Systemy emerytalne w Europie. Przypadek Szwecji

• Autorzy: Jarosław Poteraj

Warianty tytułu

Pension Systems in Europe. Case of Sweden Summary

• Języki publikacji: PL

Abstrakty

Celem badawczym autora jest prezentacja historycznych i aktualnych rozwiązań w szwedzkim systemie emerytalnym w celu odnalezienia w nim tych, które warto wykorzystywać w porównaniach międzynarodowych. Autor dokonuje oceny reformy szwedzkiego systemu emerytalnego, wskazując na jego ewolucję i jej przesłanki oraz omawia wady i zalety dotychczasowych rozwiązań(abstrakt oryginalny)

EN

The author's goal was to present both past and present solutions employed by the Swedish's pension system, in search for ideas worth consideration in international comparisons. Author analysis Swedish pension system evolution and presents strengths and weaknesses of present Swedish pension system.(original abstract)

Słowa kluczowe

PL

System emerytalny; Reforma systemu emerytalnego; Porównania międzynarodowe; Programy emerytalne

EN

Pension schemes; Pension system reform; International comparisons; Retirement programs

• Czasopismo: Współczesna Ekonomia
• Rocznik: 2008
• Tom: 2
• Numer: nr 2
• Strony: 19--35

Twórcy

autor

Jarosław Poteraj

• Państwowa Wyższa Szkoła Informatyki i Przedsiębiorczości w Łomży

Bibliografia

• Anderson K.M., Immergut E.M., Sweden: After Social Democratic Hegemony, [w:] The Handbook of Western European Pension Politics, Immergut E.M., Anderson K.M., Schulze I. (ed.), Oxford University Press, New York 2007.
• Granqvist L., Stahlberg A.-Ch., Occupational Pensions in Sweden from a Gender Perspective, [w:] Reforming Pensions in Europe. Evolution of Pension Financing and Sources of Retirement Income, Hughes G., Stewart J. (ed.), Edward Elgar, Cheltenham, UK - Northampton, MA, USA, 2004.
• Gronchi S., Nistico S., Implementing the NDC Theoretical Model: A Comparison of Italy and Sweden, [w:] Pension Reform: Issues and Prospect for Non-financial Defined Contribution (NDC) Schemes, Holzmann R., Palmer E. (ed.), The World Bank, Washington, D.C. 2006.
• Holzmann R., MacKellar L., Rutkowski M., Accelerating the European Pension Reform Agenda: Need, Progress, and Conceptual Underpinnings, [w:] Pension Reform in Europe: Process and Progress, Holzmann R., Orenstein M., Rutkowski M. (ed.), The World Bank - Directions in Development, Washington, D.C. 2003.
• Joint Report on Social Protection and Social Inclusion 2007. Social Inclusion, Pensions, Healthcare and Long Term Care, European Commission - Directorate-General for Employment, Social Affairs and Equal Opportunities Unit E2, Manuscript completed in March 2007, Luxemburg 2007.
• Konberg B., Palmer E., Sunden A., The NDC Reform in Sweden: The 1994 Legislation to the Present, [w:] Pension Reform: Issues and Prospect for Non-financial Defined Contribution (NDC) Schemes, Holzmann R., Palmer E. (ed.), The World Bank, Washington, D.C. 2006.
• Kruse A., Palmer E., The New Swedish Pension System - Financial Stability and the Central Government Budget, Paper presented at the Urban Institute's International Conference on Social Security Reform, 24 February 2006, dostęp pod adresem: http://www.urban.org/ toolkit/conference-papers/international-pensions/upload/AKruse_EPalmer.pdf.
• New scheme enables employees to choose how their pension contributions are invested, artykuł z 28 listopada 1998, dostęp pod adresem: http://www.eurofound.europa.eu/eiro/1998/11/ feature/se9811120f.htm, dostęp 30 stycznia 2008.
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• Pension Reform: Issues and Prospect for Non-financial Defined Contribution (NDC) Schemes, Holzmann R., Palmer E. (ed.), The World Bank, Washington, D.C. 2006.
• Pension Reform in Europe: Process and Progress, Holzmann R., Orenstein M., Rutkowski M. (ed.), The World Bank - Directions in Development, Washington, D.C. 2003.
• Pension Security in the 21st Century. Redrawing the Public-Private Debate, Clark G.L., Whiteside N. (ed.), Oxford University Press Inc., New York 2005.
• Public Finances in Sweden 2006. 12. The old-age pension system (2007), Statistics Sweden, dostęp pod adresem: http://w41.scb.se/statistik/_publikationer/0E0903_2004A01_BR_16_ OE06SA0602.pdf.
• Reform and Perspectives on Social Insurance: Lessons from the East and West, Ming-Cheng Kuo, Zacher H.F., Hou-Sheng Chan (ed.), Kluwer Law International - Studies in Employment and Social Policy, The Hague/London/New York 2002.
• Reforming Pensions in Europe. Evolution of Pension Financing and Sources of Retirement Income, Hughes G., Stewart J. (ed.), Edward Elgar, Cheltenham, UK - Northampton, MA, USA 2004.
• Schludi M., The Reform of Bismarckian Pension Systems: A Comparison of Pension Politics in Austria, France, Germany, Italy and Sweden, Amsterdam University Press - Changing Welfare States Series, Amsterdam 2005.
• Social Security Pension Reform in Europe, Feldstein M., Siebert H. (ed.), The University of Chicago Press, Chicago and London 2002.
• Social Security Programs and Retirement around the World. Micro-Estimation, Gruber J., Wise D.A. (ed.), The University of Chicago Press, Chicago and London 2004.
• Social Security Programs Throughout the World: Europe 2006, Social Security Administration Office of Policy Office of Research, Evaluation, and Statistics, SSA Publication No. 1311801, September 2006, Washington, DC 2006.
• Synthesis report on adequate and sustainable pensions. Annex. Country summaries (2006), Commission Staff Working Document dostępny pod adresem: http://ec.europa.eu/employment_ social/social_protection/docs/2006/sec_2006_304_annex_en.pdf. Systemy emerytalne w krajach Unii Europejskiej, Szumlicz T., Żukowski M. (red.), TWIGGER, Warszawa 2004.
• Szumlicz T., System emerytalny w Szwecji, [w:] Systemy emerytalne w krajach Unii Europejskiej, Szumlicz T., Żukowski M. (red.), TWIGGER, Warszawa 2004.
• The Handbook of Western European Pension Politics, Immergut E.M., Anderson K.M., Schulze I. (ed.), Oxford University Press, New York 2007.
• The Swedish National Strategy Report on Adequate and Sustainable Pensions (2005), Regering- skansliet, July 2005, dostęp pod adresem: http://ec.europa.eu/employment_social/social_ protection/docs/2005/sv_en.pdf ;
• Wadensjo E., Social Insurance in Sweden: The Swedish Model and Its Challenge in the 21st Century, [w:] Reform and Perspectives on Social Insurance: Lessons from the East and West, Ming-Cheng Kuo, Zacher H.F., Hou-Sheng Chan (ed.), Kluwer Law International - Studies in Employment and Social Policy, The Hague/London/New York 2002.
• Whitehouse E., Pensions Panorama. Retirement-Income Systems in 53 Countries, The World Bank, Washington, D.C. 2007.
• Wielka Encyklopedia PWN, Wydawnictwo Naukowe PWN, Warszawa 2005.
• Wiśniewski J., Ewolucja szwedzkiego i brytyjskiego modelu polityki społecznej w latach 1993-2003, Oficyna Wydawnicza ASPRA-JR, Warszawa 2005.
• Żukowski M., Reformy emerytalne w Europie, Wydawnictwo Akademii Ekonomicznej w Poznaniu, Poznań 2006.