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An Age Perspective On Economic Well Being And Social Protection In Nine Oecd Countries

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Author Info
Dang T
Immervoll H
Mantovani D
Orsini K
Sutherland H ()

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Abstract

This paper quantifies the economic well-being of different age groups and the extent of their reliance on incomes from public and private sources. The aim is to establish how social benefits, and the taxes needed to finance them, affect income levels and disparities across different age groups. Results are compared across nine OECD countries (Finland, France, Germany, Italy, Luxembourg, Norway, Sweden, United Kingdom and United States) using household microdata and microsimulation models to illustrate the influence of market income patterns, household structures and social protection measures on the income distribution among and between different age groups. We use information from the late 1990s to establish a distributional baseline that refers to an early phase of the projected increase in dependency ratios and also pre-dates some of the major reforms that are introduced to address these. Results even for this period show that social protection was already largely old-age protection, with those aged 65 and over typically receiving almost three times the (net) cash transfers of the average person. In most countries, the incidence of low incomes was nevertheless higher among old-age individuals than for the population as a whole. We argue, however, that the crosscountry evidence suggests some scope for re-balancing social protection spending without necessarily compromising distributional objectives.

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Paper provided by EUROMOD at the Institute for Social and Economic Research in its series EUROMOD Working Papers with number EM3/06.

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Date of creation: 01 Sep 2006
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Handle: RePEc:ese:emodwp:em3/06

Note: microsimulation, inequality, poverty, social protection, ageing, demographics
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Related research
Keywords: microsimulation; inequality; poverty; social protection; ageing; demographics;

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Find related papers by JEL classification:
C81 - Mathematical and Quantitative Methods - - Data Collection and Data Estimation Methodology; Computer Programs - - - Microeconomic Data
D31 - Microeconomics - - Distribution - - - Personal Income and Wealth Distribution
H22 - Public Economics - - Taxation, Subsidies, and Revenue - - - Incidence
H55 - Public Economics - - National Government Expenditures and Related Policies - - - Social Security and Public Pensions

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References listed on IDEAS
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  1. Holly Sutherland & Miles Corak & Christine Lietz, 2005. "The impact of tax and transfer systems on children in the European Union," Innocenti Working Papers inwopa05/30, UNICEF Innocenti Research Centre. [Downloadable!]
  2. Virginia Hernanz & Franck Malherbet & Michele Pellizzari, 2004. "Take-Up of Welfare Benefits in OECD Countries: A Review of the Evidence," OECD Social, Employment and Migration Working Papers 17, OECD, Directorate for Employment, Labour and Social Affairs. [Downloadable!]
  3. Sutherland H, 2001. "Final Report Euromod: An Integrated European Benefit Tax Model," EUROMOD Working Papers EM9/01, EUROMOD at the Institute for Social and Economic Research. [Downloadable!]
  4. Miles Corak & Christine Lietz & Holly Sutherland, 2005. "The Impact of Tax and Transfer Systems on Children in the European Union," IZA Discussion Papers 1589, Institute for the Study of Labor (IZA). [Downloadable!]
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  5. Gottschalk, Peter & Smeeding, Timothy M., 2000. "Empirical evidence on income inequality in industrialized countries," Handbook of Income Distribution, in: A.B. Atkinson & F. Bourguignon (ed.), Handbook of Income Distribution, edition 1, volume 1, chapter 5, pages 261-307 Elsevier. [Downloadable!] (restricted)
  6. James M. Williamson & Timothy Smeeding, 2004. "Sliding into Poverty? Cross-National Patterns of Income Source Change and Income Decay in Old Age," Working Papers, Center for Retirement Research at Boston College 2004-25, Center for Retirement Research. [Downloadable!]
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