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In this article, the relevance of Paul Pierson's argument about the important role played by organizations for welfare clients is scrutinized. This is done through a case-study of pensioners' organizations in Sweden and their influence on pension policy between 1980 and 2002. In terms of Pierson's argument, Sweden is considered to be a least likely candidate, because its strong labour movement is expected to crowd out other organized interests from the policy process. The investigation reveals, however, that pensioners' organizations have been able to exert influence on pension policy on different occasions. Their influence is explained by their high rating as an organization, which enables them to represent an important group of voters. These findings contradict previous research suggesting that client organizations are weak, particularly in corporatist countries with a strong labour movement, and demonstrate that Pierson's argument also has relevance in such countries.

Policymakers face significant liabilities with traditional defined benefit (DB) plans in the government. Unlike defined contribution (DC) plans, the fiscal risks under DB plans are borne by the plan sponsors, that is, state and local governments, and ultimately taxpayers. The Great Recession heightened pension solvency concerns in many jurisdictions, necessitating a reconsideration of their retirement systems. Drawing on Florida municipalities' plans from 2006 to 2012, we develop an index of pension change and track its evolution. Findings reveal a preponderance of incremental change and suggest the lack of significant change may be a function of high financial costs and status quo bias.

AbstractIn October 2019, Chile experienced its most significant cycle of protests since the return to democracy in 1990; one of the primary demands of this cycle was the improvement of pensions. What effect did the October upheaval have on the Chilean pension policy debate? How have ideas about the Chilean pension plan changed from its creation in 1981−2019? What are the main drivers of these changes? In this study, we propose the concept of policy space, which we define as the realm of ideas wherein public policies are debated and whose boundaries are determined by the legitimacy of ideas from relevant actors. We use a process‐tracing approach based on qualitative data triangulation from several techniques including in‐depth interviews, press analysis, and secondary document review. The findings indicate that the shift in the ideas related to pension policy is explained by two drivers—long‐term linkage among actors and short‐term social mobilization against the private pension system, which accelerated rapidly with the October 2019 protests.

The Government of India is implementing a new policy which dramatically increases funding for a cash transfer program targeted to the poor elderly. The expansion of this 'social pension' in terms of coverage and benefit levels is taking place with little understanding of poverty among India's elderly or its determinants. This paper finds that households with elderly members do not have higher poverty rates than non-elderly households. This result is robust under various measures that take into account the size and composition of households. Separate evidence suggests that part of the explanation for this phenomenon is that the poor have higher mortality rates and are therefore underrepresented. This explanation has important implications for social pension policy and suggests that programs that reduce elderly mortality may actually increase the relative poverty levels of the elderly.

The Government of India is implementing a new policy which dramatically increases funding for a cash transfer program targeted to the poor elderly. The expansion of this 'social pension' in terms of coverage and benefit levels is taking place with little understanding of poverty among India's elderly or its determinants. This paper finds that households with elderly members do not have higher poverty rates than non-elderly households. This result is robust under various measures that take into account the size and composition of households. Separate evidence suggests that part of the explanation for this phenomenon is that the poor have higher mortality rates and are therefore underrepresented. This explanation has important implications for social pension policy and suggests that programs that reduce elderly mortality may actually increase the relative poverty levels of the elderly. -- Old age poverty ; household demographic composition ; adjusted poverty indices ; elderly contribution ; survivorship bias