Restrictions of old-age pension coverage, aggregate

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Quick info
Data type Numeric
Scale Multinomial
Value labels
  • 1 = "One restriction"
  • 2 = "Two restrictions"
  • 3 = "Three restrictions"
  • 4 = "Four restrictions"
  • 5 = "Five restrictions"
  • 6 = "Six restrictions"
  • -88 = "Not applicable"
  • -66 = "Missing value"
Technical name old_pension_rest_sum
Category Old age and survivors
Label Restrictions of old-age pension coverage, aggregate
Related indicators
  • old_pension_rest_age
  • old_pension_rest_wage
  • old_pension_rest_rel
  • old_pension_rest_opension
  • old_pension_rest_firm
  • old_pension_geo

The first old-age pension programs were typically restricted to specific occupational groups (e.g. industrial workers) or social segments (e.g. the poor). Next to this occupational/social targeting, many pension laws also restricted access to pension programs for socio-economic reasons, too. This variable counts how many of the following six restrictions applied to a first old-age pension program:

  • Age: Does the first old-age pension program exclude people above or below a certain age?
  • Wage: Does the first old-age pension program exclude people above or below a certain wage/salary?
  • Relatives: Does the first old-age pension program exclude relatives?
  • Other pensions: Does the first old-age pension program exclude people that already receive another kind of pension, such as a widow pension?
  • Firm size: Does the first old-age pension program exclude firms above or below a certain firm size?
  • Geography: Is the first old-age pension program restricted to a specific region/territory of the country?

Coding rules

Sums the following binary variables: old_pension_rest_age, old_pension_rest_wage, old_pension_rest_rel, old_pension_rest_opension, old_pension_rest_firm, old_pension_geo

Bibliographic info

Citation: Grünewald, Aline. 2020. "The historical origins of old-age pension schemes: Mapping global patterns."Journal of International and Comparative Social Policy: 1-19. https://www.cambridge.org/core/journals/journal-of-international-and-comparative-social-policy/article/abs/historical-origins-of-oldage-pension-schemes/2B14501D496F04C354DE0A32F1C94BE2

Related publications:
  • Grünewald, Aline. 2021. "From Benefits and Beneficiaries: The Historical Origins of Old-Age Pensions From a Political Regime Perspective." Comparative Political Studies 54 (8): 1424-1458.

Misc

Project manager(s): Aline Grünewald

Data release:
  • Version 0.001: Initial release

Revisions: No revisions yet

Sources


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