From Benefits and Beneficiaries: The Historical Origins of Old-Age Pensions From a Political Regime Perspective

2021 ◽  
pp. 001041402198976
Author(s):  
Aline Grünewald

Global studies on the historical origins of old-age pensions from a political regime perspective are quite rare. Based on the novel PENLEG dataset this article shows that democratic and nondemocratic regimes had different policy priorities when designing old-age pensions for the first time. Whereas democracies had significantly higher legal pension coverage rates than nondemocratic regimes, the reverse pattern can be found for pension replacement rates. The study also shows that temporal effects and colonial legacy mattered. Longstanding democracies introduced much higher legal pension coverage rates than countries that had recently democratized. Additionally, the French colonial legacy spurred high legal pension coverage rates in African autocracies. These findings underline the importance of taking the multidimensionality of welfare programs into account when analyzing political regime differences. Moreover, due attention must be paid to the historical context when theorizing about welfare policies from a political regime perspective.

Author(s):  
Aline Grünewald

Abstract Old-age pensions are the most widespread social security programmes around the world. While many case studies have focused on the historical origins of old-age pensions, global and comparative studies are limited mainly due to missing data. To address this shortcoming, this article introduces the novel PENLEG dataset (Pension Legislation around the World, 1880–2010), which comprises data on: (1) the timing of the first pension introductions; (2) the pension design; (3) the mode of financing; (4) eligibility criteria; (5) benefit generosity and (6) coverage rates for all independent countries. Additionally, the article describes global pension patterns and highlights case evidence. It shows that economic development strategies, political incentives to bind citizens to the state, administrative reasons as well as colonial legacies and the Soviet model of social security have strongly affected the origins of old-age pensions.


1987 ◽  
Vol 25 (2) ◽  
pp. 91-107 ◽  
Author(s):  
Christopher Anglim ◽  
Brian Gratton

Organized labor in the United States strongly supported pre-New Deal proposals for state pensions for the elderly. The idea that American labor, unlike its European counterparts, did not contribute to the rise of the welfare state is based on evidence from national organizations and their leaders. Review of the activities of the highly political state federations, and of the campaign for old age pensions in Massachusetts, indicates that labor, rather than middle-class reformers, was responsible for the promotion of new public welfare programs.


2018 ◽  
Vol 31 (2) ◽  
pp. 138-154 ◽  
Author(s):  
Margaret Ralston ◽  
Enid Schatz ◽  
Jane Menken ◽  
Francesc Xavier Gómez-Olivé ◽  
Stephen Tollman

2007 ◽  
Vol 8 (1) ◽  
pp. 45-49
Author(s):  
Gerhard Mudrack

The main tax obstacle to the functioning of pan‐European pension funds is the exclusion from tax relief of cross‐border contributions. Many Member States have eliminated this obstacle or have announced that they will do this soon. The few Member States which may wish to continue the discrimination against foreign funds may find it very difficult to explain to the ECJ why they cannot do what so many other Member States already have. The conclusion of this article is, therefore, that for most situations, the main tax obstacle for pan‐European pension funds will be eliminated after the implementation date of the Pension Fund Directive, that was by 23 September 2005. The Pension Fund Directive includes the assumptions for a cross‐border activity of company pension funds. Among the existing national regulations of the setting of the systems of old age pensions the member states have to allow domestic companies in line with the Pension Fund Directive to be institution of foreign pension funds, which are licensed in other member states.


2021 ◽  
Vol 70 (99) ◽  
pp. 2-25
Author(s):  
Florian Blank ◽  
Erik Türk

Die Gegenüberstellung der Rentenansprüche für einheitliche, idealtypische Biografien ermöglicht den Vergleich von Unterschieden der Rentensysteme selbst. Die von der OECD erstellten Modellbiografien mit durchgehenden Erwerbsverläufen, abschlagsfreiem Renteneintritt und stabilen Einkommenspositionen bilden den Ausgangspunkt für den Vergleich der Rentenversicherungen Deutschlands und Österreichs. Die Vorgehensweise der OECD wird dargestellt, sofern erforderlich korrigiert, aktualisiert und weiterentwickelt. Zusätzlich werden Arbeitslosigkeit, vorzeitiger Renteneintritt sowie Kindererziehungszeiten berücksichtigt. Durch diese Ergänzungen werden eine höhere Realitätsanbindung erreicht und Elemente des sozialen Ausgleichs einbezogen. Es zeigt sich, dass die österreichische Pensionsversicherung in jeder Konstellation deutlich höhere Leistungen gewährt, die Elemente des sozialen Ausgleichs den Abstand teils vergrößern, teils verringern. Abstract: Old-age Pensions and Social Equalization in Germany and Austria – a Comparison Using Model Calculations A comparison of pension entitlements based on ideal-type biographies allows for an identification of differences between pensions systems. We compare public pension schemes in Germany and Austria, starting with the OECD’s model biographies. These biographies are signified by stable employment careers and income positions, and regular retirement without deductions. The OECD’s approach is discussed, revised, updated, and amended. Periods of unemployment and childcare and early retirement are included. This leads to more realistic life courses and means an inclusion of redistributive measures. The Austrian pension insurance delivers higher benefits in every constellation discussed; redistributive elements partly increase, partly reduce differences.


Sign in / Sign up

Export Citation Format

Share Document