¡Bienvenidos a la Biblioteca de Pensiones!
En este espacio encontrarás una gran variedad de recursos académicos y técnicos sobre temas relacionados a pensiones, desde beneficios, mercado laboral y demografía, hasta inversión, gestión de riesgos, y otros.
Está dirigido a personas que buscan ampliar sus
conocimientos en materia pensional, así como estudiantes y académicos que buscan aportar a la literatura de pensiones, y también, a los hacedores de políticas públicas en materia de Seguridad Social que buscan información relevante para la toma de decisiones.
Artículo:
Expanding Social Insurance Coverage to Informal Workers
Autor: Ruppert Bulmer, Elizabeth; Winkler, Hernan; Mote, Hilma
Año: 2017
Resumen: The high incidence of informality in developing countries implies that many workers are not covered against important risks, such as unemployment, illness and old-age poverty. Given that expanding the Bismarckian system to include informal workers presents many challenges, several countries implemented non-contributory social insurance programs to expand coverage. However, these contributed to labor market segmentation and are unlikely to be financially sustainable. This note reviews the economic literature dealing with the expansion of social insurance programs and summarizes the main policy insights. It draws on international evidence on social insurance system design and innovations, and the resulting impact on coverage. It also provides general design principles that can apply to unemployment benefits, health insurance, and pensions.
Fuente: Banco Mundial
Clasificación: Seguro
Tipo de Publicación: Documentos de Trabajo
Idioma:
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Assessing Benefit Portability for International Migrant Workers: A Review of the Belgium-Morocco Bilateral Social Security Agreement
Autor: Wels, Jacques; Holzmann, Robert; Dale, Pamela
Año: 2016
Resumen: The portability of social benefits is gaining importance given the increasing share of individuals working at least part of their life outside their home country. Bilateral social security agreements (BSSAs) are considered a crucial approach to establishing portability, but the functionality and effectiveness of these agreements have not yet been investigated; thus, important guidance for policy makers in migrant-sending and migrant-receiving countries is missing. To shed light on how BSSAs work in practice, this document is part of a series providing information and lessons from studies of portability in four diverse but comparable migration corridors: Austria-Turkey, Germany-Turkey, Belgium-Morocco, and France-Morocco. A summary policy paper draws broader conclusions and offers overarching policy recommendations. This report looks specifically into the working of the Belgium-Morocco corridor. Findings suggest that the BSSA is broadly working well, with no main substantive issues in the area of pension portability, except for the non-portability of the noncontributory top-up pension and issues with widows’ pensions in case of divorce and repudiation, and in health care, the pending introduction of portable health care for retirees with single pensions from the other country. Process issues around information provision in Morocco and automation of information exchange are recognized.
Fuente: Banco Mundial
Clasificación: Ahorro Previsional
Tipo de Publicación: Documentos de Trabajo
Idioma:
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El impacto socioeconómico de la seguridad social
Autor: Damon, Julien; Asociación Internacional de la Seguridad Social (AISS)
Año: 2016
Resumen: In 2011, the International Social Security Association (ISSA) launched its project on social security in the BRICS countries (Brazil, Russia, India, China and South Africa). The project has prompted a number of important activities and produced a number of publications. These have permitted to discuss and document the innovative approaches taken by the five BRICS countries to address the challenges facing their respective social security systems.
Social security is a great undertaking, which impacts positively on the future of a nation and benefits all generations. The recent experiences of the BRICS and other countries demonstrate that universal national floors of social protection are not only achievable but also affordable, irrespective of a country’s level of development. Thereafter, countries should strive to progressively improve the quality of social security coverage. As the recent laureate of the triennial ISSA Award for Outstanding Achievement in Social Security, the Government of China has achieved spectacular progress towards universal health and pension coverage in a relatively short period. This success has been made possible by a combination of strong political commitment and significant administrative innovations.
This ISSA report has been prepared in collaboration with the ISSA member organizations in the BRICS countries on the occasion of the BRICS Labour and Employment Ministerial Meeting in Chongqing, China, 26–27 July 2017. Its main objective is to define the current and future sustainability challenges for social security programmes from the point of view of those who are directly involved in the management of social security programmes in the BRICS countries and to provide input regarding future activities under the BRICS Social Security Cooperation Framework.
We salute BRICS social security administrations’ commitment to sustaining and further extending social security protection in line with the objectives of the United Nations Sustainable Development Goals for 2030.
We are certain that the Ministerial Meeting will be a complete success with productive deliberations and strong conclusions, and look forward to further fruitful outcomes under the BRICS Social Security Cooperation Framework.
Fuente: Asociación Internacional de la Seguridad Social (AISS)
Clasificación: Seguridad Social y Sistemas de Pensiones
Tipo de Publicación: Informes
Idioma:
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Las Oportunidades y Desafíos de las Inversiones de los Fondos de Pensiones y del Ahorro Previsional Voluntario
Autor: Federación Internacional de Administradoras de Fondos de Pensiones (FIAP)
Año: 2016
Resumen: Capítulo I. Optimización de las Inversiones de los recursos previsionales.
Capítulo II. Desafíos Futuros para las Inversiones de los Fondos de Pensiones.
Capítulo III. Responsabilidad Social Empresarial y Gobiernos Corporativos.
Capítulo IV, Potenciando el Aporte del Ahorro Previsional Voluntario a las Provisión de Pensiones.
Fuente: Federación Internacional de Administradoras de Fondos de Pensiones (FIAP)
Clasificación: Fondos de Inversión
Tipo de Publicación: Libros
Idioma:
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Matching Contributions for Pensions: A Review of International Experience
Autor: Hinz, Richard; Holzmann, Robert; Tuesta, David; Takayama, Noriyuki
Año: 2016
Resumen: Establishing robust, equitable, and effective social protection is essential to reducing poverty and boosting prosperity at all levels of development. The demographic transition that has already transformed most high-income societies will exert similar and growing pressures on others, reinforcing the role of pensions and savings for old age as a central pillar of social protection systems. One possible solution that has emerged in recent years that offers the potential to overcome this challenge is the provision of contribution matches to provide an immediate and powerful incentive for participation in pension saving systems. Originating in several high-income settings there are now a number of innovations and substantial experience in low-income countries in using this design to stimulate coverage and savings. This experience now provides a rich opportunity for learning, not just from the longer experience of a few high-income countries but also the more meaningful South-South learning across developing countries.This volume, which reviews the experience with matching pension contributions across the range of countries that have used the design, makes an initial, but critically important investment in this learning process. The description and analysis of this experience which is the product of partnership and collaboration across many public and private institutions provide an invaluable early assessment of the design to inform policy makers and practitioners as well as serve as a model for the kind of cooperation that will be required to address this difficult challenge. At the World Bank, we look forward to being part of this learning process of how to best provide old-age security.
Fuente: Banco Mundial
Clasificación: Seguridad Social y Sistemas de Pensiones
Tipo de Publicación: Libros
Idioma:
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