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OBJECTIVE: The aging population of European countries highlights the need for extended working lives. This study aims to investigate facilitators and barriers for working beyond the statutory pension age (SPA). METHODS: Using data from waves 1, 2, 4–9 of the Survey of Health, Ageing and Retirement in Europe (SHARE) (2004–2022), we followed 9131 workers with a mean age of 56.9 [standard deviation (SD) 3.5] years from 26 European countries until they surpassed the SPA for their respective country, sex and year of participation. Using robust Poisson regression, we modelled the prospective association of work factors, lifestyle, health, and demographics at baseline with working at least one year beyond the SPA. RESULTS: Participants were followed for 9.5 (SD 3.9) years. After surpassing the SPA by at least one year, 18% were still working. Among the work factors, opportunities for skill development [risk ratio (RR) 1.20, 95% confidence interval (CI) 1.07–1.34] and recognition at work (RR 1.13, 95% CI 1.01–1.26) facilitated working beyond SPA, while time pressure (RR 0.89, 95% CI 0.81–0.97) and poor prospects for job advancement (RR 0.76, 95% CI 0.70–0.83) were barriers. For the other factors, smoking was negatively associated with working beyond the SPA, while living in the northern part of Europe, higher level of education, and being divorced or separated were positively associated with working beyond the SPA. CONCLUSION: This prospective cohort study across 26 European countries identified four modifiable work factors that influenced working beyond the SPA. Addressing modifiable barriers and facilitators at the workplace and through public health initiatives could help extend working lives in Europe.

OBJECTIVES: The demographic changes in Europe underline the need for an extension of working lives. This study investigates the importance of physical work demands and psychosocial work factors for working beyond the state pension age (65 years). METHODS: We combined data from three cohorts of the general working population in Denmark (DWECS 2005 and 2010, and DANES 2008), where actively employed workers aged 55–59 years replied to questionnaires about work environment and were followed until the age of 66 years in the Danish AMRun register of paid employment. Using logistic regression analyses, we calculated prevalence ratios (PR) and 95% confidence intervals (CI) for the association between physical and psychosocial work factors and working beyond state pension age, adjusted for age, sex, cohort, cohabiting, sector, income, vocational education, working hours, lifestyle, and previous sickness absence. RESULTS: Of the 2884 workers aged 55–59 years, 1023 (35.5%) worked beyond the state pension age. Higher physical work demands was associated with a lower likelihood (PR 0.69, 95% CI 0.58–0.82) and a good psychosocial work environment was associated with higher likelihood (average of 7 items: PR 1.81, 95% CI 1.49–2.20) of working beyond state pension age. Stratified analyses did not change the overall pattern, ie, a good overall psychosocial work environment – as well as several specific psychosocial factors – increased the likelihood of working beyond state pension age, both for those with physically active and seated work. CONCLUSION: While high physical work demands was a barrier, a good psychosocial work environment seems to facilitate working beyond state pension age, also for those with physically active work.

Summary: We forecast the old‐age dependency ratio for Australia under various pension age proposals, and estimate a pension age scheme that will provide a stable old‐age dependency ratio at a specified level. Our approach involves a stochastic population forecasting method based on coherent functional data models for mortality, fertility and net migration, which we use to simulate the future age‐structure of the population. Our results suggest that the Australian pension age should be increased to 68 by 2030, 69 by 2036 and 70 by 2050, in order to maintain the old‐age dependency ratio at 23%, just above the 2018 level. Our general approach can easily be extended to other target levels of the old‐age dependency ratio and to other countries. We forecast the old‐age dependency ratio for Australia under various pension schemes, and derive a scheme that will provide a stable old‐age dependency ratio. [ABSTRACT FROM AUTHOR]

Background: The pension age in Denmark is adjusted in line with projected increasing life expectancy without taking health differentials between occupational groups into account. The purpose was to study occupational disparities in partial life expectancy and health expectancy between the ages of 50 and 75. Methods : Register data on occupation and mortality were combined with data from the Danish part of Survey of Health, Ageing and Retirement in Europe in 2010–2014 (N =3179). Expected lifetime without and with activity limitations and without and with long-term illness was estimated by Sullivan's method and comparisons made between four occupational groups. Results : We found clear differences between occupational groups. Expected lifetime without activity limitations between the ages of 50 and 75 was about 4.5 years longer for men and women in high skilled white-collar occupations than for men and women in low skilled blue-collar occupations. Men in high skilled blue-collar and low skilled white-collar occupations could expect 2.3 and 3.8 years shorter lifetimes without activity limitations, respectively, than men in high skilled white-collar occupations. For women in low skilled white-collar occupations, lifetime without activity limitations was 2.6 years shorter than for women in high skilled white-collar occupations. Due to few observations, no results were obtained for women in the high skilled blue-collar group. The social gradient was also significant when health was measured by years without long-term illness. Conclusions : The results support implementation of a flexible pension scheme to take into account the health differentials between occupational groups. [ABSTRACT FROM AUTHOR]

The problem of increase of pension age in our country is discussed already from the first steps of market transformations of provision of pensions, i. e. quarter of the century, and without some visible advancement to its decision. At the same time all civilised countries have already developed the accurate program of actions under its decision, though and with different social and economic consequences: one have raised pension age “shock” tools for one-two year, others have stretched this process for some decades, the third have refused an age regulator the insurance pension rights. In present social and economic conditions the problem of increase of pension age in Russia has got a special sharpness.

The aim of the study is to analyze the effect of age on the appointment of the state pension fiscal system in our country.The problem of rising of the retirement age in Russia is given a value that is far away from the traditional context of direct influence of demographic processes on the level of pensions, on the one hand, and adaptation of the pension system to changing demographic factors, on the other.In the article the pension system for the first time is considered as a multifactorial model that corrects the degree of dependence on the mutually complex of macroeconomic and demographic factors in the different historical periods. This requires a fundamental change in the methodological approaches to the problem of rising the retirement age by using actuarial methods of forecasting.Actuarial analysis of the problem of retirement age in the work shows that the perception of the linear dependence of the age of the destination state of the demographic parameters cannot be considered as a tool for regulating the efficiency of the pension system.The results of the study are the specific parameters of actuarial assessments of the impact of demographic and macroeconomic conditions to increase the retirement age in Russia, conducted using data from the state statistics, formulated practical proposals to mitigate negative economic consequences.Conclusion: Rising the retirement age should be aimed at economic stimulation of formation of the pension rights of the insured in the long term, rather than the economy of the state budget. Methodological approaches, grounded in the work, and quantitative results of the actuarial calculations will be used in the formation of public pension policy in the preparation of the regulations to rise the retirement age, the pension formula of calculating the pension rights of insured persons, the mechanism of pension indexation.

The problem of increase of pension age in our country is discussed already from the first steps of market transformations of provision of pensions, i.e. quarter of the century, and without some visible advancement to its decision. At the same time all civilised countries have already developed the accurate program of actions under its decision, though and with different social and economic consequences: one have raised pension age "shock" tools for one-two year, others have stretched this process for some decades, the third have refused an age regulator of the insurance pension rights. In present social and economic conditions the problem of increase of pension age in Russia has got a special sharpness.

The purpose of the study is to analyze the impact of the demographic crisis in the country’s fiscal system. In the article, the pension system for the first time is considered as a multifactorial model, which during the different historical periods corrects the degree of its dependence on the interdependent complex of macroeconomic and demographic factors. The economically sound and socially correct accounting of the interference of retirement age and the specified development factors of pension system requires a fundamental change in the methodological approaches to the problem of raising the retirement age by using the actuarial methods of forecasting. The actuarial analysis of the problem of retirement age shows that the perception of the linear dependence on demographic parameters of the age when the national pension is awarded cannot be considered as a tool for regulating the efficiency of the pension system. For the science-based solution to the problem of rising the retirement age, along with the dynamics of demographic parameters, it is necessary to take into account the whole range of macroeconomic conditions for the state development as well as the long-term socio-economic consequences. Another significant result of the study are the specific parameters of the actuarial assessments of the impact of demographic and macroeconomic conditions of increasing the retirement age in Russia, conducted using the state statistical data. The practical proposals to mitigate the negative economic consequences are formulated. The key conclusion reached is that the raising of the retirement age should be aimed exclusively at the economic stimulation of the formation of the pension rights of the insured in the long term, rather than to the short-term savings of the state budget. The methodological approaches grounded in the work, and the quantitative results of the actuarial calculations may be applied in the shaping the public pension policy when preparing the regulations for raising the retirement age, the pension formula for calculating the pension rights of the insured, the mechanism of pension indexation

Aims: The state old-age pension in Denmark increases to keep pace with the projected increase in average life expectancy (LE) without any regard to the social gap in LE and expected lifetime in good health. The purpose of this study was to compare changes in LE and disability-free life expectancy (DFLE) between groups of Danes with high, medium and low levels of education. Methods: Nationwide register data on education and mortality were combined with data from the Surveys of Health, Ageing and Retirement in Europe (SHARE) surveys in 2006–2007, 2010–2011 and 2013–2014 and the DFLE by educational level was estimated by Sullivan’s method for each of these three time points. Results: Between 2006–2007 and 2013–2014, LE among 65-year-old men and women with a low educational level increased by 1.3 and 1.0 years, respectively, and by 1.4 and 1.3 years for highly educated men and women. The gap in LE between people with high and low levels of education remained more than 2 years. In 2006–2007, 65-year-old men with a high level of education could expect 3.2 more years without disability than men of the same age with a low level of education. In 2013–2014, the difference was 2.9 years. For women, the results were 3.7 and 3.4 years, respectively. Conclusions: With the persistent social inequality in LE of more than 2 years and the continuous gap between high and low educational groups in DFLE of about 3 years, a differential pension age is recommended. [ABSTRACT FROM AUTHOR]

The paper examines individual exit trajectories of Russians from the labour market to economic inactivity using survival analysis methods based on the Russian Longitudinal Monitoring Survey for 1995-2015. The analysis shows that the statutory retirement age (55 for women and 60 for men) has a significant impact on the time of exit from the labour market for both sexes, but the effect is significantly higher for women, and the differences are statistically significant: the hazard rate of exit to inactivity rises by 63 percentage points when a woman reaches 55 years of age, but by only 25 percentage points when a man reaches 60. Russia shows some differences in occupational patterns of exit to pension-age inactivity: unlike many developed countries, only highly skilled staff remain in the labour market longer than others, while there is no statistically significant difference between the behaviour of middle-skilled staff and of skilled and unskilled workers. Self-employment and entrepreneurship postpone exit to inactivity as does employment at state enterprises. [ABSTRACT FROM AUTHOR]

Based on interviews with German and British experts from major political parties, government departments, employer confederations, trade unions and special interest organisations, we investigate the chains of arguments that these experts advance in favour of or against increases in state pension age. In this way, we add to the explanation why very similar reforms could be enforced in the very different pension systems of Germany and the UK. The chains of arguments deployed are surprisingly similar between the two countries: Whereas the proponents of reform stress its necessity in the context of pension spending and see older people as being able to work longer, opponents and sceptics of the increase doubt most older people's ability to work longer and thus the feasibility of the reform. The proponents prioritise ideas of intergenerational justice and meritocratic justice based on individual performance, and underline pension-related interest oppositions between age groups and cohorts. By contrast, opponents and sceptics tend to focus on needs-based justice and social inequalities within age groups. Concomitantly, the actors have different ideas on how a flexible transition to retirement could be organised, with country differences being more pronounced here. [ABSTRACT FROM AUTHOR]

Taking paid work among men and women beyond pension age as an example, the contribution examines the interrelationship between life courses, gendered welfare regimes, and later-life employment outcomes. Using both quantitative and qualitative data, the article focuses on the role of inequalities, gender and marital status for working despite receiving a pension, and on the subjective reasons for this employment. The quantitative analyses are based on the English Longitudinal Study of Ageing (ELSA) and the German Ageing Survey (DEAS), and the qualitative evidence on semi-structured interviews with working pensioners in Germany and the UK. Gender differences in working can be traced back in part to differences in educational qualification and in pre-retirement class. Although no general gender differences in the reasons for paid employment can be found, financial reasons are mentioned much more often by divorced women in Germany and widowed women in the UK than by men and by married women. The qualitative data underlines the special role earned income plays for divorced women and, more generally, the variety of reasons which motivate pensioners to work for pay. Furthermore, pension age is less meaningful for mothers because of their patchier careers. All in all, (poor) labour market chances and household dynamics in old age are interrelated in gendered patterns of old age employment, and accompanied by specific interpretations of this work. [ABSTRACT FROM AUTHOR]

Persons older an active working age, having behind shoulders a cargo of the collected chronic pathology are ready to performance of any instructions from medical workers. Doctors of the centers of health have more possibilities of carrying out of educational work on the population and delivery of recommendations on conducting a healthy way of life, conservation and strengthening of health. On the basis of it sociological interrogation of 135 respondents, with objective of concept of a social portrait of potential visitors of the center of health among persons older an active working age has been lead. During the analysis of the received data, it is possible to define it as follows. It is women in the age of 67,17±7,09 the years, not having the bad habits, living in the city, having the higher education, being in marriage, idle by virtue of the age more often. Addressing in medical institutions some times in a year as have it is long current chronic diseases, but thus estimating all the same the health as satisfactory. As the basic sources of the information on activity of the center for respondents, their familiar persons and doctors on a residence have served, recommended to visit the given establishment. As a whole 9 from 10 interrogated have been satisfied by visiting and practically 2/3 have felt high demand for it.

Encouraging worker to delay their retirement is a natural labor force response to increasing longevity and population ageing. However, so far there is still a lack of knowledge regarding what matters most for people's retirement decision, especially the joint effects of various contributing factors and their relative importance. This research contributes to the understanding of the issue using a national longitudinal survey in Australia. The results show that health (and disability), age and access to retirement income are all significantly associated with retirement decisions. National unemployment rate, as a contextual factor, is also a significant factor in retirement, reflecting the fact that many people retire due to unfavorable macroeconomic conditions. However, the role of job satisfaction is also highlighted in the research, indicating that for older workers who retire late non-monetary benefits from work are perhaps more important than earnings. As such, to encourage later retirement, work place reform to enhance job satisfaction, especially for older workers, should be considered as an important policy option. [ABSTRACT FROM AUTHOR]

Aims and objectives To identify factors that motivate older nurses to leave the workforce. Background As many older nurses are now reaching retirement age and will be eligible for government-funded pensions, governments are concerned about the impending financial burden. To prepare for this scenario, many are looking at increasing the age of retirement to 67 or 70 years. Little is known about how this will affect the continuing employment of older nurses and the consequences for employers and the nurses themselves if they remain longer in the workforce. Design Prospective randomised quantitative survey study. Methods The Mature Age Workers Questionnaire, Job Descriptive Index and Job in General Scale were used to measure job satisfaction, intention to retire and factors encouraging retirement in registered nurses aged 45 years and over ( n = 352) in Australia (July-August 2007). Results There were 319 respondents. The mean age proposed for leaving the workforce was 61·7 years. Key motivators were: financial considerations (40·1%), primarily financial security; nurse health (17·4%) and retirement age of partner (13·3%). Conclusions Older nurses are leaving the workforce prior to retirement or pension age, primarily for financial, social and health reasons, taking with them significant experience and knowledge. As financial considerations are important in older nurses decisions to continue to work, increasing the age of retirement may retain them. However, consideration will need to be given to ensure that they continue to experience job satisfaction and are physically and mentally able to undertake demanding work. Relevance to clinical practice Increasing retirement age may retain older nurses in the workforce, however, the impact on the health of older nurses is not known, nor is the impact for employers of older nurses continuing to work known. Employers must facilitate workplace changes to accommodate older nurses. [ABSTRACT FROM AUTHOR]

Retirement is the administrative act which is gainfully employed, either on their own or by decision of others, becomes a passive situation or out of employment after reaching the maximum age for employment or the age at which is legally allowed to leave working life and get a fee for the rest of his life. When he retired from his job, the employee has the legal right to receive benefits. The labor laws of each country requires different about conditions. In Romania the right to social security is guaranteed by the state and shall be exercised in No.263 / 2010 Act, the public pension system and other social security rights. The pension is the main source of livelihood for a large part of the population, as a replacement income for the total or partial loss of professional income as a result of old age or reaching an age, disability or death insured person. In Mexico, for its part, is legislated retirement from the legendary Art. 123 of the Political Constitution of the Mexican United States, however it is only one quarter of the elderly receive a pension for severance at old age, old age or retirement and the rest receive financial support granted by asisetnciales programs. This is because the incorporation of social insurance requires the development of a work activity within the formal economy, which represents a major challenge for social security. [ABSTRACT FROM AUTHOR]

Copyright of Zeitschrift für Sozialreform is the property of De Gruyter and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

Although demographic change leaves pay-as-you-go pension systems unsustainable, reforms, such as a higher pension age, are highly unpopular. This contribution looks into the role of intrinsic motivation as a driver for pension reform preferences. Theoretical reasoning suggests that this driver should be relevant as it decreases the subjective costs of a higher pension age. We test this key hypothesis on the basis of the German General Social Survey (ALLBUS). The results are unambiguous: in addition to factors such as age or education, the inclusion of intrinsic work motivation helps improving our prediction of an individual's reform orientation. [ABSTRACT FROM AUTHOR]

Copyright of Economics / Ekonomia is the property of Uniwersytet Ekonomiczny we Wroclawiu and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

Copyright of Journal of Social Security / SGD-Sosyal Güvenlik Dergisi is the property of Journal of Social Security / SGD-Sosyal Güvenlik Dergisi and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written permission. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)

This paper outlines the developments in the application of EU legislative provisions to the adoption of a principle of equal treatment in UK state and non-state pensions. It identifies many of the principal judgments of the European Court of Justice (ECJ), the UK courts and the Social Security Commissioners that removed unequal treatment between men and women in pension provision. It also highlights changes to UK legislation to implement EU Directives and ECJ case law which should remove the majority of unequal treatment by 2020. In the light of the ECJ judgment in the case of Preston, the paper briefly outlines the current state of play as regards retrospective entitlement of part-time workers to join occupational pension schemes. [ABSTRACT FROM AUTHOR]