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Polonya Emeklilik Sisteminde Dönüşüm

Year 2005, Volume: 14 Issue: 2, 449 - 463, 01.09.2005

Abstract

In order to solve the problems emerging in the retirement system of Poland a transformation was performed by following a three pillar model which was proposed by World Bank In this system while state continues its existence in the system entrance of private funds is maintained In the system the first pillar is mandatory and conducted by state Second pillar is mandatory and conducted by private funds Finally the third pillar is arbitrary and conducted by Professional institutions The system implemented in Poland bears importance for the countries that encounter crises in their retirement systems Although some problems have occured the system has been implemented succesfully since 1999 and the deficits in the retirement system has been diminished Key Words: Old Social Security System New Pension System

References

  • DOMIŃCZAK, GÓRA Agnieszka Chlon, Marek (2004); New Pension System in Poland From DB to DC,
  • Erişim; http://www.rfv.se/konferens/docs/chlon_dominczak_gora.
  • DOMIŃCZAK Agnieszka Chlon (2002); “The Polish Pension Reform of 1999”, Ministry of Labour and Social Policy Poland”, November 4th,
  • Erişim Adresi; http://www.stabilitypact.org/soc-cohesion/021104-poland2.ppt.
  • DOMINCZAK, GORA, Agnieszka Chlon, Marek (2004); NDC System in Poland, Assesment after five years”, Paper prepared for the World Bank and RFV Conference on NDC Pensions, Sandhamn, Sweden
  • HALIK,KALWAS,PACZKOWSKA,Janusz,Teresa Barkowska,Maria (2000); “Aging of Polish Society and Its Consequences for Social and Health Policy” Social Cost of Economic Transation Central Europe,SOCO Project Paper No.95, Vienna.
  • İNECİ Sevgi Gencay (2002); “Avrupa Birliğine Üyelik Sürecinde Polonya of Ekonomisi” Marmara Üniversitesi Avrupa Araştırmaları Dergisi, Cilt 10, Sayı,2.
  • GORA Marek (2004); “Polish Old Age Pension Reform”,
  • Erişim;www.actuaries.org/members/ en/IPEF/Budapest/Poland_Pension.pdf.
  • GORA Marek (2003); “New Polish Pension System; An Example of a Non-Ortodox Approach to Pension Reform”, PIE Discussion Paper Series No:168, The Institue of Economic Research, Hitotsubashi University, Tokyo.
  • GORA Marek (2003b); “Reintroducing Intergenerational Equilibrium: Key Concepts behind the New Polish Pension System”, William Davidson Institute Working Paper Number 574, Sahdman, Sweden.
  • GORA Marek (2001); “Polish Approach To Pension Reform”, OECD Private Pensions Conference 2000, Private Pensions Series No:3, OECD, 2001.
  • GÜNEŞ,YAKAR,İsmail,Soner (2004); “Sosyal Sigorta Finansman Yöntemleri ve Türkiye’de Sosyal Sigorta Kurumlarının Finansman Yöntemlerinin Değerlendirilmesi”, Çukurova Üniversitesi Sosyal Bilimler Enstitüsü Dergisi, Cilt 13, Sayı:2, Adana.
  • MODİGLİANİ, CEPRİNİ,MURALİDHAR, Franco, Maria Luisa, Arun S. (2000); “A Solution to the Social Security Reform”, Sloan Working paper, August (Fourt Revision).
  • MAROSSY Annamaria (2001); “General Overview Of The Hungarian, Czech and Polish Pension Systems”, OECD Private Pensions Conference 2000, Private Pensions Series No:3, OECD.
  • NATALI David (2004); “Reformed Pension System”,
  • Erişim; http://www.ose.be/files/mocpension/PolandOMC.pdf,
  • Erişim Tarihi;15.01.2005.
  • OECD (2004); “New Social Security System in Poland”, New Social Security System in Poland, Note by the OECD Polish Delegation”, Erişim: www.oecd.org.
  • OTTO,WISNIEWSKI,Wojciech,Marian (2002); “Annuitisation Problems: Polish Pension Reform Case”,
  • Erişim; http://www.wne.uw.edu.pl/katedry/sie/referat_winiewski_otto.pdf.
  • PATER Krzysztof (2004); New Pension System in Poland How to Classify in Accordance with SNA 93 and ESA 95,
  • Erişim; www.oecd.org/dataoecd/14/5/16679647.ppt.
  • PELC Pawel (2001); “Supervision of Pension Funds in Poland”, OECD Private Pensions Conference 2000, Private Pensions Series No:3, OECD.
  • PUTELBERGİER Beata (2000); “Changes in the financing of the pension system in the face of aging: The new pension system in Poland and its adaptation to other countries’ systems”, The Year 2000 İnternational Research Conference on Social Security Helsinki.
  • STANKO Dariusz (2003); “Polish Pension Funds, Does The System Work? Cost, Efficiency and Performance Measurement Issues”,
  • Erişim; http://econwpa.wustl.edu/eps/pe/papers/0302/0302001.pdf.
  • STANKO Dariusz (2003b); “Performance Evaluation of Public Pension Funds: The Reformed Pension System in Poland”, The Pension Institue, Discussion Paper PI-0308, June, London,UK.
  • WIKTOROW Aleksandra (2004); “Theme1; Efficient Collection of Social Security Controbutions, Effectiveness of Social Security Contribution Collection”, International Conferance on Changes in the Structure and Organization of Social Security Administration, Cracow, Poland, 3-4 June.
  • UĞUR Suat (2004); Sosyal Güvenlik Sistemlerinde Özel Emeklilik Programlarının Yeri Ve Gelişimi, Erişim; http://www.tisk.org.tr/yayinlar.asp?sbj=ic&id=1137.
  • USCINSKA Gertruda (2004); “Social Security System in Poland",
  • Erişim; http://socialsecurity.fgov.be/bib/frames/engels/btsz_01_2001_uncinska.htm.
  • www.inprs.org/data/countries/reports/polandcountryreport.pdf,
  • Erişim Tarihi; 17.11.2004.
  • www.polonya.org.tr/sec4-10yillikekonomi.html, “Ekonomik Dönüşümün On Yılı”, Erişim Tarihi;17.11.2004.

POLONYA EMEKLİLİK SİSTEMİNDE DÖNÜŞÜM

Year 2005, Volume: 14 Issue: 2, 449 - 463, 01.09.2005

Abstract

Polonya emeklilik sisteminde ortaya çıkan sorunların çözümü için Dünya Bankası
tarafından önerilen üç ayaklı bir model uygulayarak emeklilik sisteminde bir dönüşüm
gerçekleştirmiştir. Bu sistemde, devlet sistemde kalırken, özel fonlarında sisteme
girmesi sağlanmaktadır. Sistemde, birinci ayak zorunlu ve devlet tarafından, ikinci ayak
zorunlu ve özel fonlar tarafından, üçüncü ayak isteğe bağlı ve mesleki kuruluşlar
tarafından yürütülmektedir. Polonya’da uygulanan sistemin sonuçları emeklilik
sisteminde kriz olan diğer ülkeler içinde önem taşımaktadır. 1999’da uygulamaya giren
sistemde problemler yaşanmasına rağmen sistem başarıyla uygulanmış ve emeklilik
sisteminde açıklar azalmıştır.

References

  • DOMIŃCZAK, GÓRA Agnieszka Chlon, Marek (2004); New Pension System in Poland From DB to DC,
  • Erişim; http://www.rfv.se/konferens/docs/chlon_dominczak_gora.
  • DOMIŃCZAK Agnieszka Chlon (2002); “The Polish Pension Reform of 1999”, Ministry of Labour and Social Policy Poland”, November 4th,
  • Erişim Adresi; http://www.stabilitypact.org/soc-cohesion/021104-poland2.ppt.
  • DOMINCZAK, GORA, Agnieszka Chlon, Marek (2004); NDC System in Poland, Assesment after five years”, Paper prepared for the World Bank and RFV Conference on NDC Pensions, Sandhamn, Sweden
  • HALIK,KALWAS,PACZKOWSKA,Janusz,Teresa Barkowska,Maria (2000); “Aging of Polish Society and Its Consequences for Social and Health Policy” Social Cost of Economic Transation Central Europe,SOCO Project Paper No.95, Vienna.
  • İNECİ Sevgi Gencay (2002); “Avrupa Birliğine Üyelik Sürecinde Polonya of Ekonomisi” Marmara Üniversitesi Avrupa Araştırmaları Dergisi, Cilt 10, Sayı,2.
  • GORA Marek (2004); “Polish Old Age Pension Reform”,
  • Erişim;www.actuaries.org/members/ en/IPEF/Budapest/Poland_Pension.pdf.
  • GORA Marek (2003); “New Polish Pension System; An Example of a Non-Ortodox Approach to Pension Reform”, PIE Discussion Paper Series No:168, The Institue of Economic Research, Hitotsubashi University, Tokyo.
  • GORA Marek (2003b); “Reintroducing Intergenerational Equilibrium: Key Concepts behind the New Polish Pension System”, William Davidson Institute Working Paper Number 574, Sahdman, Sweden.
  • GORA Marek (2001); “Polish Approach To Pension Reform”, OECD Private Pensions Conference 2000, Private Pensions Series No:3, OECD, 2001.
  • GÜNEŞ,YAKAR,İsmail,Soner (2004); “Sosyal Sigorta Finansman Yöntemleri ve Türkiye’de Sosyal Sigorta Kurumlarının Finansman Yöntemlerinin Değerlendirilmesi”, Çukurova Üniversitesi Sosyal Bilimler Enstitüsü Dergisi, Cilt 13, Sayı:2, Adana.
  • MODİGLİANİ, CEPRİNİ,MURALİDHAR, Franco, Maria Luisa, Arun S. (2000); “A Solution to the Social Security Reform”, Sloan Working paper, August (Fourt Revision).
  • MAROSSY Annamaria (2001); “General Overview Of The Hungarian, Czech and Polish Pension Systems”, OECD Private Pensions Conference 2000, Private Pensions Series No:3, OECD.
  • NATALI David (2004); “Reformed Pension System”,
  • Erişim; http://www.ose.be/files/mocpension/PolandOMC.pdf,
  • Erişim Tarihi;15.01.2005.
  • OECD (2004); “New Social Security System in Poland”, New Social Security System in Poland, Note by the OECD Polish Delegation”, Erişim: www.oecd.org.
  • OTTO,WISNIEWSKI,Wojciech,Marian (2002); “Annuitisation Problems: Polish Pension Reform Case”,
  • Erişim; http://www.wne.uw.edu.pl/katedry/sie/referat_winiewski_otto.pdf.
  • PATER Krzysztof (2004); New Pension System in Poland How to Classify in Accordance with SNA 93 and ESA 95,
  • Erişim; www.oecd.org/dataoecd/14/5/16679647.ppt.
  • PELC Pawel (2001); “Supervision of Pension Funds in Poland”, OECD Private Pensions Conference 2000, Private Pensions Series No:3, OECD.
  • PUTELBERGİER Beata (2000); “Changes in the financing of the pension system in the face of aging: The new pension system in Poland and its adaptation to other countries’ systems”, The Year 2000 İnternational Research Conference on Social Security Helsinki.
  • STANKO Dariusz (2003); “Polish Pension Funds, Does The System Work? Cost, Efficiency and Performance Measurement Issues”,
  • Erişim; http://econwpa.wustl.edu/eps/pe/papers/0302/0302001.pdf.
  • STANKO Dariusz (2003b); “Performance Evaluation of Public Pension Funds: The Reformed Pension System in Poland”, The Pension Institue, Discussion Paper PI-0308, June, London,UK.
  • WIKTOROW Aleksandra (2004); “Theme1; Efficient Collection of Social Security Controbutions, Effectiveness of Social Security Contribution Collection”, International Conferance on Changes in the Structure and Organization of Social Security Administration, Cracow, Poland, 3-4 June.
  • UĞUR Suat (2004); Sosyal Güvenlik Sistemlerinde Özel Emeklilik Programlarının Yeri Ve Gelişimi, Erişim; http://www.tisk.org.tr/yayinlar.asp?sbj=ic&id=1137.
  • USCINSKA Gertruda (2004); “Social Security System in Poland",
  • Erişim; http://socialsecurity.fgov.be/bib/frames/engels/btsz_01_2001_uncinska.htm.
  • www.inprs.org/data/countries/reports/polandcountryreport.pdf,
  • Erişim Tarihi; 17.11.2004.
  • www.polonya.org.tr/sec4-10yillikekonomi.html, “Ekonomik Dönüşümün On Yılı”, Erişim Tarihi;17.11.2004.
There are 35 citations in total.

Details

Primary Language Turkish
Journal Section Articles
Authors

Arş. Gör. Soner Yakar This is me

Publication Date September 1, 2005
Submission Date December 29, 2013
Published in Issue Year 2005 Volume: 14 Issue: 2

Cite

APA Yakar, A. G. S. (2005). POLONYA EMEKLİLİK SİSTEMİNDE DÖNÜŞÜM. Çukurova Üniversitesi Sosyal Bilimler Enstitüsü Dergisi, 14(2), 449-463.