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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

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  • Holzmann,Robert

Abstract

This policy paper summarizes four corridor studies on bilateral social security agreements (BSSAs) between four European Union (EU) member and two non-member states, draws conclusions on their results, and offers recommendations. BSSAs between migrant-sending and migrant-receiving countries are seen as the most important instrument to establish portability of social security benefits for internationally mobile workers. Yet, only about 23 percent of international migrants profit from BSSAs and their functioning has been little analyzed and even less assessed. The four corridors studied (Austria-Turkey, Germany-Turkey, Belgium-Morocco, and France-Morocco) were selected to allow for comparison of both similarities and differences in experiences. The evaluation of these corridors? BSSAs was undertaken against a methodological framework and three selected criteria: fairness for individuals, fiscal fairness for countries, and bureaucratic effectiveness for countries and migrant workers. The results suggest that the investigated BSSAs work and overall deliver reasonably well on individual fairness. The results on fiscal fairness are clouded by conceptual and empirical gaps. Bureaucratic effectiveness would profit from information and communication technology-based exchanges on both corridors once available.

Suggested Citation

  • Holzmann,Robert, 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," Policy Research Working Paper Series 106186, The World Bank.
    • Handle: RePEc:wbk:wbrwps:106186
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    Citations

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    Cited by:

    1. Giulia Bettin & Eralba Cela & Tineke Fokkema, 2018. "Return intentions over the life course: Evidence on the effects of life events from a longitudinal sample of first- and second-generation Turkish migrants in Germany," Demographic Research, Max Planck Institute for Demographic Research, Rostock, Germany, vol. 39(38), pages 1009-1038.
    2. Holzmann, Robert & Wels, Jacques, 2018. "Status and Progress in Cross-Border Portability of Social Security Benefits," IZA Discussion Papers 11481, Institute of Labor Economics (IZA).
    3. Robert Holzmann & Jacques Wels, 2020. "The cross‐border portability of social security benefits: Status and progress?," International Social Security Review, John Wiley & Sons, vol. 73(1), pages 65-97, January.
    4. Mauro Testaverde & Harry Moroz & Claire H. Hollweg & Achim Schmillen, 2017. "Migrating to Opportunity," World Bank Publications - Books, The World Bank Group, number 28342, December.
    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. Perna, Roberta & Cruz-Martínez, Gibrán & Moreno Fuentes, Francisco Javier, 2022. "Patient mobility within national borders. Drivers and politics of cross-border healthcare agreements in the Spanish decentralized system," Health Policy, Elsevier, vol. 126(11), pages 1187-1193.

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