Portability of Pension, Health, and Other Social Benefits : Facts, Concepts, Issues

Portability of social benefits across professions and countries is an increasing concern for individuals and policy makers. Lacking or incomplete transfers of acquired social rights are feared to negatively impact individual labor market decisions...

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Main Authors: Holzmann, Robert, Koettl, Johannes
Format: Working Paper
Language:English
en_US
Published: World Bank, Washington, DC 2017
Subjects:
EU
TAX
Online Access:http://documents.worldbank.org/curated/en/613941468170350968/Portability-of-pension-health-and-other-social-benefits-facts-concepts-issues
http://hdl.handle.net/10986/27338
id okr-10986-27338
recordtype oai_dc
repository_type Digital Repository
institution_category Foreign Institution
institution Digital Repositories
building World Bank Open Knowledge Repository
collection World Bank
language English
en_US
topic ACCESS TO HEALTH CARE
ACCRUAL RATE
ACCRUAL RATES
ACCUMULATED SAVINGS
ADVOCACY
AGING
ANNUITY
ARBITRAGE
ARMED CONFLICTS
BASIC HEALTH CARE
BASIC PENSION
BASIC PENSIONS
BENEFICIARY
BENEFIT FORMULA
BENEFIT LEVEL
BENEFIT LEVELS
BENEFIT PAYMENT
BENEFIT SCHEMES
BONDS
BUDGET CONSTRAINT
CAPITAL MARKET
CASH TRANSFERS
CENSUSES
CHILD CARE
CITIZEN
COLLATERAL
COMPENSATION
CONSUMPTION SMOOTHING
CONTRIBUTION COLLECTION
CONTRIBUTION PAYMENTS
CONTRIBUTION PERIOD
CONTRIBUTION PERIODS
CONTRIBUTION RATE
CONTRIBUTION RATES
COURT
DEBT
DEBT INSTRUMENTS
DEFINED BENEFIT
DEFINED BENEFIT SCHEME
DEFINED CONTRIBUTION SYSTEMS
DEFINED CONTRIBUTIONS
DISABILITY
DISABILITY PENSIONS
DISBURSEMENT
DISCRIMINATION
DISEASES
DIVORCES
DOMINANCE
ECONOMIC GROWTH
ECONOMIC INTEGRATION
ELDERLY
EU
EU DIRECTIVE
EU DIRECTIVES
EXPENDITURE
EXPENDITURES
EXTENDED FAMILY
FAMILIES
FAMILY MEMBERS
FINANCIAL ASSETS
FINANCIAL CAPITAL
FLAT RATE CONTRIBUTIONS
FUNDED SCHEMES
FUTURE PENSION
GLOBAL COMMISSION
GLOBALIZATION
HEALTH CARE
HEALTH CARE SYSTEM
HEALTH CARE SYSTEMS
HEALTH RISKS
HEALTH WORKERS
HOME
HOME COUNTRIES
HOST COUNTRIES
HOST COUNTRY
HUMAN DEVELOPMENT
HUMAN RESOURCE
HUMAN RIGHTS
ILLEGAL MIGRANTS
IMMIGRATION
IMMIGRATION POLICY
IMPLICIT TAX
INCOME LEVEL
INCOME LEVELS
INDIVIDUAL ACCOUNT
INDIVIDUAL ACCOUNTS
INFORMAL SECTOR
INSTRUMENT
INSURANCE PREMIUM
INSURANCE SCHEMES
INTEREST RATE
INTERNAL RATE OF RETURN
INTERNATIONAL AGREEMENTS
INTERNATIONAL CONVENTIONS
INTERNATIONAL INSTRUMENTS
INTERNATIONAL LABOR ORGANIZATION
INTERNATIONAL MIGRATION
INTERNATIONAL MOBILITY
INTERNATIONAL SWAP
INVENTORY
JUSTICE
LABOR FORCE
LABOR MARKET
LABOR MARKETS
LABOR MIGRANTS
LABOR SUPPLY
LEGAL FRAMEWORK
LEGISLATION
LIABILITY
LIFETIME EARNINGS
LONG-TERM CARE
LOW-INCOME COUNTRIES
MARKET CONDITIONS
MARKET FAILURE
MIGRANT
MIGRANT WORKERS
MIGRANTS
MIGRATION
MIGRATION FLOWS
MIGRATION FOR EMPLOYMENT
MIGRATION ISSUES
MINIMUM BENEFIT
MINIMUM BENEFIT GUARANTEES
MINIMUM INCOME
MORAL HAZARDS
MORBIDITY
MORTALITY
MULTILATERAL AGREEMENTS
MULTILATERAL ARRANGEMENTS
NATIONAL LEGISLATION
NATIONAL PENSION
NATIONALS
NUMBER OF INTERNATIONAL MIGRANTS
OCCUPATIONAL PENSIONS
OCCUPATIONAL SCHEMES
OLD AGE
OLD-AGE
OLD-AGE PENSION
OLD-AGE PENSIONS
PENSION
PENSION AT RETIREMENT
PENSION BENEFIT
PENSION BENEFITS
PENSION CONTRIBUTION
PENSION CONTRIBUTIONS
PENSION FRAMEWORK
PENSION REFORMS
PENSION RIGHTS
PENSION SCHEME
PENSION SCHEMES
PENSION SERVICE
PENSION SYSTEM
PENSION SYSTEMS
PENSIONERS
PENSIONS
PERSONAL INCOME
PILLAR BENEFIT
POLICY ANALYSIS
POLICY MAKERS
PROGRESS
PROPERTY RIGHTS
PUBLIC PENSION
PURCHASING POWER
RATES OF RETURN
REGIONAL AGREEMENTS
REMITTANCE
REMITTANCES
REPAYMENT
RESERVE
RESERVE FUND
RESERVES
RESPECT
RETIREE
RETIREES
RETIREMENT
RETIREMENT ACCOUNT
RETIREMENT AGE
RETIREMENT DECISIONS
RETIREMENT INCOME
RETIREMENT INCOME PROVISIONS
RETIREMENT PENSIONS
RETURN
RETURNS
RISK CONTROL
RISK MANAGEMENT
RISK MANAGEMENT STRATEGIES
RISK POOLING
RISK PROFILE
RISK PROFILES
SAVINGS ACCOUNT
SECURITY AGREEMENTS
SERVICE PROVIDER
SERVICE PROVIDERS
SOCIAL ASSISTANCE
SOCIAL INSURANCE
SOCIAL INSURANCE BENEFITS
SOCIAL INSURANCE PROGRAMS
SOCIAL PENSION
SOCIAL PENSIONS
SOCIAL POLICY
SOCIAL PROGRAMS
SOCIAL PROTECTION
SOCIAL SECURITY
SOCIAL SECURITY BENEFITS
SOCIAL SECURITY SYSTEM
SOCIAL SECURITY SYSTEMS
SOCIAL SERVICES
SOCIAL SERVICES FOR MIGRANTS
SOLVENCY
STOCKS
SUPPLEMENTARY PENSION
SUPPLEMENTARY PENSIONS
TAX
TAX DEDUCTION
TAX FINANCING
TAX RATES
TAX TREATMENT
TEMPORARY MIGRANTS
UNDOCUMENTED MIGRANTS
UNDOCUMENTED MIGRATION
UNEMPLOYMENT
VOLUNTARY PENSIONS
WELFARE STATE
WILL
WORK FORCE
WORKERS
WORLD POPULATION
YOUNG AGE
spellingShingle ACCESS TO HEALTH CARE
ACCRUAL RATE
ACCRUAL RATES
ACCUMULATED SAVINGS
ADVOCACY
AGING
ANNUITY
ARBITRAGE
ARMED CONFLICTS
BASIC HEALTH CARE
BASIC PENSION
BASIC PENSIONS
BENEFICIARY
BENEFIT FORMULA
BENEFIT LEVEL
BENEFIT LEVELS
BENEFIT PAYMENT
BENEFIT SCHEMES
BONDS
BUDGET CONSTRAINT
CAPITAL MARKET
CASH TRANSFERS
CENSUSES
CHILD CARE
CITIZEN
COLLATERAL
COMPENSATION
CONSUMPTION SMOOTHING
CONTRIBUTION COLLECTION
CONTRIBUTION PAYMENTS
CONTRIBUTION PERIOD
CONTRIBUTION PERIODS
CONTRIBUTION RATE
CONTRIBUTION RATES
COURT
DEBT
DEBT INSTRUMENTS
DEFINED BENEFIT
DEFINED BENEFIT SCHEME
DEFINED CONTRIBUTION SYSTEMS
DEFINED CONTRIBUTIONS
DISABILITY
DISABILITY PENSIONS
DISBURSEMENT
DISCRIMINATION
DISEASES
DIVORCES
DOMINANCE
ECONOMIC GROWTH
ECONOMIC INTEGRATION
ELDERLY
EU
EU DIRECTIVE
EU DIRECTIVES
EXPENDITURE
EXPENDITURES
EXTENDED FAMILY
FAMILIES
FAMILY MEMBERS
FINANCIAL ASSETS
FINANCIAL CAPITAL
FLAT RATE CONTRIBUTIONS
FUNDED SCHEMES
FUTURE PENSION
GLOBAL COMMISSION
GLOBALIZATION
HEALTH CARE
HEALTH CARE SYSTEM
HEALTH CARE SYSTEMS
HEALTH RISKS
HEALTH WORKERS
HOME
HOME COUNTRIES
HOST COUNTRIES
HOST COUNTRY
HUMAN DEVELOPMENT
HUMAN RESOURCE
HUMAN RIGHTS
ILLEGAL MIGRANTS
IMMIGRATION
IMMIGRATION POLICY
IMPLICIT TAX
INCOME LEVEL
INCOME LEVELS
INDIVIDUAL ACCOUNT
INDIVIDUAL ACCOUNTS
INFORMAL SECTOR
INSTRUMENT
INSURANCE PREMIUM
INSURANCE SCHEMES
INTEREST RATE
INTERNAL RATE OF RETURN
INTERNATIONAL AGREEMENTS
INTERNATIONAL CONVENTIONS
INTERNATIONAL INSTRUMENTS
INTERNATIONAL LABOR ORGANIZATION
INTERNATIONAL MIGRATION
INTERNATIONAL MOBILITY
INTERNATIONAL SWAP
INVENTORY
JUSTICE
LABOR FORCE
LABOR MARKET
LABOR MARKETS
LABOR MIGRANTS
LABOR SUPPLY
LEGAL FRAMEWORK
LEGISLATION
LIABILITY
LIFETIME EARNINGS
LONG-TERM CARE
LOW-INCOME COUNTRIES
MARKET CONDITIONS
MARKET FAILURE
MIGRANT
MIGRANT WORKERS
MIGRANTS
MIGRATION
MIGRATION FLOWS
MIGRATION FOR EMPLOYMENT
MIGRATION ISSUES
MINIMUM BENEFIT
MINIMUM BENEFIT GUARANTEES
MINIMUM INCOME
MORAL HAZARDS
MORBIDITY
MORTALITY
MULTILATERAL AGREEMENTS
MULTILATERAL ARRANGEMENTS
NATIONAL LEGISLATION
NATIONAL PENSION
NATIONALS
NUMBER OF INTERNATIONAL MIGRANTS
OCCUPATIONAL PENSIONS
OCCUPATIONAL SCHEMES
OLD AGE
OLD-AGE
OLD-AGE PENSION
OLD-AGE PENSIONS
PENSION
PENSION AT RETIREMENT
PENSION BENEFIT
PENSION BENEFITS
PENSION CONTRIBUTION
PENSION CONTRIBUTIONS
PENSION FRAMEWORK
PENSION REFORMS
PENSION RIGHTS
PENSION SCHEME
PENSION SCHEMES
PENSION SERVICE
PENSION SYSTEM
PENSION SYSTEMS
PENSIONERS
PENSIONS
PERSONAL INCOME
PILLAR BENEFIT
POLICY ANALYSIS
POLICY MAKERS
PROGRESS
PROPERTY RIGHTS
PUBLIC PENSION
PURCHASING POWER
RATES OF RETURN
REGIONAL AGREEMENTS
REMITTANCE
REMITTANCES
REPAYMENT
RESERVE
RESERVE FUND
RESERVES
RESPECT
RETIREE
RETIREES
RETIREMENT
RETIREMENT ACCOUNT
RETIREMENT AGE
RETIREMENT DECISIONS
RETIREMENT INCOME
RETIREMENT INCOME PROVISIONS
RETIREMENT PENSIONS
RETURN
RETURNS
RISK CONTROL
RISK MANAGEMENT
RISK MANAGEMENT STRATEGIES
RISK POOLING
RISK PROFILE
RISK PROFILES
SAVINGS ACCOUNT
SECURITY AGREEMENTS
SERVICE PROVIDER
SERVICE PROVIDERS
SOCIAL ASSISTANCE
SOCIAL INSURANCE
SOCIAL INSURANCE BENEFITS
SOCIAL INSURANCE PROGRAMS
SOCIAL PENSION
SOCIAL PENSIONS
SOCIAL POLICY
SOCIAL PROGRAMS
SOCIAL PROTECTION
SOCIAL SECURITY
SOCIAL SECURITY BENEFITS
SOCIAL SECURITY SYSTEM
SOCIAL SECURITY SYSTEMS
SOCIAL SERVICES
SOCIAL SERVICES FOR MIGRANTS
SOLVENCY
STOCKS
SUPPLEMENTARY PENSION
SUPPLEMENTARY PENSIONS
TAX
TAX DEDUCTION
TAX FINANCING
TAX RATES
TAX TREATMENT
TEMPORARY MIGRANTS
UNDOCUMENTED MIGRANTS
UNDOCUMENTED MIGRATION
UNEMPLOYMENT
VOLUNTARY PENSIONS
WELFARE STATE
WILL
WORK FORCE
WORKERS
WORLD POPULATION
YOUNG AGE
Holzmann, Robert
Koettl, Johannes
Portability of Pension, Health, and Other Social Benefits : Facts, Concepts, Issues
relation SP Discussion Paper;No. 1110
description Portability of social benefits across professions and countries is an increasing concern for individuals and policy makers. Lacking or incomplete transfers of acquired social rights are feared to negatively impact individual labor market decisions as well as capacity to address social risks with consequences for economic and social outcomes. The paper gives a fresh and provocative look on the international perspective of the topic that has so far been dominated by social policy lawyers working within the framework of bilateral agreements; the input by economists has been very limited. It offers an analytical framework for portability analysis that suggests separating the risk pooling, (implicit or actual) pre-funding and redistributive elements in the benefit design and explores the proposed alternative approach for pensions and health care benefits. This promising approach may serve both as a substitute and complement to bi- and multilateral agreements.
format Working Paper
author Holzmann, Robert
Koettl, Johannes
author_facet Holzmann, Robert
Koettl, Johannes
author_sort Holzmann, Robert
title Portability of Pension, Health, and Other Social Benefits : Facts, Concepts, Issues
title_short Portability of Pension, Health, and Other Social Benefits : Facts, Concepts, Issues
title_full Portability of Pension, Health, and Other Social Benefits : Facts, Concepts, Issues
title_fullStr Portability of Pension, Health, and Other Social Benefits : Facts, Concepts, Issues
title_full_unstemmed Portability of Pension, Health, and Other Social Benefits : Facts, Concepts, Issues
title_sort portability of pension, health, and other social benefits : facts, concepts, issues
publisher World Bank, Washington, DC
publishDate 2017
url http://documents.worldbank.org/curated/en/613941468170350968/Portability-of-pension-health-and-other-social-benefits-facts-concepts-issues
http://hdl.handle.net/10986/27338
_version_ 1764464171237244928
spelling okr-10986-273382021-04-23T14:04:41Z Portability of Pension, Health, and Other Social Benefits : Facts, Concepts, Issues Holzmann, Robert Koettl, Johannes ACCESS TO HEALTH CARE ACCRUAL RATE ACCRUAL RATES ACCUMULATED SAVINGS ADVOCACY AGING ANNUITY ARBITRAGE ARMED CONFLICTS BASIC HEALTH CARE BASIC PENSION BASIC PENSIONS BENEFICIARY BENEFIT FORMULA BENEFIT LEVEL BENEFIT LEVELS BENEFIT PAYMENT BENEFIT SCHEMES BONDS BUDGET CONSTRAINT CAPITAL MARKET CASH TRANSFERS CENSUSES CHILD CARE CITIZEN COLLATERAL COMPENSATION CONSUMPTION SMOOTHING CONTRIBUTION COLLECTION CONTRIBUTION PAYMENTS CONTRIBUTION PERIOD CONTRIBUTION PERIODS CONTRIBUTION RATE CONTRIBUTION RATES COURT DEBT DEBT INSTRUMENTS DEFINED BENEFIT DEFINED BENEFIT SCHEME DEFINED CONTRIBUTION SYSTEMS DEFINED CONTRIBUTIONS DISABILITY DISABILITY PENSIONS DISBURSEMENT DISCRIMINATION DISEASES DIVORCES DOMINANCE ECONOMIC GROWTH ECONOMIC INTEGRATION ELDERLY EU EU DIRECTIVE EU DIRECTIVES EXPENDITURE EXPENDITURES EXTENDED FAMILY FAMILIES FAMILY MEMBERS FINANCIAL ASSETS FINANCIAL CAPITAL FLAT RATE CONTRIBUTIONS FUNDED SCHEMES FUTURE PENSION GLOBAL COMMISSION GLOBALIZATION HEALTH CARE HEALTH CARE SYSTEM HEALTH CARE SYSTEMS HEALTH RISKS HEALTH WORKERS HOME HOME COUNTRIES HOST COUNTRIES HOST COUNTRY HUMAN DEVELOPMENT HUMAN RESOURCE HUMAN RIGHTS ILLEGAL MIGRANTS IMMIGRATION IMMIGRATION POLICY IMPLICIT TAX INCOME LEVEL INCOME LEVELS INDIVIDUAL ACCOUNT INDIVIDUAL ACCOUNTS INFORMAL SECTOR INSTRUMENT INSURANCE PREMIUM INSURANCE SCHEMES INTEREST RATE INTERNAL RATE OF RETURN INTERNATIONAL AGREEMENTS INTERNATIONAL CONVENTIONS INTERNATIONAL INSTRUMENTS INTERNATIONAL LABOR ORGANIZATION INTERNATIONAL MIGRATION INTERNATIONAL MOBILITY INTERNATIONAL SWAP INVENTORY JUSTICE LABOR FORCE LABOR MARKET LABOR MARKETS LABOR MIGRANTS LABOR SUPPLY LEGAL FRAMEWORK LEGISLATION LIABILITY LIFETIME EARNINGS LONG-TERM CARE LOW-INCOME COUNTRIES MARKET CONDITIONS MARKET FAILURE MIGRANT MIGRANT WORKERS MIGRANTS MIGRATION MIGRATION FLOWS MIGRATION FOR EMPLOYMENT MIGRATION ISSUES MINIMUM BENEFIT MINIMUM BENEFIT GUARANTEES MINIMUM INCOME MORAL HAZARDS MORBIDITY MORTALITY MULTILATERAL AGREEMENTS MULTILATERAL ARRANGEMENTS NATIONAL LEGISLATION NATIONAL PENSION NATIONALS NUMBER OF INTERNATIONAL MIGRANTS OCCUPATIONAL PENSIONS OCCUPATIONAL SCHEMES OLD AGE OLD-AGE OLD-AGE PENSION OLD-AGE PENSIONS PENSION PENSION AT RETIREMENT PENSION BENEFIT PENSION BENEFITS PENSION CONTRIBUTION PENSION CONTRIBUTIONS PENSION FRAMEWORK PENSION REFORMS PENSION RIGHTS PENSION SCHEME PENSION SCHEMES PENSION SERVICE PENSION SYSTEM PENSION SYSTEMS PENSIONERS PENSIONS PERSONAL INCOME PILLAR BENEFIT POLICY ANALYSIS POLICY MAKERS PROGRESS PROPERTY RIGHTS PUBLIC PENSION PURCHASING POWER RATES OF RETURN REGIONAL AGREEMENTS REMITTANCE REMITTANCES REPAYMENT RESERVE RESERVE FUND RESERVES RESPECT RETIREE RETIREES RETIREMENT RETIREMENT ACCOUNT RETIREMENT AGE RETIREMENT DECISIONS RETIREMENT INCOME RETIREMENT INCOME PROVISIONS RETIREMENT PENSIONS RETURN RETURNS RISK CONTROL RISK MANAGEMENT RISK MANAGEMENT STRATEGIES RISK POOLING RISK PROFILE RISK PROFILES SAVINGS ACCOUNT SECURITY AGREEMENTS SERVICE PROVIDER SERVICE PROVIDERS SOCIAL ASSISTANCE SOCIAL INSURANCE SOCIAL INSURANCE BENEFITS SOCIAL INSURANCE PROGRAMS SOCIAL PENSION SOCIAL PENSIONS SOCIAL POLICY SOCIAL PROGRAMS SOCIAL PROTECTION SOCIAL SECURITY SOCIAL SECURITY BENEFITS SOCIAL SECURITY SYSTEM SOCIAL SECURITY SYSTEMS SOCIAL SERVICES SOCIAL SERVICES FOR MIGRANTS SOLVENCY STOCKS SUPPLEMENTARY PENSION SUPPLEMENTARY PENSIONS TAX TAX DEDUCTION TAX FINANCING TAX RATES TAX TREATMENT TEMPORARY MIGRANTS UNDOCUMENTED MIGRANTS UNDOCUMENTED MIGRATION UNEMPLOYMENT VOLUNTARY PENSIONS WELFARE STATE WILL WORK FORCE WORKERS WORLD POPULATION YOUNG AGE Portability of social benefits across professions and countries is an increasing concern for individuals and policy makers. Lacking or incomplete transfers of acquired social rights are feared to negatively impact individual labor market decisions as well as capacity to address social risks with consequences for economic and social outcomes. The paper gives a fresh and provocative look on the international perspective of the topic that has so far been dominated by social policy lawyers working within the framework of bilateral agreements; the input by economists has been very limited. It offers an analytical framework for portability analysis that suggests separating the risk pooling, (implicit or actual) pre-funding and redistributive elements in the benefit design and explores the proposed alternative approach for pensions and health care benefits. This promising approach may serve both as a substitute and complement to bi- and multilateral agreements. 2017-06-27T16:22:18Z 2017-06-27T16:22:18Z 2011-05 Working Paper http://documents.worldbank.org/curated/en/613941468170350968/Portability-of-pension-health-and-other-social-benefits-facts-concepts-issues http://hdl.handle.net/10986/27338 English en_US SP Discussion Paper;No. 1110 CC BY 3.0 IGO http://creativecommons.org/licenses/by/3.0/igo World Bank World Bank, Washington, DC Publications & Research :: Working Paper Publications & Research