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  • Paris : OECD Publishing  (10)
  • Cambridge [u.a.] : Cambridge Univ. Press
  • Altersversorgung
Datasource
Material
Language
Author, Corporation
Subjects(RVK)
  • 1
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264657748 , 9789264388215 , 9789264313736
    Language: English
    Pages: 1 Online-Ressource (164 p.) , 21 x 28cm.
    Series Statement: OECD Reviews of Pension Systems
    Parallel Title: Erscheint auch als OECD OECD reviews of pensions systems
    Keywords: Altersvorsorge ; Portugal ; Finance and Investment ; Social Issues/Migration/Health ; Economics ; Portugal ; Portugal ; Altersversorgung
    Abstract: This review provides policy recommendations on how to improve the Portuguese pension system, building on the OECD’s best practices in pension design. It details the Portuguese pension system and identifies its strengths and weaknesses based on cross-country comparisons. The Portuguese pension system consists of an old-age safety net, a pay-as-you-go defined benefit scheme and voluntary private savings. The safety net includes an old-age social pension and a complement (the so-called Complemento Solidário para Idosos or CSI), both of which pursue similar objectives but have different eligibility criteria. The defined benefit scheme has two main components: the general social security scheme (regime geral da Segurança Social) and the civil-servant pension scheme (Caixa Geral de Aposentações or CGA). The latter has been closed to new entrants since 2006 with new civil servants contributing to the general scheme. Funded voluntary pensions make up a very small share of total pension entitlements. The OECD Reviews of Pension Systems: Portugal is the fourth in the series, after Ireland (2014), Mexico (2016) and Latvia (2018), with a fifth review on Peru under preparation.
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  • 2
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264865600 , 9789264608719 , 9789264935952
    Language: English
    Pages: 1 Online-Ressource (176 p.) , 21 x 28cm.
    Series Statement: OECD Reviews of Pension Systems
    Parallel Title: Erscheint auch als OECD OECD reviews of pensions systems
    Keywords: Altersvorsorge ; Lettland ; Peru ; Finance and Investment ; Development ; Peru ; Peru ; Altersversorgung
    Abstract: This review assesses Peru’s pension system in its entirety, looking at both public and private, pay-as-you-go (PAYG) financed and funded pension provisions. The review then provides policy options to help tackle old-age poverty; establish a solid framework for the contributory pension system to meet its objectives; improve the coverage and level of pensions; and optimise the design and improve the regulation of the funded private pension component. A further goal of these proposals is to improve the Peruvian population’s trust that the country’s pension system will be able to deliver secure retirement income in old age. The review is the fifth in a series of country reviews of pension systems [Ireland (2014), Mexico (2016), Latvia (2018), and Portugal (2019)]. These reviews provide countries with policy options that will help them improve the functioning of their overall pension system. Tailored policy options are proposed based on the specificities of the national pension system, and on international best practices regarding reforms, design and regulation of pension systems.
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  • 3
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264224964
    Language: English
    Pages: Online-Ressource (180 p.) , ill.
    Parallel Title: Parallelausg. Un Panorama de las Pensiones en America Latina y el Caribe
    Parallel Title: Parallelausg. Um Panorama dos Sistemas Previdenciários na América Latina e no Caribe
    Parallel Title: Erscheint auch als Pensions at a glance
    Keywords: Altersvorsorge ; Lateinamerika ; Karibischer Raum ; Finance and Investment ; Social Issues/Migration/Health ; Bericht ; Lateinamerika ; Karibik ; Pensionskasse ; Altersversorgung ; Internationaler Vergleich
    Abstract: This comprehensive examination of pension systems in Latin America and the Caribbean looks at recent trends in retirement and working at older ages, evolving life expectancy, design of pension systems, and pension entitlements before providing a series of country profiles. The special chapter analyses the coverage and adequacy of Latin American pension systems.
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  • 4
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264046399
    Language: English
    Pages: Online-Ressource (158 p.) , ill.
    Parallel Title: Druckausg.
    Parallel Title: Parallelausg. Améliorer l'éducation financière et la sensibilisation aux questions d'assurance et de pensions privées
    Parallel Title: Erscheint auch als Improving financial education and awareness on insurance and private pensions
    RVK:
    Keywords: Private Altersvorsorge ; Versicherung ; Bildung ; Wissen ; Finanzwissen ; Privater Haushalt ; OECD-Staaten ; Education ; Finance and Investment ; Versicherung ; Rentenalter ; OECD-Länder ; Altersversorgung ; Finanzplanung ; Finanzierung ; Ökonomische Bildung ; Private Altersversorgung ; Risikobewusstsein ; Rentenversicherung ; Finanzdienstleistung ; Versicherung ; Private Altersversorgung ; Wissen ; Informationsbedarf ; Verbrauchererziehung
    Abstract: Individuals face an increasing variety of financial risks, including those linked to their retirement. At the same time, public funding has been reduced or is strictly limited in most countries. Private insurance and pensions products therefore play an essential role in social and financial protection. Yet the public might have a low level of awareness of the risks they are exposed to, and lack literacy, knowledge and skills in insurance and private pensions questions and products. This volume addresses these topical and unexplored issues as part of the ongoing OECD project on financial education. After a comprehensive analysis of the main challenges and presentation of practical solutions, the book highlights good practices, endorsed by OECD governments, to enhance awareness and education on risk, insurance and private pensions issues.
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  • 5
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264105812
    Language: English
    Pages: Online-Ressource (344 p.)
    Parallel Title: Druckausg.
    DDC: 331.2522
    RVK:
    Keywords: Finance and Investment ; Social Issues/Migration/Health ; Konferenzschrift 2002 ; Electronic books ; OECD ; Mitgliedsstaaten ; Altersversorgung ; Reform ; Osteuropa ; Rentenreform
    Abstract: This conference proceedings provided an opportunity for experts to compare public pension reform efforts in Central and Eastern Europe with those in other OECD countries. It looks at the reasons for pension reform, policy choices and constraints, the well-being of older people and distributional consequences of pension reform, and implementation of pension reform proposals.
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  • 6
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264195592
    Language: English
    Pages: Online-Ressource (194 p.) , ill.
    Parallel Title: Druckausg.
    Parallel Title: Parallelausg. Vieillissement et revenus ; Les ressources des retraités dans 9 pays de l'OCDE
    DDC: 332.024/0565
    RVK:
    Keywords: Finance and Investment ; Governance ; Social Issues/Migration/Health ; OECD ; Altersversorgung
    Abstract: This landmark study of the material well-being of older people in nine OECD countries -- Canada, Finland, Germany, Italy, Japan, the Netherlands, Sweden, the United Kingdom and the United States -- uses a wealth of new data to shed light on the challenges that face policy-makers as they anticipate the coming retirement of the baby-boom generation. The findings are often surprising. In all the countries surveyed, policies have been fundamentally successful: older people at all income levels tend to maintain or even increase their material standards of living once they stop working. This happens despite large differences in approaches to public policy, including the size of public pensions. The systems that provide resources to older people are considerably more complex than is usually taken into account in policy-making, and the effects of policy, while large, are less direct than often thought. Demography and changing labour market patterns make reforms to these systems imperative. The challenge is to make needed changes without undermining past success. This is difficult, but entirely possible; the payoffs from relatively small changes in the balance between work and retirement could be particularly large. The study examines the many diverse ways in which the nine countries are tackling this challenge and the lessons that have been learned from their experiences. It provides invaluable evidence for policy-makers, researchers and citizens concerned about the challenges posed for societies by ageing populations.
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  • 7
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264195424
    Language: English
    Pages: Online-Ressource (182 p.)
    Parallel Title: Print version Ageing and Income : Financial Resources and Retirement in 9 OECD Countries
    DDC: 306.38
    RVK:
    Keywords: Electronic books ; Electronic books ; Electronic books ; OECD ; Altersversorgung
    Abstract: This landmark study of the material well-being of older people in nine OECD countries -- Canada, Finland, Germany, Italy, Japan, the Netherlands, Sweden, the United Kingdom and the United States -- uses a wealth of new data to shed light on the challenges that face policy-makers as they anticipate the coming retirement of the baby-boom generation. The findings are often surprising. In all the countries surveyed, policies have been fundamentally successful: older people at all income levels tend to maintain or even increase their material standards of living once they stop working. This happens
    Description / Table of Contents: Foreword; Table of Contents; Chapter 1. Summary and Key Points; 1.1. Structure of the report; 1.2. The economic well-being of older people: a success story; 1.3. The three challenges; 1.4. Country-specific conclusions; Part I. Convergent Outcomes, Divergent Means; Chapter 2. The Resources of Older People: Complex Systems and Successful Outcomes; Chapter 3. The Determining Role of Public Policy; Chapter 4. The Need for Reform; Part II. A Comparaison of Policy Responses to Key Retirement Income Challenges; Chapter 5. Reforms to Re-balance Work and Retirement
    Description / Table of Contents: Chapter 6. Responses to the Challenge of Balanced Resources in RetirementChapter 7. Maintaining Economic Well-being and Protecting the Vulnerable; Chapter 8. Conclusion - Lessons about Reform Strategies; Bibliography; Annexes; Annex I. Main features of the retirement income systems in the nine countries; Annex II. Retirement Incentives; Annex III. Statistical Annex;
    Note: Description based upon print version of record
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  • 8
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264181625
    Language: English
    Pages: Online-Ressource (240 p)
    Parallel Title: Druckausg.
    RVK:
    Keywords: Social Issues/Migration/Health ; Development ; Pensionskasse ; Altersversorgung ; Kapitalmarkt ; Portfoliomanagement
    Abstract: This books explores the international aspects of pension reform, private savings and volatile capital markets and clarifies how they relate to each other. Building the case for the pension-improving benefits of global asset diversification, analysing the implications of financial reform for stimulating savings, and exploring both the benefits and risks of global capital flows to emerging markets, Pensions, Savings and Capital Flows will inform policy and academic debates on financial globalisation.
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  • 9
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264288195
    Language: French
    Pages: Online-Ressource (232 p.) , ill.
    Parallel Title: Druckausg.
    Parallel Title: Parallelausg. Reforms for an Ageing Society
    Keywords: Employment ; Social Issues/Migration/Health ; Altersversorgung ; Reform
    Abstract: Quelles sont les tendances récentes en matière de vieillissement de la population dans les 29 pays de l'OCDE ? Quelles sont les réformes mises en place et quels enseignements peut-on en tirer ? Cet ouvrage dresse un panorama de la situation actuelle. Les réformes intervenues récemment ont été inspirées surtout par des considérations budgétaires - il s'agissait d'aménager les régimes de retraite et de prise en charge d’une génération du baby-boom désormais proche de la retraite. Cet objectif reste dans la plupart des pays un souci majeur. Toutefois, un nouveau plan d'action s’impose qui concilie les impératifs budgétaires avec des objectifs économiques et sociaux plus larges. Un mot d’ordre : le vieillissement actif. Il s’agit de permettre à chacun de rester actif plus longtemps sur le marché du travail et dans la société. Il va donc falloir ralentir, voire inverser les tendances à l'allongement du temps de la retraite. Il va probablement aussi falloir diversifier les revenus à l'âge de la retraite dans la plupart des pays de l'OCDE - en donnant une place plus importante aux retraites privées et aux revenus d'activité. Peut-être faudra-t-il reprendre sur de nouvelles bases de vieux débats - tels que l'équilibre entre retraites publiques et privées - pour tenir compte de la place croissante que vont sans doute prendre les revenus d'activité à l'âge de la retraite. De nouvelles questions se posent : à plus long terme, quel rôle devront jouer les pouvoirs publics dans une évolution de l'équilibre, à un certain âge, entre le travail et les loisirs ? Et quelle priorité pourra-t-on encore attacher à des dispositifs qui financent de longues périodes de passivité dans le dernier tiers de l'existence ?
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  • 10
    Online Resource
    Online Resource
    Paris : OECD Publishing
    ISBN: 9789264188198
    Language: English
    Pages: Online-Ressource (220 p.) , ill.
    Parallel Title: Druckausg.
    Parallel Title: Parallelausg. Des réformes pour une société vieillissante
    DDC: 305.26 21
    RVK:
    Keywords: Employment ; Social Issues/Migration/Health ; Electronic books ; Electronic books ; Electronic books ; OECD ; Mitgliedsstaaten ; Altenpolitik ; OECD ; Altersversorgung ; Reform ; OECD ; Gesundheitsvorsorge ; Reform
    Abstract: This book reviews recent trends, reforms and lessons learned in the 29 OECD countries as they relate to ageing. Recent reforms have been driven mainly by fiscal factors - to adjust systems such as pensions and long-term care to the ageing of the baby boom generation. This remains a main concern in many countries. A new reform agenda is emerging, however, that marries fiscal objectives with broader social and economic policy goals. It focuses on active ageing, providing opportunities and incentives for people to contribute more actively in the labour market and society as they grow older. This involves slowing, or reversing, trends towards ever-longer periods of time spent in retirement. This agenda is associated with likely trends towards a more diversified system of retirement income in most OECD countries - with more reliance on private pensions and a likely increase of earnings as a source of income among older people. Familiar policy debates -- such as the balance between public and private pensions -- may need to be recast to take account of the likely future growth in the role of earnings in the retirement income system. Interesting new questions arise. In the longer-term future, what should be the role of government policy in influencing the balance between work and leisure in older years? What priority should be attached to policies that support very long periods of passivity in the last third of life?
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