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Outcome Based Assessments for Private Pensions: A Handbook

Autor: Price, William; Ashcroft, John; Hafeman, Michael
Año: 2016
Resumen: This handbook explains the outcomes-based diagnosis and assessment (OBA) framework for private pensions. The framework focuses on the pension outcomes that will improve people’s lives and how private pensions can help to improve these outcomes. The OBA is an integrated framework that addresses issues ranging from strategic vision and initial data requests to implementation and monitoring and evaluation. The diagnosis and assessment methodology combines theoretical insights with the practical work of a reviewer. Recommendations are tested against common implementation challenges to enhance deliverability. The Handbook provides a wide range of references to the literature that can be used to illustrate key issues with clients. It is intended as a first round diagnosis and assessment tool that identifies the most important areas on which to follow-up. So it helps to support a modular approach where priority areas are then addressed using more specialized tools.

Fuente: Banco Mundial
Clasificación: Seguridad Social y Sistemas de Pensiones
Tipo de Publicación: Documentos de Trabajo
Idioma:

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Expanding Coverage of Good Quality Private Pensions

Autor: Price, William; Rawlins, Marlon; Stewart, Fiona
Año: 2016
Resumen: The FIRST Lessons Learned Series is a collection of FIRST's technical and functional insights gained from FIRST funded engagements. This knowledge note shares useful lessons from FIRST-funded pension projects led by the Finance and Markets Global Practice at the World Bank Group, which supported many countries in their efforts to improve the coverage of good-quality pensions and in increasing the supply of pension assets that can safely and sustainably fund long-term investment.

Fuente: Banco Mundial
Clasificación: Seguridad Social y Sistemas de Pensiones
Tipo de Publicación: Notas de Pensiones
Idioma:

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Building Voluntary Pension Schemes in Emerging Economies

Autor: Rudolph, Heinz P.
Año: 2016
Resumen: After the financial crisis, some Central and Eastern Europe countries partially or totally reversed the pension reforms they had initiated in the previous two decades. In the presence of an aging population in the region, reductions in replacement rates will be the most likely adjustment mechanism for the social security systems to remain fiscally sustainable. In some other emerging economies, mandatory funded schemes are operating with low contribution rates, and policy makers have not been able to pass legislation to increase the contribution rate to ensure adequate pensions for future retirees. Voluntary pension schemes that take into consideration the behavioral aspects of individuals may provide a viable solution for countries that need to increase retirement savings but face political resistance to mandatory increases in contribution rates. The proposed mechanism shifts the focus of voluntary pension plans from "opt-in" to "opt-out" schemes. The emphasis is in setting the default options in a way that employees have to make an explicit decision if they do not want to contribute to the pension system. The paper builds on the experiences of several countries, including Italy, New Zealand, the United Kingdom, and the United States, and proposes policy recommendations and good practices for building voluntary pension systems. These opt-out schemes should be able to provide high coverage among white and blue collar workers, and consequently improve the future pensions of individuals.

Fuente: Banco Mundial
Clasificación: Seguridad Social y Sistemas de Pensiones
Tipo de Publicación: Documentos de Trabajo
Idioma:

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Aspectos institucionales de los sistemas de pensiones en América Latina

Autor: Uthoff, Andras
Año: 2016
Resumen: En este documento se analizan los desarrollos institucionales necesarios para los sistemas de pensiones y se presenta la experiencia de Chile. Al revisar estos desarrollos se busca asegurar que el desempeño de un sistema de pensiones concilie la lógica de su financiamiento con la de los principios de la seguridad social y garantice que a lo largo de varias generaciones pueda superar los riesgos (captura de los fondos, cambios demográficos, crisis económicas y financieras) frente a los cuales el funcionamiento del sistema es vulnerable. La evidencia que se examina en este trabajo muestra que, en todos los avances, las dimensiones de la institucionalidad no son excluyentes y deben complementarse.

Fuente: Comisión Económica para América Latina (CEPAL)
Clasificación: Reformas de Pensiones
Tipo de Publicación: Artículo Académico
Idioma:

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Automatic Adjustment Mechanisms in Asian Pension Systems?

Autor: Arbatli Saxegaard, Elif C.; Feher, Csaba; Ree, Jack J.; Saito, Ikuo; Soto, Mauricio
Año: 2016
Resumen: Automatic adjustment mechanisms (AAMs)—rules ensuring that certain characteristics of a pension system respond to demographic, macroeconomic and financial developments, in a predetermined fashion and without the need for additional intervention—have been introduced in many OECD countries to tackle public pension schemes’ deteriorating financial sustainability. Incorporating AAMs—in particular linking retirement age to life expectancy—can be an important part of pension reforms in Asia. If implemented early, AAMs could help prevent the need for sharp adjustments in the future, increase the predictability and inter-generational equity of pension systems and enhance confidence.

Fuente: Fondo Monetario Internacional (FMI)
Clasificación: Reformas de Pensiones
Tipo de Publicación: Documentos de Trabajo
Idioma:

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