poschingerstrasse 5, 81679 Munich|
Phone: +49 (89) 9224-0
Fax: +49 (89) 985369
Web page: http://www.cesifo-group.de
More information through EDIRC
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.:
- Robalino, David A. & Bodor, András, 2009.
"On the financial sustainability of earnings-related pension schemes with ‘pay-as-you-go’ financing and the role of government-indexed bonds,"
Journal of Pension Economics and Finance,
Cambridge University Press, vol. 8(02), pages 153-187, April.
- Robalino, David A. & Bodor, Andras, 2006. "On the financial sustainability of earnings-related pension schemes with"pay-as-you-go"financing and the role of government indexed bonds," Policy Research Working Paper Series 3966, The World Bank.
- 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.
- Reyes Hartley, Gonzalo & van Ours, Jan C. & Vodopivec, Milan, 2010.
"Incentive Effects of Unemployment Insurance Savings Accounts: Evidence from Chile,"
IZA Discussion Papers
4681, Institute for the Study of Labor (IZA).
- Hartley, Gonzalo Reyes & van Ours, Jan C. & Vodopivec, Milan, 2011. "Incentive effects of unemployment insurance savings accounts: Evidence from Chile," Labour Economics, Elsevier, vol. 18(6), pages 798-809.
- Reyes, Gonzalo & van Ours, Jan C & Vodopivec, Milan, 2010. "Incentive Effects of Unemployment Insurance Savings Accounts: Evidence from Chile," CEPR Discussion Papers 7632, C.E.P.R. Discussion Papers.
- Hartley, G.R. & van Ours, J.C. & Vodopivec, M., 2010. "Incentive Effects of Unemployment Insurance Savings Accounts : Evidence from Chile," Discussion Paper 2010-04, Tilburg University, Center for Economic Research.
- Gonzalo Reyes Hartley & Jan C Van Ours & Milan Vodopivec, 2010. "Incentive Effects of Unemployment Insurance Savings Accounts: Evidence from Chile," Working Papers 40, Superintendencia de Pensiones, revised Feb 2010.
- Jousten, Alain & Pestieau, Pierre, 2001.
"Labour Mobility, Redistribution And Pensions Reform In Europe,"
CEPR Discussion Papers
2792, C.E.P.R. Discussion Papers.
- Alain Jousten & Pierre Pestieau, 2002. "Labor Mobility, Redistribution, and Pension Reform in Europe," NBER Chapters, in: Social Security Pension Reform in Europe, pages 85-108 National Bureau of Economic Research, Inc.
- Alvaro Forteza, 2010.
"The Portability of Pension Rights: General Principles and the Caribbean Case,"
Development Policy Review,
Overseas Development Institute, vol. 28(2), pages 237-255, 03.
- Forteza, Alvaro, 2008. "The portability of pension rights : general principals and the Caribbean case," Social Protection and Labor Policy and Technical Notes 46188, The World Bank.
- Emma Aguila & Julie Zissimopoulos, 2008.
"Labor Market and Immigration Behavior of Middle-Aged and Elderly Mexicans,"
wp192, University of Michigan, Michigan Retirement Research Center.
- Emma Aguila & Julie Zissimopoulos, 2009. "Labor Market and Immigration Behavior of Middle-Aged and Elderly Mexicans," Working Papers 726, RAND Corporation.
- Richard Hinz & Robert Holzmann & David Tuesta & Noriyuki Takayama, 2013. "Matching Contributions for Pensions : A Review of International Experience," World Bank Publications, The World Bank, number 11968, November.
- Kjetil Storesletten, 2003.
"Fiscal Implications of Immigration-A Net Present Value Calculation,"
Scandinavian Journal of Economics,
Wiley Blackwell, vol. 105(3), pages 487-506, 09.
- Storesletten, Kjetil, 2001. "Fiscal Implications of Immigration - A Net Present Value Calculation -," Seminar Papers 701, Stockholm University, Institute for International Economic Studies.
- Robert Holzmann & Steen Jorgensen, 2000.
"Social risk management : a new conceptual framework for social protection and beyond,"
Social Protection and Labor Policy and Technical Notes
21314, The World Bank.
- Robert Holzmann & Steen Jørgensen, 2001. "Social Risk Management: A New Conceptual Framework for Social Protection, and Beyond," International Tax and Public Finance, Springer;International Institute of Public Finance, vol. 8(4), pages 529-556, August.
- Wei Sun & Anthony Webb & Natalia Zhivan, 2009. "Does Staying Healthy Reduce Your Lifetime Health Care Costs?," Issues in Brief ib2010-8, Center for Retirement Research, revised May 2009.
- Murat G. Kirdar, 2012.
"Estimating The Impact Of Immigrants On The Host Country Social Security System When Return Migration Is An Endogenous Choice,"
International Economic Review,
Department of Economics, University of Pennsylvania and Osaka University Institute of Social and Economic Research Association, vol. 53(2), pages 453-486, 05.
- Kirdar, Murat G., 2008. "Estimating the impact of immigrants on the host country social security system when return migration is an endogenous choice," MPRA Paper 7803, University Library of Munich, Germany.
- Kirdar, Murat G., 2010. "Estimating the Impact of Immigrants on the Host Country Social Security System When Return Migration is an Endogenous Choice," IZA Discussion Papers 4894, Institute for the Study of Labor (IZA).
- Werding, Martin & McLennan, Stuart, 2011. "International portability of health-cost coverage : concepts and experience," Social Protection and Labor Policy and Technical Notes 63929, The World Bank.
- Avato, Johanna & Koettl, Johannes & Sabates-Wheeler, Rachel, 2009. "Definitions, good practices, and global estimates on the status of social protection for international migrants," Social Protection and Labor Policy and Technical Notes 49172, The World Bank.
- Holzmann, Robert & Koettl, Johannes & Chernetsky, Taras, 2005. "Portability regimes of pension and health care benefits for international migrants: an analysis of issues and good practices," Social Protection and Labor Policy and Technical Notes 32750, The World Bank.
- 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, November.
- 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.
- Lazear, Edward P, 1979. "Why Is There Mandatory Retirement?," Journal of Political Economy, University of Chicago Press, vol. 87(6), pages 1261-84, December.
When requesting a correction, please mention this item's handle: RePEc:ces:ceswps:_4002. See general information about how to correct material in RePEc.
For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: (Klaus Wohlrabe)
If references are entirely missing, you can add them using this form.