A “Swedish” actuarial balance for a notional defined contribution pension scheme with disability and minimum pension benefits
Bibliographic Data
| ID | 9971444 |
|---|---|
| Authors | Juan Manuel Pérez‐salamero González (0000-0001-7710-4869, Universitat de València), Manuel Ventura‐Marco (0000-0002-4510-7499, University of Valencia Spain), C Vidal-Meliá (0000-0002-7227-5076, University of Valencia Spain, corresponding author) |
| Year | 2017 |
| Volume | 70 |
| Issue | 3 |
| Pages | 79-104 |
| Publication date | 2017-07-01 |
| Peer Reviewed | Yes |
| Open Access | Yes |
| Type | ARTICLE |
| Venue | International Social Security Review (JOURNAL) |
| Journal identifiers | ISSN: 0020-871X • E-ISSN: 1468-246X |
| Publisher | Wiley (PUBLISHER • GB) |
| DOI | 10.1111/issr.12143 |
| OpenAlex | W2765135948 |
| Language | EN |
| Citations received | 3 |
| References cited | 29 |
This article proposes a “Swedish” type actuarial balance sheet (ABS) for a notional defined contribution (NDC) scheme with disability and minimum pension benefits. The proposed ABS splits the pension system in two parts: the pure NDC part and the redistributive part, which includes the assets and liabilities originating from non‐contributory rights. The article contains a numerical example that sheds light on the real applicability of our proposal. The model has practical implications that could be of interest to policy‐makers, given that it integrates actuarial and social aspects of public pensions and discloses the real cost of redistribution through minimum pensions
Actuarial science · Balance (ability · Balance sheet · Disability pension · Economics · Notional amount · Pension · Political science · Redistribution (election · Sociology · Finance · Financial Literacy, Pension, Retirement Analysis · Global Health Care Issues · Insurance, Mortality, Demography, Risk Management · Law · Medicine
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| Unique citing works | 3 |
|---|---|
| Citations per year | 0,33 |
| Citation span | 2017 - 2021 (5) |
| Citation velocity | historical |
| Highly cited | No |
| Citation types | Neutral: 3 |