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The historical origins of old-age pension schemes

Mapping global patterns

Published online by Cambridge University Press:  12 October 2020

Aline Grünewald Open the ORCID record for Aline Grünewald [Opens in a new window]
Aline Grünewald*
Affiliation:
Research Center on Inequality and Social Policy, University of Bremen, Bremen, Germany
*
Email: aline.gruenewald@uni-bremen.de
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Abstract

Old-age pensions are the most widespread social security programmes around the world. While many case studies have focused on the historical origins of old-age pensions, global and comparative studies are limited mainly due to missing data. To address this shortcoming, this article introduces the novel PENLEG dataset (Pension Legislation around the World, 1880–2010), which comprises data on: (1) the timing of the first pension introductions; (2) the pension design; (3) the mode of financing; (4) eligibility criteria; (5) benefit generosity and (6) coverage rates for all independent countries. Additionally, the article describes global pension patterns and highlights case evidence. It shows that economic development strategies, political incentives to bind citizens to the state, administrative reasons as well as colonial legacies and the Soviet model of social security have strongly affected the origins of old-age pensions.

Keywords

Old-age pensionshistorical perspectiveglobal patternsPENLEG dataset
Type
Research Article
Information
Journal of International and Comparative Social Policy , Volume 37 , Issue 2 , July 2021 , pp. 93 - 111
Copyright
© The Author(s), 2020. Published by Cambridge University Press on behalf of Social Policy Association

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