Advertisement

Early Retirement: The Problems of “Instrument Substitution” and “Cost Shifting” and Their Implications for Restructuring the Process of Retirement

Conference paper

Abstract

The deterioration of the labour market in all OECD countries since the oil price shock of 1973 has brought with it a massive increase in early retirement. This is a result not only of discouraged older job seekers leaving the labour market for the more socially acceptable “alternative role” of early retiree, or, of persons eligible for disability benefits finding themselves forced by lack of work to exercise that option, but also of conscious policies by governments, backed by employers and trade unions (Casey and Bruche (1983), Casey (1984a), ISSA (1985)).

Keywords

Pension Fund Disability Pension Early Retirement Occupational Pension Public Pension Fund 
These keywords were added by machine and not by the authors. This process is experimental and the keywords may be updated as the learning algorithm improves.

Preview

Unable to display preview. Download preview PDF.

Unable to display preview. Download preview PDF.

References

  1. Arbetsmarknadsdepartementet (1983) Strukturbidrag — Ökat Arbetsgivaransvar vid Äldreav-gângar. Ds A 1983:18, Liber, StockholmGoogle Scholar
  2. Boaz, R. (1987) The 1983 Amendments to the Social Security Act: Will They Delay Retirement? A Summary of the Evidence. In: The Gerontologist, Vol. 27, No. 2, (Spring), pp. 151–155Google Scholar
  3. Casey, B. (1984a) Recent Trends in Retirement Policies and Practices in Europe and the USA: an alternative strategy. In: Robinson, P., J. Livingston and J. Birren (Eds.) Aging and Tech-An overview of programmes directed to the exclusion of older workers and a suggestion for nological Advances, Plenum Press, New York, pp. 125–137. Reprinted in Mendelsohn, R. (Ed.) Finance of Old Age, Centre for Federal Financial Relations, Australian National University, Canberra, 1986, pp. 121–132Google Scholar
  4. Casey, B. (1984b), Governmental Measures Promoting Part Time Work for Young Persons: case studies from Belgium, France, Great Britain, FR Germany and Sweden. Discussion Paper 11M/LMP 84–18, Wissenschaftszentrum BerlinGoogle Scholar
  5. Casey, B. (1985) Early Retirement Schemes with a Replacement Condition: Programmes and experiences in Belgium, France, Great Britain and the Federal Republic of Germany. Discussion Paper IIM/LMP 85–6 a, Wissenschaftszentrum Berlin (also in German)Google Scholar
  6. Casey, B. (1986) Some Implications for Policy. In: Ageing International, Vol. XIII, No. 4 (Autumn/Winter), pp. 35–36Google Scholar
  7. Casey, B. and G. Bruche (1983) Work or Retirement? Labour Market and Social Policy for Older Workers in France, Great Britain, The Netherlands, Sweden and the USA. Gower, Aldershot (also in German)Google Scholar
  8. Frank, D., R. Hara, G. Magnier and O. Villey (1982) Entreprises et contrats de solidarité de préretraite démission. In: Travail et Emploi, No. 13 (Juillet-Septembre) pp. 75–89Google Scholar
  9. GAO (1986) Retirement Before Age 65: Trends, Costs, and National Issues, Report to the Chairman, Select Committee on Aging of the House of Representatives, US General Accounting Office. GAO/HRD-86–86, Washington DCGoogle Scholar
  10. Haveman, R., V. Halberstadt, and R. Burkhauser (1984) Public Policy Toward Disabled Workers. Cornell Univ. Press, Ithaca, NYGoogle Scholar
  11. Hellberger, C. (1984) Kosten und Beschäftigungseffekte des Vorruhestands: Zwei Analysen zu dem Modell der Bundesregierung. Sonderforschungsbereich 3 (Arbeitspapier Nr. 135). J.W. Goethe-Universität Frankfurt und Universität MannheimGoogle Scholar
  12. Hempel, F. (1984), 59er-Regelung geändert, in Bundesarbeitsblatt, No. 7–8, pp. 8–12Google Scholar
  13. Hetzler, A. and K. Eriksson (1981) Ökad Förtids Pensionering: En rättscoiologisk analys. Ekna, LundGoogle Scholar
  14. ISSA (1985), Social Security, Unemployment and Premature Retirement. International Social Security Association. Studies and Research No. 22, GenevaGoogle Scholar
  15. Lynes, T. (1985) Paying for Pensions: The French Experience. Suntory-Toyota International Centre for Economics and Related Disciplines, London School of EconomicsGoogle Scholar
  16. Merceau, F. (1982) La retraite à 60 ans. In: Droit Social, No. 6 (Juin), pp. 452–464Google Scholar
  17. NAR (1987) Veralgemening van de pensiongerechtigde leeftijd op 65 jaar. Nationale Arbeids-raad (Advies Nr. 858), Brussel (also in French)Google Scholar
  18. OECD (1986) Labour Market Flexibility: Report of a High Level Group of Experts to the Secretary General. Organisation for Economic Cooperation and Development, Paris, 1986Google Scholar
  19. Pfaff, M. (1985) “Summing-up” in ISSA (1985), op.citGoogle Scholar
  20. Rein, M. and L. Rainwater (Eds.) The Public Private Interplay in Social Protection, a Comparative Study. Sharpe, White Plains, 1986Google Scholar
  21. Riksförsäkringsverket (1984) Delpension och rörlig pensionsâldor: en uppföljning och utvär-dering. StockholmGoogle Scholar
  22. Puth, J. (1986) Anmerkungen zum Vorruhestand. In: Arbeit und Sozialpolitik, No. 3, pp. 75–76Google Scholar
  23. SEDES (1979) Les conventions et accords de préretraite. In: Revue Française des Affaires Sociales. An. 33, No. 2, pp. 133–160Google Scholar
  24. van den Bosch, F. and C. Petersen (1983) Een economische analyse van de non-participatie-graad: de invloed van arbeidsongeschiktheid. In: van den Bosch, F. and C. Petersen (Eds.) Economie en arbeidsongeschicktheid: Analyse en beleid, Kluwer, Deventer, pp. 149–164Google Scholar

Copyright information

© Springer-Verlag Berlin Heidelberg 1989

Authors and Affiliations

There are no affiliations available

Personalised recommendations