admin, Author at Pension Policy International

03FebFebruary 3, 2017

Outcome Based Assessments for Private Pensions : A Handbook

By William Price, John Ashcroft and Michael Hafeman This report illustrates a new methodology to develop an Outcomes and Risk Based Supervision (ORBS) framework for funded pensions with a case study of Costa Rica. The approach was used in a FIRST funded project in Costa Rica with the regulator and supervisor of pensions SUPEN. The intention is to highlight an approach that may be useful in the region, and globally, to help agencies responsible for private pensions to focus on...

February 3, 2017

Adequacy, System SustainabilityLabor Market

03FebFebruary 3, 2017

Pensions for Public-Sector Employees : Lessons from OECD Countries’ Experience

By Edward Whitehouse In 27 out of 34 OECD member countries, there is institutionally separate retirement-income provision for some or all public-sector workers. But the scope of these pension schemes varies significantly: from a modest top-up to the national pension arrangements (covering private-sector workers as well) to entirely independent retirement-income regimes. Average expenditure on these schemes amounts to about 1.5 percent of GDP, or nearly a quarter of total public pension spending. Public-sector pension reform is an issue of great...

February 3, 2017

Pension design, RegulationLabor Market, Social Protection

03FebFebruary 3, 2017

OECD Institutional Investors Statistics

By OECD Institutional investors (investment funds, insurance companies and pension funds) are major collectors of savings and suppliers of funds to financial markets. Their role as financial intermediaries and their impact on investment strategies have grown significantly over recent years along with deregulation and globalisation of financial markets. This series provides a unique set of statistics that reflect the level and structure of the financial assets of institutional investors. Data include outstanding amounts of financial assets such as currency and deposits,...

February 3, 2017

Investing, System SustainabilityEfficency

03FebFebruary 3, 2017

Tax treatment of pensions and pensioners

By OECD The personal tax system plays an important role in old-age support. Pensioners often do not pay social security contributions. Personal income taxes are progressive and pension entitlements are usually lower than earnings before retirement, so the average tax rate on pension income is typically less than the tax rate on earned income. In addition, most income tax systems give preferential treatment either to pension incomes or to pensioners, through additional allowances or credits to older people. Full Content: OECD

February 3, 2017

Labor MarketSocial Protection

03FebFebruary 3, 2017

Pensions statistics

By OECD This dataset includes pension funds statistics with OECD classifications by type of pension plans and by type of pension funds. All types of plans are included (occupational and personal, mandatory and voluntary). The OECD classification considers both funded and book reserved pension plans that are workplace-based (occupational pension plans) or accessed directly in retail markets (personal pension plans). Both mandatory and voluntary arrangements are included. The data includes plans where benefits are paid by a private sector entity...

February 3, 2017

Investing, Labor MarketInvesting

03FebFebruary 3, 2017

Pensions at a Glance (Edition 2016)

By OECD The Pensions at a Glance database includes reliable and internationally comparable statistics on public and mandatory and voluntary pensions. It covers 34 OECD countries and aims to cover all G20 countries. Pensions at a Glance reviews and analyses the pension measures enacted or legislated in OECD countries. It provides an in-depth review of the first layer of protection of the elderly, first-tier pensions across countries and provideds a comprehensive selection of pension policy indicators for all OECD and...

February 3, 2017

Labor MarketEfficency

03FebFebruary 3, 2017

Nueva ley del ISSSTE y pensiones de retiro

By María Asención Morales Ramírez La nueva Ley del ISSSTE, publicada el 31 de marzo de 2007 en el Diario Oficial de la Federación, de manera general considera cambios en tres aspectos: seguros, pensiones y salud. Respecto de los primeros, presenta una nueva estructura al reducir los 21 seguros y prestaciones a 4 seguros (salud, riesgos de trabajo, retiro, cesantía en edad avanzada y vejez e invalidez y vida), más prestaciones y servicios que estarán en función de la capacidad...

February 3, 2017

Asignación de recursos, Noticias, SpanishSocial Protection

03FebFebruary 3, 2017

Derechos sociales y prohibición de regresividad: el caso issste y su voto de minoría

By Fernando Silva y Emmanuel Rosales Tanto la doctrina académica como la jurisprudencial han reconocido la prohibición de regresividad de los derechos sociales. En términos muy generales, dicha norma "constitucional" implica que las leyes no deben empeorar la situación de regulación del derecho vigente, desde el punto de vista del alcance y amplitud del goce de los derechos sociales. En todo caso, la regresividad de una norma legal en materia de seguridad social determina una presunción de invalidez o de...

February 3, 2017

Artículos, Noticias, SpanishLabor Market

03FebFebruary 3, 2017

Social Reforms in China: 2016-2020

By Andoni Maiza and Ricardo Bustillo The need to evolve from an export-based economic model towards a different model where domestic consumption plays a larger role is what has driven the Chinese government to design new social policies to give households greater confidence and boost consumption levels. The 13th Five-Year Plan 2016-2020 includes measures to expand the coverage of the pension system, health insurance, and unemployment insurance, and also provides for a new raise to the minimum wage. However, there...

February 3, 2017

Regulation, System SustainabilitySocial Protection

03FebFebruary 3, 2017

Constitutional Reform and Universal Pension Law

By Noemí Monroy Enriquez En México, en los próximos años, la tendencia demográfica se caracterizará por el incremento de la población adulta de 65 años o más, la cual, en su mayoría, no cuenta con algún ingreso para su subsistencia. El fenómeno del incremento de la población de edad avanzada no solamente es nacional; de acuerdo con el informe de Naciones Unidas, el crecimiento de la población adulta de 60 años y más se ha acelerado, lo que genera todo...

February 3, 2017

Adequacy, RegulationRegulation

February 2017