Социальная политика и социальная справедливость в условиях старения населения Систематический обзор публикаций
DOI:
https://doi.org/10.22394/1726-1139-2022-1-124-138Ключевые слова:
cтарение населения, социальная политика, пенсионная реформа, межпоколенческий конфликт, социальная справедливостьАннотация
Данное исследование представляет собой систематический анализ современной дискуссии в ведущих англоязычных журналах о будущем социальной политики в стареющем обществе. Пенсионные системы были реформированы в большинстве европейских стран за последние десятилетия, но существуют типы реформ, которые могут переложить бремя старения населения на другие поколения. Если выгоды и издержки этих реформ по-разному повлияют на восприятие поколениями социальной политики, то пенсионная реформа может быть использована как инструмент для улучшения не только государственных финансов, но и солидарности между поколениями. В данном исследовании изучалась связь между различными типами пенсионных реформ и социальной справедливостью. Одна из основных задач заключалась в том, чтобы понять, могут ли изменения в социальной политике усиливать или смягчать конфликты между поколениями. Результаты показали, что поддержка социальной политики, которая в основном направлена на пожилых людей, снизилась в большинстве европейских стран, хотя абсолютное большинство людей уверены, что государство должно обеспечивать разумный уровень жизни для пожилых людей. Поддержка пожилых людей в большей степени снизилась в странах, которые повысили пенсионный возраст и ввели многоуровневые пенсии. В то же время хорошо работающий договор о благосостоянии поколений - это не только обеспечение благосостояния пожилых людей. Это еще и предпочтения в отношении политики, поддерживающей работающее население и тех, кто еще не достиг трудоспособного возраста. Изменение баланса договора о благосостоянии поколений может обеспечить прочную основу для адекватной пенсионной политики.Скачивания
Библиографические ссылки
Riekhoff A.-J. Pension reforms, the generational welfare contract and preferences for pro-old welfare policies in Europe // Social Policy and Administration. 2021. Vol. 55. P. 501-518.
Adascalitei D. From austerity to austerity: The political economy of public pension reforms in Romania and Bulgaria // Social Policy and Administration. 2017. Vol. 51. N 3. P. 464-487.
Adascalitei D., Domonkos S. Reforming against all odds: Multi-pillar pension systems in the Czech Republic and Romania // International Social Security Review. 2015. Vol. 68. N 2. P. 85-104.
Ahn S.-H., Kim S.-W. Dynamic cleavages of ‘welfare rights and duties' in public attitude towards old-age pensions: A comparative study // European Societies. 2014. Vol. 16. N 1. P. 90-111.
Altiparmakov N. A call for more elaborate and transparent pension data to inform policymaking: A critical examination of World Bank data for Eastern Europe // International Social Security Review. 2015. Vol. 68. N 2. P. 1-25.
Armeanu O. I. The politics of pension reform in Central and Eastern Europe: Political parties, coalitions, and policies. Basingstoke: Palgrave Macmillan. 2011.
Attias-Donfut S. A. The Myth of Generational Conflict. The family and state in ageing societies. London, New York: Routledge. 2001.
Auerbach A. J., Gokhale J., Kotlikoff L. A. Generational accounting: A new approach to understanding the effects of fiscal policy on saving // Scandinavian Journal of Economics, 1999, Vol. 94, N 2.
Barr N.; Diamond P. A. Reforming pensions: Principles and policy choices. Oxford: Oxford University Press, 2008.
Barry B. Justice between Generations // Law Morality and Society: Essays in Honour of H. L. A. Hart. Oxford: Oxford University Press, 1977. P. 268-284.
Bassanini A., Duval R. The determinants of unemployment across OECD countries: Reassessing the role of policies and institutions (OECD Economic studies, N 42). Paris: Organization for Economic Co-operation and Development, 2007.
Bay A.-H., West-Pedersen A. National pension systems and mass opinion: a case study of confidence, satisfaction and political attitudes in Norway // International Journal of Social Welfare. 2007. N 13. P. 112-123.
Baute S., Meuleman B., Abs K. Welfare State Attitudes and Support for Social Europe: Spillover or Obstacle? // Journal of Social. Policy. 2019. Vol. 48. N 1. P. 127-145.
Beattie R., McGillivray W. A risky strategy: Reflexions on the World Bank report Averting old age crisis // International Social Security Review. 1995. Vol. 48. N 3-4. P. 5-22.
Béland D., Schlager E. Varieties of policy feedback research: Looking backward, moving forward // Policy Studies Journal. 2019. Vol. 47. N 2. P. 184-205.
Birnbaum S., Ferrarini T., Nelson K., Palme J. The generational welfare contract justice, institutions and outcomes. Cheltenham: Edward Elgar, 2017.
Boeri T., Boersch-Supan A., Tabellini G. Pension reforms and the opinions of European citizens // American Economic Review. 2002. Vol. 92. N 2. P. 396-401.
Bonoli G., Häusermann S. Who wants what from the welfare state? Socio-structural cleavages in distributional politics: Evidence from Swiss referendum votes // European Societies. 2009. Vol. 11. N 2. P. 211-232.
Boyd B. K., Solarino A. M. Ownership of corporations: A review, synthesis, and research agenda // Journal of Management. 2016. Vol. 42. P. 1282-1314.
Braun V., Clarke V. Using thematic analysis in psychology // Qualitative Research in Psychology. 2006. N 3. P. 77-101.
Busemeyer M. R., Goerres A., Weschle S. Attitudes towards redistributive spending in an era of demographic ageing: The rival pressures from age and income in 14 OECD countries // Journal of European Social Policy. 2009. Vol. 19. N 3. P. 195-212.
Busemeyer M. R., Garritzmann J. L. Public opinion on policy and budgetary trade-offs in European welfare states: Evidence from a new comparative survey // Journal of European Public Policy. 2017. Vol. 24. N 6. P. 871-889.
Busemeyer M. R., Neimanns E. Conflictive preferences towards social investments and transfers in mature welfare states: The cases of unemployment benefits and childcare provision // Journal of European Social Policy. 2017. Vol. 27. N 3. P. 229-246.
Busemeyer M. R., Abrassart A., Nezi R. Beyond positive and negative: New perspectives on feedback effects in public opinion on the welfare state //British Journal of Political Science. 2019. N 1. P. 1-26.
Bütler M. The political feasibility of increasing the retirement age: Lessons from a ballot on the female retirement age // International Tax and Public Finance. 2002. Vol. 9. N 4. P. 349-365.
Carlborg P., Kindström D., Kowalkowski C. The evolution of service innovation research: A critical review and synthesis // The Service Industries Journal. 2014. Vol. 34. N 5. P. 373-398.
Chetty R. et al. The association between income and life expectancy in the United States, 2001-2014 // JAMA. 2016. Vol. 315. N 16. P. 1750-1766.
Drahokoupil J., Domonkos S. Averting the funding-gap crisis: East European pension reforms since 2008 // Global Social Policy. 2012. Vol. 12. N 3.
Diamond P. A. Taxation, incomplete markets, and social security. Cambridge, MA: MIT Press, 2002.
Ebbinghaus B. The privatization and marketization of pensions in Europe: A double transformation facing the crisis // European Policy Analysis. 2015. Vol. 1. N 1. P. 56-73.
Ebbinghaus B., Naumann E. The legitimacy of public pensions in an ageing Europe: Changing subjective evaluation and policy preferences between 2008 and 2016 // Welfare state legitimacy in times of crisis and austerity: Between continuity and change / eds. T. Laenen, B. Meuleman, W. Van Oorschot. Cheltenham: Edward Elgar, 2020.
Ebbinghaus B. Inequalities and poverty risks in old-age across Europe: The doubleedged income effect of pension systems // Social Policy and Administration. 2021. Vol. 55. N 3. P. 440-455.
Emery T. Intergenerational conflict: Evidence from Europe // Population Ageing. 2012. Vol. 5. P. 7-22.
Fernández J. J. Broad reciprocity, elderly poverty, and the retiree/nonretiree cleavage in the demand for public retirement income support // Social Problems. 2013. Vol. 60. N 2. P. 255- 280.
Fernández J. J., Jaime-Castillo A. M. Positive or negative policy feedbacks? Explaining popular attitudes towards pragmatic pension policy reforms // European Sociological Review. 2013. Vol. 29. N 4. P. 803-815.
Forma P., Kangas O. Need, citizenship or merit: Public opinion on pension policy in Australia, Finland and Poland // The end of the welfare state? Responses to state retrenchment / eds. S. Svallfors, P. Taylor-Gooby. London: Routledge, 1999. P. 161-189.
Goerres A., Tepe M. Age-based self-interest, intergenerational solidarity and the welfare state: A comparative analysis of older people's attitudes towards public childcare in 12 OECD countries // European Journal of Political Research. 2010. Vol. 49. N 6. P. 818-851.
Grech A. Evaluating the possible impact of pension reforms on elderly poverty in Europe // Social Policy and Administration. 2015. Vol. 49. N 1. P. 68-87.
Hess M., Naumann E., Steinkopf L. Population ageing, the intergenerational conflict, and active ageing policies - A multilevel study of 27 European countries // Population Ageing. 2017. N 10. P. 11-23.
Hinrichs K. Recent pension reforms in Europe: More challenges, new directions // Social Policy and Administration. 2021. Vol. 55. P. 409-422.
Jaime-Castillo A. M. Public opinion and the reform of the pension systems in Europe: The influence of solidarity principles // Journal of European Social Policy. 2013. Vol. 23. N 4. P. 390-405.
Jenson J. Modernising the European Social Paradigm: Social Investments and Social Entrepreneurs // Journal Social Policy. 2017. Vol. 46. N 1. P. 31-47.
Kuitto K. From social security to social investment? Compensating and social investment welfare policies in a lifecourse perspective // Journal of European Social Policy. 2016. Vol. 26. N 5. P. 442-459.
Kuitto K., Helmdag J. Extending working lives: How policies shape retirement and labour market participation of older workers // Social Policy and Administration. 2021. Vol. 55. P. 423-439.
Kuitto K., Madia J., Podesta F. Public Pension Generosity and Old-Age Poverty in OECD countries // Journal of Social Policy. 2021. P. 1-20.
Litwin H., Achdut L., Youssim I. Who supports delayed retirement? A study of older workers in Israel // Journal of European Social Policy. 2009. Vol. 19. N 3. P. 245-257.
Kohli M. Ageing and Justice // Handbook Ageing and Social Sciences / eds. R. H. Binstock, L. K. George. Academic Press, 2006. P. 457-475.
Kühntopf S., Tivig T. Early retirement and mortality in Germany // European Journal of Epidemiology. 2012. Vol. 27. N 2. P. 85-89.
Lipsey M., Wilson D. Practical meta-analysis. Thousand Oaks, CA: Sage, 2001.
Lynch J., Myrskylä M. Always the third rail? Pension income and policy preferences in European democracies // Comparative Political Studies. 2009. Vol. 42. N 8. P. 1068-1097.
Martinsen D. S., Vollaard H. Implementing social Europe in times of crises: Reestablished boundaries of welfare? // West European Politics. 2014. Vol. 37. N 4. P. 677-692.
Miller M. E., Longino C. F., Anderson R. T., James M. K. at al. Functional status, assistance and the risk of a community-based move // The Gerontologist. 1999. Vol. 39. P. 187-200.
Natali D., Stamati F. Reassessing South European pensions after the crisis: Evidence from two decades of reforms // South European Society and Politics. 2014. Vol. 19. N 3. P. 3309-3330.
Naczyk M., Domonkos S. The financial crisis and varieties of pension privatization reversals in Eastern Europe // Governance. 2016. Vol. 29. N 2. n. pag.
Naumann E. Raising the retirement age: Retrenchment, feedback and attitudes // How welfare states shape the democratic public: Policy feedback, participation, voting and attitudes / eds. S. Kumlin, I. Stadelmann-Steffen. Cheltenham: Edward Elgar, 2014.
Naumann E. Do increasing reform pressures change welfare state attitudes? An experimental study on population ageing, pension reform preferences, political knowledge and ideology // Ageing & Society. 2017. Vol. 37. P. 266-294.
Nestić D., Rašić Bakarič I. From work to retirement: Pension system incentives to continued labour market participation in Croatia // New perspectives on a longer working life in Croatia and Slovenia / ed. M. Vehovec. Zagreb: Institute of Economics and Friedrich-Ebert-Stiftung, 2008.
Pickard S. Age War as the New Class War? Contemporary Representations of Intergenerational Inequity // Journal of Social Policy. 2019. Vol. 48. N 2. P. 369-386.
Prinzen K. Intergenerational ambivalence: New perspectives on intergenerational relationships in the German welfare state // Ageing & Society, 2014. Vol. 34. P. 428-451.
Prinzen K. Attitudes toward intergenerational redistribution in the welfare state // Kölner Zeitschrift für Soziologie und Sozialpsychologie. 2015. Vol. 67. P. 349-370.
Rawls J. Justice as Fairness: A Restatement. Cambridge, MA: Harvard University Press, 2011.
Reeher G. Narratives of justice: Legislators' beliefs about distributive fairness. Ann Arbor, MI: University of Michigan Press, 1996.
Simonovits A. The mandatory private pension pillar in Hungary: An obituary // International Social Security Review. 2011. Vol. 64, N 3.
Svallfors S. The generational contract in Sweden: Age-specific attitudes to age-related policies // Policy & Politics. 2008. Vol. 36. N 3. P. 381-396.
Swift A., Marshall G., Burgoyne C., Routh D. Distributive justice: Does it matter what the people think? // Social justice and political change: Public opinion in capitalist and postcommunist states / eds. J. R. Kluegel, D. S. Mason, B.Wegener. Berlin/New York: Walter de Gruyter, 1995. P. 15-47.
Szikra D., Tomka B. Social policy in East Central Europe: Major trends in the twentieth century // Post-communist welfare pathways: Theorizing social policy transformations in Central and Eastern Europe / eds. A. Cerami, P. Vanhuysse. Basingstoke: Palgrave Macmillan, 2009.
Tepe M., Vanhuysse P. Are aging OECD welfare states on the path to gerontocracy? Evidence from 18 democracies, 1980-2002 // Journal of Public Policy. 2009. Vol. 29. N 1. P. 1-28.
Tepe M., Vanhuysse P. Elderly bias, new social risks and social spending: Change and timing in eight programmes across four worlds of welfare, 1980-2003 // Journal of European Social Policy. 2013. Vol. 20. N 3. P. 217-234.
Thompson J. Intergenerational Justice: Rights and Responsibilities. Intergenerational Polity. New York: Routledge, 2009.
Tutino A. Rational inattention' guides overloaded brains, helps economists understand market behavior // Economic Letter. 2011. Vol. 6. N 3.
Van Groezen B., Kiiver H., Unger B. Explaining Europeans' preferences for pension provision // European Journal of Political Economy. 2009. Vol. 25. P. 237-246.
Van Kersbergen K., Hemerijck A. Two Decades of Change in Europe: The Emergence of the Social Investment State // Journal of Social Policy. 2012. Vol. 41. N 3. P. 475-492.
Van Oorschot W. Making the difference in social Europe: Deservingness perceptions among citizens of European welfare states // Journal of European Social Policy. 2006. Vol. 16. N 1. P. 23-42.
Whiteford P., Whitehouse E. Pension challenges and pension reforms in OECD countries // Oxford Review of Economic Policy. 2005. Vol. 22. N 1. P. 78-94.
Wlezien C., Soroka S. N. Political institutions and the opinion-policy link // West European Politics. 2012. Vol. 35. N 6. P. 1407-1432.