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The quest for pension reform : Poland's security through diversity


  • Gora, Marek
  • Rutkowski, Michal


This report looks at pension reform recently undertaken in Poland, but draws conclusions with wider applicability. It examines the motivation for reform, the struggle of progressively minded experts and politicians to advance the reform agenda, the architecture of the new system, and issues arising during the transition. The final section offers tentative conclusions and lessons for other countries while highlighting the factors leading to the reform's successful launch (it is too early yet to determine the pension system's success). Factors included enlisting broad popular support for the contents of the reform package; shielding the office for pension reform from political fights, enabling it to focus on its professional tasks; intimately involving the trade unions through several consultations; and lastly, moving quickly to grasp opportunities, that is, taking advantage of the public consensus for pension reform.

Suggested Citation

  • Gora, Marek & Rutkowski, Michal, 1998. "The quest for pension reform : Poland's security through diversity," Social Protection and Labor Policy and Technical Notes 20111, The World Bank.
  • Handle: RePEc:wbk:hdnspu:20111

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    References listed on IDEAS

    1. Palacios, Robert & Rocha, Roberto, 1998. "The Hungarian pension system in transition," Social Protection and Labor Policy and Technical Notes 20048, The World Bank.
    2. Whitehouse, Edward, 1999. "The tax treatment of funded pensions," MPRA Paper 14173, University Library of Munich, Germany.
    3. Robert Holzmann, 1997. "Fiscal Alternatives of Moving from Unfunded to Funded Pensions," OECD Development Centre Working Papers 126, OECD Publishing.
    4. James, Estelle, 1998. "New Models for Old-Age Security: Experiments, Evidence, and Unanswered Questions," World Bank Research Observer, World Bank Group, vol. 13(2), pages 271-301, August.
    5. Holzmann, Robert, 1997. "On economic benefits and fiscal requirements of moving from unfunded to funded pensions," Financiamiento para el Desarrollo 48, Naciones Unidas Comisión Económica para América Latina y el Caribe (CEPAL).
    6. Holzmann, Robert, 1998. "Financing the transition to multipillar," Social Protection and Labor Policy and Technical Notes 20052, The World Bank.
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    Cited by:

    1. Disney, Richard & Whitehouse, Edward, 1999. "Pension plans and retirement incentives," Social Protection and Labor Policy and Technical Notes 20851, The World Bank.
    2. 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.
    3. Marek G??ra, 2003. "Reintroducing Intergenerational Equilibrium: Key Concepts behind the New Polish Pension System," William Davidson Institute Working Papers Series 2003-574, William Davidson Institute at the University of Michigan.
    4. Krzysztof Kompa & Dorota Witkowska, 2014. "Pension Funds in Poland: Efficiency Analysis for Years 1999-2013," Dynamic Econometric Models, Uniwersytet Mikolaja Kopernika, vol. 14, pages 105-124.
    5. Whitehouse, Edward, 1999. "The tax treatment of funded pensions," Social Protection and Labor Policy and Technical Notes 20126, The World Bank.
    6. Richard Disney & Robert Palacios & Edward Whitehouse, 1999. "Individual choice of pension arrangement as a pension reform strategy," IFS Working Papers W99/18, Institute for Fiscal Studies.
    7. Grimmeisen, Simone, 2004. "Path dependence and path departure: Analysing the first decade of post-communist pension policy in Hungary, Poland and the Czech Republic," Working papers of the ZeS 01/2004, University of Bremen, Centre for Social Policy Research (ZeS).
    8. Axel Börsch-Supan, 2003. "What are NDC Pension Systems? What Do They Bring to Reform Strategies?," MEA discussion paper series 03042, Munich Center for the Economics of Aging (MEA) at the Max Planck Institute for Social Law and Social Policy.


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