Coverage of old-age pension, aggregate
| Quick info | |
|---|---|
| Data type | Numeric |
| Scale | Metric |
| Value labels | Not applicable |
| Technical name | old_pension_cov_tot |
| Category | Old age and survivors |
| Label | Coverage of old-age pension, aggregate |
| Related indicators | old_pension_hori, old_pension_verti, old_pension_agri1, old_pension_exmain1, old_pension_comfin1, old_pension_studapp1, old_pension_domwork1, old_pension_homework1, old_pension_employer1, old_pension_selfemp1, old_pension_tempwork1, old_pension_citizens1, old_pension_agri2, old_pension_exmain2, old_pension_comfin2, old_pension_studapp2, old_pension_domwork2, old_pension_homework2, old_pension_employer2, old_pension_selfemp2, old_pension_tempwork2, old_pension_citizens2 |
This indicator merges data on the horizontal and vertical coverage of old-age pension programs.
- Horizontal coverage indicator (HI)
The horizontal dimension of the indicator counts how many occupational/social groups of a predefined list are covered. This list comprises the following groups and sectors: 1) agriculture, 2) extractive and manufacturing industry, 3) commerce and finance, 4) students and apprentices, 5) domestic and family workers, 6) home workers, 7) employers, 8) self-employed, 9) temporary and seasonal workers, 10) foreign workers, and 11) all citizens. Finally, the percentage share of all 11 groups are calculated.
- Vertical coverage indicator (VI)
The vertical dimension of this indicator counts how many subgroups of an occupational group are excluded from the pension program. For each subgroup of an occuapational group (e.g. agriculture) that is excluded, one point is subtracted. The values for each occupational group have the following meaning: 5) the entire occupational group is covered, 4) one subgroup of an occupational group is excluded, 3) two subgroups of an occupational group are excluded, 2) two or more subgroups of an occupational group are excluded, 1) only a single subgroup of an occupational group is covered. The vertical coverage is expressed as a percentage share of the maximal vertical coverage that the given number of protected groups can achieve. Finally, the percentage share of the maximal vertical value (5*11 = 55) that can be reached is calculated.
Coding rules
Horizontal coverage indicator (HI) = (100/11) * old_pension_hori
Vertical coverage indicator (VI) = [100/(old_pension_hori * 5)] * old_pension_verti
Aggregate coverage = (HI/100) * VI
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: 2021
Revisions: revisions
Sources
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