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Pension principles in the Swedish pension system

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  • Johannes Hagen

Abstract

This article analyses the role of pension principles of funding and benefit provision for the development of the Swedish pension system. Focusing on four major public pension reforms in the twentieth century, it discusses why certain pension principles were used and under what circumstances they were more or less likely to change. The analysis shows that change was implemented to a large extent as a response to the previous pension system failing to fulfil its intended purpose in terms of financial stability, work incentives and redistribution.

Suggested Citation

  • Johannes Hagen, 2017. "Pension principles in the Swedish pension system," Scandinavian Economic History Review, Taylor & Francis Journals, vol. 65(1), pages 28-51, January.
    • Handle: RePEc:taf:sehrxx:v:65:y:2017:i:1:p:28-51
    DOI: 10.1080/03585522.2016.1269670
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    References listed on IDEAS

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    1. Virpi Timonen, 2003. "Restructuring the Welfare State," Books, Edward Elgar Publishing, number 2851.
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    Cited by:

    1. Hagen, Johannes & Malisa, Amedeus, 2022. "Financial fraud and individual investment behavior," Journal of Economic Behavior & Organization, Elsevier, vol. 203(C), pages 593-626.
    2. Johannes Hagen & Daniel Hallberg & Gabriella Sjögren, 2022. "A Nudge to Quit? The Effect of a Change in Pension Information on Annuitisation, Labour Supply and Retirement Choices Among Older Workers," The Economic Journal, Royal Economic Society, vol. 132(643), pages 1060-1094.
    3. Bustos, Emil, 2024. "Partial Retirement and Labor Supply: Evidence from Swedish Collective Bargaining Agreements," Working Paper Series 1495, Research Institute of Industrial Economics.
    4. Elinder, Mikael & Hagen, Johannes & Nordin, Mattias & Säve-Söderbergh, Jenny, 2020. "Who lacks pension knowledge, why and does it matter?," Working Paper Series 2020:24, IFAU - Institute for Evaluation of Labour Market and Education Policy.
    5. Per Engström & Eskil Forsell & Johannes Hagen & Arnaldur Stefánsson, 2019. "Increasing the take-up of the housing allowance among Swedish pensioners: a field experiment," International Tax and Public Finance, Springer;International Institute of Public Finance, vol. 26(6), pages 1353-1382, December.

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