Pensions today - economic, managerial, and social issues

Stały URI zbioruhttp://hdl.handle.net/11652/3507



INTRODUCTIONby Editors (Filip Chybalski and Edyta Marcinkiewicz):

The topic of pensions is very broad and multidimensional in nature so it is of great interest to many scholars representing various fields of science. Pension systems all over the world have been continuously undergoing some major or minor reforms, which refer to the general model or design of old-age social security, or which aim to change some of its parameters, especially the pensionable age. These reforms have a common ultimate goal, which is to ensure adequate benefits in old age funded by financially and economically sustainable pension systems. Changes to pension systems refer to various pension plans: those organized by the state through the public institutions, those organized by employers in cooperation with financial institutions, or those organized solely by financial institutions and dedicated directly to individuals. Thus, the spectrum of problems worth addressing by scholars is very wide.

In this book, pensions and their background are investigated from the perspective of the social sciences, primarily management, economics, finance, and law. We address the very relevant and current problems of pension systems, retirement, the demographical determinants of pension systems’ adequacy and sustainability, and the political and legal aspects of pension reform. The monograph includes 23 chapters addressing the problems of contemporary pensions from both a general and a national view, studied from a theoretical or empirical perspective.

The book is structured as follows. First, the managerial, administrative and business aspects of retirement and pension wealth are discussed. The next five sections are devoted to very important and current problems of family and gender issues in the context of old-age social security. The subsequent six chapters refer to other social and economic aspects of pensions with some references to social security reforms. In the next three sections, some financial and actuarial issues are discussed and investigated. Finally, in the last five chapters, the authors address selected problems of pension reform with special attention paid to their policy and legal aspects. In these 23 chapters, issues concerning various countries are presented. In some chapters, a single-country empirical approach is employed (with reference to Poland, Spain, Turkey, Slovakia, Latvia, or Czechia, for example), whereas some other sections present multinational studies.[...]



CONTENTS
1. Introduction Filip Chybalski, Edyta Marcinkiewicz ........................................................................................ 5
2. Impact of a pension system and an enterprise on employees’ retirement: an intergenerational context Filip Chybalski, Małgorzata Gumola ........................................................................................ 7
3. Management approach to social housing to support the welfare of the elderly Edyta Marcinkiewicz ........................................................................................ 20
4. The role of family businesses in old age security Iwona Olejnik ........................................................................................ 33
5. Social security administration: towards one of the reserves of sustainability Natalia Grishchenko ........................................................................................ 43
6. The importance of family: a macroeconomic perspective Oliwia Komada, Magda Malec ........................................................................................ 56
7. Equality of desert in the pension system from the gender perspective. The case of Poland Joanna Ratajczak ........................................................................................ 72
8. Gender gap in retirement pensions in Spain. The impact of the maternity supplement Julia Montserrat Codorniu ........................................................................................ 86
9. Intra-family financial and non-financial support for pensioners: share survey results in 19 European countries Olga Rajevska ........................................................................................ 97
10. Co-housing of seniors – ’Open Popowice’ case study** Mariusz Dybał ........................................................................................ 106
11. What is the cost of pension reform reversal in Slovakia and could the NDC scheme solve the fiscal imbalance of payg scheme? Ján Šebo, Daniela Danková, Ivan Králik ........................................................................................ 116
12. Pensions and elderly poverty in Turkey Çağaçan Değer, Semih Çağan ........................................................................................ 132
13. Retirement implications of life decisions in Poland Alicja Jajko-Siwek ........................................................................................ 147
14. Theories and mechanisms of productive employment in the context of Czech pension reform Radim Valenčík ........................................................................................ 156
15. The effects of applying behavioral impulses (“nudges”) to stimulate the development of occupational pension schemes – comparative analysis Marek Szczepański ........................................................................................ 170
16. Effectiveness of pension systems in post-Soviet countries – evaluation using the CCR model Dawid Banaś ........................................................................................ 183
17. Application of deferred annuities in an occupational pension scheme Anna Gierusz ........................................................................................ 192
18. Financial schemes for active ageing and elderly well-being improvement Jan Mertl ........................................................................................ 201
19. Impact of savings within the capital pension system on the flow of funds accounts Joanna Trębska ........................................................................................ 213
20. Czech pension policy Jaroslav Vostatek ........................................................................................ 228
21. The glide-path mechanism in Employee Capital Plans Sebastian Jakubowski ........................................................................................ 240
22. Employee Capital Plans – public policy analysis Antoni Kolek ........................................................................................ 251
23. Selected remarks on employee representation role in long term saving plans in Poland – PPE (Employee Pension Schemes) and PPK (Employee Capital Plans) Marcin Wojewódka ........................................................................................ 259
24. Employee Capital Plans in Poland – investment’s legal framework> Adrian Prusik ........................................................................................ 266

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  • Pozycja
    Impact of savings within the capital pension system on the flow of funds accounts
    (Lodz University of Technology Press, 2021) Trębska, Joanna
    The structure of the paper is the following. The first part is a brief literature review on saving reasons, paying special attention to savings aimed at securing old age. In the next part the structure of flow of funds accounts and the idea of the financial input-output model as a tool for simulation analyses are described. The third part is an short empirical report on the changes in households’ financial assets structure in Poland in 2000-2018 against the backdrop of the EU. Finally, simulation analysis results are presented. The concluding paragraph contains a brief summary and some directions of future research [...].
  • Pozycja
    Theories and mechanisms of productive employment in the context of Czech pension reform
    (Lodz University of Technology Press, 2021) Valenčík, Radim
    In this article, we have focused on showing the most significant benefits of the approach which motivates individuals to extend the period of their productive lives in the job markets [...]. The aim of the paper is to demonstrate that the focus on voluntary extension of productive employment by means of incentives incorporated into the pay-as-you-go pension scheme can bring significantly greater effects than a general extension of retirement age, in particular when doing the comprehensive solution of this issue and in the long term creating conditions in the form of comprehensive reforms in the areas of social investment and social insurance.
  • Pozycja
    Co-housing of seniors – ’Open Popowice’ case study
    (Lodz University of Technology Press, 2021) Dybał, Mariusz
    The paper presents findings from the “Open Popowice” [“Otwarte Popowice”] meeting that took place in September 28th, 2018. “Open Popowice” meeting in Wroclaw, Poland was organized as part of the inauguration of the Popowice Laboratory [Laboratorium Popowice]. This event was the first of the planned series of meetings and workshops with the inhabitants of Popowice as part of the Popowice Laboratory, ProPoLab in short. It was to examine the needs of residents, mostly seniors, in relation to public services and the involvement of Popowice district residents in the activities of the Popowice Laboratory (ProPoLab 2018b, p. 3).
  • Pozycja
    Equality of desert in the pension system from the gender perspective. The case of Poland
    (Lodz University of Technology Press, 2021) Ratajczak, Joanna
    The aim of the article is to operationalize equity with regard to one of the equity dimensions, i.e. the equity of desert within a generation in the pension system. In the next step the intergenerational (in)equity between women and men in the Polish (obligatory) pension system will be identified. The calculations will focus on the results of the descriptive microsimulation model, which bases on the female and male biographies and pension outcomes received from the new pension system.
  • Pozycja
    Impact of a pension system and an enterprise on employees’ retirement: an intergenerational context
    (Lodz University of Technology Press, 2021) Chybalski, Filip; Gumola, Małgorzata
    Thus, the goal of this paper is to identify and characterize main elements of this nexus in the context of retirement decisions taking intergenerational relations into account. We focus on the pension system’s impact (with its main parameter, which is a pensionable age (statutory retirement age)) on the employers’ behaviour, as well as the employers’ (workplace) impact on employees’ retirement decisions (reflected in effective retirement age). The paper is structured as follows. First, we present a pension system in an intergenerational context. Second, we attempt to discuss a pensionable age as a determinant of an enterprise activity in the role of an employer. The subsequent section tackles the issue of the possible impact of the employer on employees’ retirement decisions. The paper ends with a brief summary of issues discussed.
  • Pozycja
    Introduction
    (Lodz University of Technology Press, 2021) Chybalski, Filip; Marcinkiewicz, Edyta