ARTICLE
ABSTRACT
The aim of the article is to present the results of the empirical analysis of the level of pension systems’ efficiency of EU and EFTA countries in the years 2005–2006 on the basis of the proposed synthetic measure. We discuss the results of the initial analysis, linear ordering of pensions systems, “maps of systems efficiency” and grouping (cluster analysis). The presented results allow us to show a group of countries with the highest level of pension systems’ efficiency and countries similar to Poland with respect to the examined efficiency. The obtained results reveal a close similarity between pension systems of countries of Central and Eastern Europe.
KEYWORDS
adequacy, sustainability and modernization of pension systems; synthetic measure of pension systems’ efficiency; EU and EFTA countries
REFERENCES
[1] Council of the European Union, [2001], Quality and viability of pensions – Joint report on objectives and working methods in the area of pensions.
[2] European Communities, [2006], Adequate and sustainable pensions. Synthesis report 2006, Luxembourg.
[3] Fenger H., [2007], Welfare regimes in central and eastern Europe: incorporating post-communist countries in a welfare regime typology, „Contemporary Issues and Ideas in Social Sciences” 2007, Vol. 3, No. 2.
[4] Kolenda M., [2006], Taksonomia numeryczna. Klasyfikacja, porządkowanie i analiza obiektów wielocechowych, AE Wrocław, Wrocław.
[5] Księżopolski M., [1999], Polityka społeczna. Wybrane problemy porównań międzynarodowych, Wydawnictwo Śląsk, Katowice.
[6] Mikulec A., [2008], Disparity of expenditures of pension systems in European Union countries, [w:] Starzyńska W., Wiktorowicz J. (red.), European integration – sectoral and social approaches, (s. 213-233), Uniwersytet Łódzki, Łódź.
[7] Walesiak M., [2006], Uogólniona miara odległości w statystycznej analizie wielowymiarowej, AE Wrocław, Wrocław.
[8] Wishart D., [2006], Custangraphics primer: a guide to cluster analysis, (4th edition), Clustan Limited, Edinburgh.
[9] Żukowski M., [1997], Wielostopniowe systemy zabezpieczenia emerytalnego w Unii Europejskiej i w Polsce. Między państwem a rynkiem, AE Poznań, Poznań.
