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Access, coverage and generosity of the pension system in Portugal since 1980 : construction and analysis of some indicators
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Autores
Orientador(es)
Resumo(s)
Nowadays, Social Security plays a vital role for accomplishing social justice and human
rights protection among societies. Notwithstanding, several questions may be raised regarding
the adequacy of the system and its financial capacity to cover citizens’ needs, under its welfare
functions. This paper aims to scrutinise the evolution of the Portuguese Public Pension Scheme
since 1980 and provide more details about the conditions underlying its access and coverage
among the population. For that purpose, it embraces the methodology applied in Ageing and
Pension Adequacy Reports, so as to properly depict the extent to which it encompasses both
contributory and capitalization regimes, poverty reduction and prevention, income
maintenance and pensions duration, along with the political, juridical and economic evolution
verified. Despite the system’s reasonable maturity, embracing the general population and
guaranteeing pension rights adjusted to the contributory careers of new pensioners, there persist
several limitations. Besides the ageing phenomena and the drastic effect it displays in the
demographic pyramid, there prevail several challenges such as the risk of instability in labour
market access over a lifetime, high levels of income inequalities generated, paucity and
deficiency coverage of elders’ needs, unequal poverty prevention and mitigation and earnings
maintenance. Nevertheless, these concepts remain significantly unexplored and
misunderstood, given the lack of data available and the wide complexity of this sphere.
Descrição
Mestrado Bolonha em Economia Monetária e Financeira
Palavras-chave
Social Security Pensions Welfare Provisions Solidarity Pension Funds Coverage Beneficiaries Sustainability Adequacy Poverty Income maintenance and replacement Generosity
Contexto Educativo
Citação
Escária, Sofia Costa (2021). “Access, coverage and generosity of the pension system in Portugal since 1980 : construction and analysis of some indicators”. Dissertação de Mestrado. Universidade de Lisboa. Instituto Superior de Economia e Gestão
Editora
Instituto Superior de Economia e Gestão