Skip to main content

ETHNOS_APP

Home • Search • Journals • List 0

The use of replacement rates in international comparisons of benefit systems

Bibliographic Data

ID9971374
AuthorsPeter Whiteford (0000-0002-5963-6797, corresponding author)
Year1995
Volume48
Issue2
Pages3-30
Publication date1995-04-01
Peer ReviewedYes
Open AccessYes
TypeARTICLE
VenueInternational Social Security Review (JOURNAL)
Journal identifiersISSN: 0020-871X • E-ISSN: 1468-246X
PublisherWiley (PUBLISHER • GB)
DOI10.1111/j.1468-246x.1995.tb00427.x
OpenAlexW2003947276
LanguageEN
Citations received33
References cited10

Comparative studies of social security systems have increasingly turned towards the use of replacement rates as measures of the level of benefits in different countries and therefore of the degree of social protection afforded by different welfare systems. The rationale for this is that replacement rates provide consistent measures of the relative generosity of payments and therefore indicate the “quality” of social security systems. This article reviews the use of replacement rates in comparisons of the generosity of retirement pensions and argues that they are not necessarily reliable as such measures. This reflects a number of factors, including incomplete measurement of benefit packages and differences in what must be bought out of disposable incomes. Most importantly, the article suggests that the levels of earnings in different countries are not independent of the processes of redistribution. In particular, countries which rely on social security contributions from employers appear to provide more generous benefits than those which rely on income taxes or employee contributions. This is a consequence of the fact that employer contributions do not figure specifically in the calculation of replacement rates. The relative generosity of benefit systems is overstated in countries which rely on employer social security contributions to fund benefits. The article concludes that a range of complementary indicators of social security systems should be used in future analysis of these issues

Earnings · Economic growth · Economics · Generosity · International comparisons · Labour economics · Payment · Political science · Public economics · Redistribution (election · Social security · Welfare · Finance · Global Health Care Issues · Retirement, Disability, and Employment · Social Policy and Reform Studies

  • Social Assistance and Minimum Income Benefits

    Open Access•Jinxian Wang, Olaf Van Vliet•SSRN Electronic Journal•2014

  • Designing Social Security Systems

    Open Access•Andrew Podger, David Stanton et al.•Public Administration and…•2014

  • Familisation and defamilisation policy in 22 European countries

    Open Access•Piotr Michoń•Economics and Business Review/…•2008

  • A Race to the Bottom?

    Francis G Castles•The future of the welfare state•2004

  • The Future of the Welfare State

    Francis Geoffrey Castles•The future of the welfare state•2004

  • The Welfare Expenditure Debate

    Open Access•Peter Whiteford•The Economic and Labour Relations…•2006

  • Making a case for the rational, self‐regarding, ‘ethical’ voter… and solving the ‘Paradox of not voting’ in the process

    Open Access•Einar Overbye•European Journal of Political…•1995

  • Maternidade e aposentadoria no RGPS

    Open Access•Bianca Wiederkehr, Luís Eduardo Afonso•Revista Brasileira de Estudos de…•2022

  • The Changing Boundary Between Home and Market

    Open Access•Michael Bittman, George Matheson et al.•Work Employment and Society•1999

  • Individual and institutional determinants of multidimensional poverty

    Open Access•C Dewilde•Social Indicators Research•2007

  • The Time-Pressure Illusion

    Open Access•Robert E Goodin, James Mahmud Rice et al.•Social Indicators Research•2005

  • Different Types of Welfare States? A Methodological Deconstruction of Comparative Research

    Rebecca A Van Voorhis•The Journal of Sociology & Social…•2002

  • Australian Attitudes to Unemployment and Unemployed People

    Open Access•Tony Eardley, George Matheson•Australian Journal of Social Issues•2000

  • The institutional design of the Australian Welfare State

    Open Access•Francis G Castles•International Social Security…•1997

  • Élite opinion on retirement pensions

    Open Access•Vie George•International Social Security…•1996

  • On the convergence of social protection systems in the European Union

    Open Access•Peter A Cornelisse, Kees Goudswaard et al.•International Social Security…•2002

  • Between labour market and retirement pension — flexible transition as a new paradigm for ageing societies

    Open Access•Stephan Bredt•International Social Security…•2008

  • Income security in Nordic welfare states for men and women who died when aged 55–69 years old

    Open Access•Jon Ivar Elstad, Åsmund Hermansen et al.•Journal of International and…•2019

  • The political economy of social assistance and minimum income benefits

    Open Access•Olaf Van Vliet, Jinxian Wang•Comparative European Politics•2017

  • Social Assistance and Minimum Income Benefits

    Open Access•Jinxian Wang, Olaf Van Vliet•European Journal of Social Security•2016

  • Comparative social security

    John Dixon•Journal of Comparative Policy…•1998

  • The Increasing Financial Dependency of Young People on their Parents

    Open Access•Judy Schneider•Journal of Youth Studies•2000

  • Mechanisms of poverty alleviation

    Open Access•K Nelson•Journal of European Social Policy•2004

  • T he L and of the L ost L ong W eekend ? T rends in F ree T ime among W orking A ge A ustralians , 1974–1992

    Michael Bittman•Loisir et Société / Society and…•1998

  • Divergence within Convergence

    Olaf Van Vliet•Journal of European Integration•2010

  • Retracted Article

    Open Access•Kubilay Kaptan•Social Indicators Research•2016

  • Divorce and the Housing Movements of Owner-Occupiers

    C Dewilde•Housing Studies•2008

  • The trade-off between home-ownership and pensions

    Open Access•C Dewilde, Peter Raeymaeckers•Ageing and Society•2008

  • If it is adequate, it is not affordable

    Open Access•David Syam Budi Bakroh, Heikki Hiilamo•International Journal of…•2024

  • Comparing the Pension Promises of 30 OECD Countries

    Open Access•Monika Queisser, Edward Whitehouse•International Social Security…•2006

  • On the use of indicators of the generosity of unemployment compensation in quantitative cross-national research

    Open Access•Michael R Smith, Heather Zhang•International Journal of…•2011

  • Patterns of Welfare State Indicators in the EU

    Open Access•Koen Caminada, Kees Goudswaard et al.•JCMS Journal of Common Market…•2010

  • More than Cash

    Open Access•Sabine Israel•Social Indicators Research•2016

  • Body rights, social rights and the liberal welfare state

    Open Access•Sheila Shaver•Critical Social Policy•1994

  • Poverty in 1986

    Open Access•Russell Ross, Peter Whiteford•Australian Journal of Social Issues•1992

  • The Recognition of Wifely Labour by Welfare States

    Open Access•Sheila Shaver, Jonathan Bradshaw•Social Policy and Administration•1995

  • Benefits and incentives for lone parents

    Open Access•Peter Whiteford, Jonathan Bradshaw•International Social Security…•1994

  • Sole parent families in Australia

    Open Access•Peter Saunders, George Matheson•International Social Security…•1991

  • Child Support in the European Community

    Open Access•Jonathan Bradshaw, David Piachaud•Population•1982

  • The Three Worlds of Welfare Capitalism

    Philip J O''Connell, Philip J O’connell et al.•Social Forces•1991

  • Making Ends Meet in Australia and Sweden

    Open Access•Peter Saunders, B Hallerod et al.•Acta Sociologica•1994

  • Family Size Equivalence Scales and Survey Evaluations of Income and Well-Being

    Open Access•Bruce Bradbury•Journal of Social Policy•1989

  • Comparing Social Policies

    Open Access•Helen Bolderson•Journal of Social Policy•1988

Unique citing works33
Citations per year1,06
Citation span1995 - 2024 (30)
Citation velocityrecent
Highly citedNo
Citation typesNeutral: 33

Tools

Open DOISci-Hub
Ethnos_APP • Open Source Project • MIT License • Frontend v2.0.0 • Privacy and Cookies • API Documentation: api.ethnos.app/docs • API Source Code: GitHub • DOI: 10.5281/zenodo.17049435 • Frontend Source Code: GitHub • DOI: 10.5281/zenodo.17050053 • cruz.rio.br • Expectantes Misericordiae