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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.

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Paper provided by The World Bank in its series Social Protection Discussion Papers with number 20111.

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Date of creation: 31 Oct 1998
Date of revision:
Handle: RePEc:wbk:hdnspu:20111
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  1. Whitehouse, Edward, 1999. "The tax treatment of funded pensions," Social Protection Discussion Papers 20126, The World Bank.
  2. 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.
  3. Robert Holzmann, 1997. "Fiscal Alternatives of Moving from Unfunded to Funded Pensions," OECD Development Centre Working Papers 126, OECD Publishing.
  4. Palacios, Robert & Rocha, Roberto, 1998. "The Hungarian pension system in transition," Social Protection Discussion Papers 20048, The World Bank.
  5. Holzmann, Robert, 1998. "Financing the transition to multipillar," Social Protection Discussion Papers 20052, The World Bank.
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