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Portability of pension, health, and other social benefits : facts, concepts, issues (Inglês)

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.


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    Holzmann, Robert Koettl, Johannes

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    Portability of pension, health, and other social benefits : facts, concepts, issues

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    social protection status of migrants;access to health care benefits;access to basic health care;acquired right;social protection for migrants;Internal rate of return;social risk management instrument;access to social protection;portability of pension rights;formal risk management instruments;migration for employment;Present Value of Benefits;access to social security;national social security scheme;number of international migrants;health care for migrants;economic and social policy;social security agreement;country of residency;portability of benefits;social policy objectives;social security system;social insurance benefit;social security rights;social insurance program;private sector arrangement;portable social benefits;national pension scheme;social protection instrument;benefit design;long-term social security;cross border mobility;human resource policy;human resource policies;implicit tax rate;social security institutions;informal risk management;bonds as collateral;rates of return;social protection framework;bilateral migrant stocks;global migrant stock;diversification of risks;south-south migration flows;risk management strategy;risk management arrangements;informal labor market;bilateral social security;bilateral portability arrangement;labor market condition;labor force growth;lack of portability;health care cost;increase in labor;health care system;increase in population;domestic policy objective;unemployment benefit program;flat rate contribution;social insurance scheme;blue collar worker;age of child;health care coverage;general tax revenues;inflow of migrants;fair insurance premium;social security coverage;health care expenditure;actuarially fair insurance;care of child;child care benefit;labor market decision;expected present value;labor market pressures;home country;labor mobility;risk pool;home countries;bilateral agreement;disability benefit;old-age pension;portability regime;family benefit;social policies;undocumented migrant;labor movement;redistributive element;efficiency considerations;risk profile;insurance component;benefit formula;human rights;legal migrant;portability issues;multilateral agreement;return migrant;contribution period;Work Injury;policy option;migrant worker;social assistance;transfer amount;old-age benefit;Labor migration;emigrant stock;unilateral action;property right;defined benefit;conceptual framework;bilateral arrangement;long-term benefits;working life;national legislation;international convention;unemployment insurance;Population Aging;young age;budget constraint;high share;budget balance;family allowance;tax treatment;accrual rate;pension benefit;older worker;short-term risk;contributory scheme;survivor benefit;social right;benefit structure;advocacy work;individual account;savings account;narrow interest;debt instrument;disability insurance;occupational disease;invalidity benefit;maternity benefit;government resource;welfare state;tax payment;international instrument;written comment;actuarial value;contribution collection;voluntary basis;reserve fund;defined contributions;financial asset;long-term care;future risks;Research Support;fixed share;strategic approach;work leave;windfall profit;excess expenditure;consumption smoothing;temporary migrant;increasing share;individual level;international level;health expenditure;program objectives;efficiency concerns;tax structure;benefit portability;social outcome;explicit transfer;income replacement;high unemployment;administrative arrangement;moral hazard;severance pay;informal sector;multilateral level;benefit scheme;individual mobility;labor supply;contribution requirement;tax financing;natural catastrophe;risk coping;risk prevention;unemployment pressure;migration management;Armed Conflict;macroeconomic shock;public intervention;extended family;expected unemployment;climatic change;health program;skill profile;Health Workers;global estimate;illegal migrant;accrued benefit;short-term benefits;undocumented migration;Immigration policy



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